iSHARES TRUST - HYXF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | History | Added to | 239,468 | 11,316 | 0.34% | 0.34% | 1 | +9,660 | 4.2% | Q4 2025 | Jan 16, 2026 |
| LPL Financial LLC | History | Added to | 118,175 | 5,584 | 0.0% | 0.0% | 2 | +61,950 | 110.18% | Q4 2025 | Feb 11, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 93,722 | 4,429 | 1.66% | 1.64% | 3 | +4,543 | 5.09% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 89,557 | 4,232 | 0.01% | 0.0% | 4 | +18,000 | 25.15% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 80,365 | 3,797 | 0.0% | 0.0% | 5 | +3,637 | 4.74% | Q4 2025 | Jan 29, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 70,831 | 3,347 | 2.38% | 2.32% | 6 | +4,103 | 6.15% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 54,123 | 2,557 | 0.0% | 0.0% | 7 | +828 | 1.55% | Q4 2025 | Feb 17, 2026 |
| Impact Investors, Inc | History | Reduced | 51,555 | 2,436 | 1.69% | 1.61% | 8 | -56 | -0.11% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 49,568 | 2,342 | 0.0% | 0.0% | 9 | +2,110 | 4.45% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 45,150 | 2,135 | 0.0% | 0.0% | 10 | -81 | -0.18% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 43,619 | 2,061 | 0.0% | 0.0% | 11 | +441 | 1.02% | Q4 2025 | Feb 18, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 36,498 | 1,724 | 0.33% | 0.28% | 12 | +8,503 | 30.37% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 36,372 | 1,718 | 0.0% | 0.0% | 13 | +31,464 | 641.08% | Q4 2025 | Feb 12, 2026 |
| Financial Connections Group, Inc. | History | New | 31,193 | 1,474 | 0.51% | — | 14 | +31,193 | New | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 30,377 | 1,435 | 0.0% | 0.0% | 15 | +11,978 | 65.1% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 30,338 | 1,433 | 0.0% | 0.0% | 16 | +570 | 1.91% | Q4 2025 | Feb 17, 2026 |
| iA Global Asset Management Inc. | History | Added to | 29,350 | 1,387 | 0.02% | 0.01% | 17 | +7,000 | 31.32% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 28,522 | 1,347 | 0.0% | 0.0% | 18 | +956 | 3.47% | Q4 2025 | Feb 06, 2026 |
| Aurora Private Wealth, Inc. | History | New | 25,820 | 1,220 | 0.8% | — | 19 | +25,820 | New | Q4 2025 | Feb 02, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 24,940 | 1,178 | 0.36% | 0.37% | 20 | -197 | -0.78% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,000 | 1,134 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,043 | 1,089 | 0.0% | 0.0% | 22 | +3,589 | 18.45% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,508 | 1,016 | 0.0% | — | 23 | +21,508 | New | Q4 2025 | Feb 17, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 19,512 | 922 | 0.45% | 0.43% | 24 | +1,266 | 6.94% | Q4 2025 | Feb 09, 2026 |
| One Capital Management, LLC | History | Added to | 18,753 | 886 | 0.03% | 0.03% | 25 | +987 | 5.56% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Group, LLC | History | Added to | 15,817 | 747 | 0.17% | 0.17% | 26 | +670 | 4.42% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,344 | 725 | 0.0% | — | 27 | +15,344 | New | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,770 | 698 | 0.0% | 0.0% | 28 | -7,476 | -33.61% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,380 | 632 | 0.02% | 0.02% | 29 | +734 | 5.8% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13,089 | 618 | 0.01% | 0.03% | 30 | -18,227 | -58.2% | Q4 2025 | Feb 09, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 10,064 | 475 | 0.12% | — | 31 | +10,064 | New | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,882 | 466 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,858 | 465 | 0.0% | 0.0% | 33 | -1,142 | -10.38% | Q4 2025 | Feb 13, 2026 |
| American Money Management, LLC | History | New | 9,024 | 426 | 0.07% | — | 34 | +9,024 | New | Q4 2025 | Feb 10, 2026 |
| Diversified Enterprises, LLC | History | Added to | 8,516 | 402 | 0.02% | 0.03% | 35 | +256 | 3.1% | Q4 2025 | Jan 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 7,520 | 355 | 0.02% | 0.03% | 36 | -1,611 | -17.64% | Q4 2025 | Feb 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 7,322 | 346 | 0.05% | 0.06% | 37 | -98 | -1.32% | Q4 2025 | Jan 21, 2026 |
| Modern Wealth Management, LLC | History | New | 7,118 | 336 | 0.01% | — | 38 | +7,118 | New | Q4 2025 | Feb 17, 2026 |
| Mason & Associates Inc | History | Added to | 6,998 | 330 | 0.06% | 0.06% | 39 | +435 | 6.63% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 6,824 | 322 | 0.0% | 0.0% | 40 | +411 | 6.41% | Q4 2025 | Feb 17, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 6,548 | 309 | 0.16% | — | 41 | +6,548 | New | Q4 2025 | Feb 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 6,041 | 285 | 0.05% | — | 42 | +6,041 | New | Q4 2025 | Jan 28, 2026 |
| Farmers National Bank | History | New | 5,747 | 271 | 0.06% | — | 43 | +5,747 | New | Q4 2025 | Mar 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 5,711 | 269 | 0.01% | 0.01% | 44 | +737 | 14.82% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,677 | 268 | 0.0% | 0.0% | 45 | +105 | 1.88% | Q4 2025 | Feb 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 5,545 | 262 | 0.13% | 0.13% | 46 | +389 | 7.54% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 5,481 | 259 | 0.0% | — | 47 | +5,481 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 5,352 | 252 | 0.01% | 0.01% | 48 | +8 | 0.15% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,186 | 245 | 0.0% | 0.0% | 49 | +21 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Curtis Advisory Group, LLC | History | No change | 5,160 | 243 | 0.05% | 0.06% | 50 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 5,113 | 241 | 0.05% | 0.05% | 51 | +26 | 0.51% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,084 | 240 | 0.0% | 0.0% | 52 | +665 | 15.05% | Q4 2025 | Feb 17, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 4,992 | 235 | 0.06% | 0.06% | 53 | -65 | -1.29% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 4,917 | 232 | 0.02% | 0.02% | 54 | +106 | 2.2% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | New | 4,791 | 226 | 0.0% | — | 55 | +4,791 | New | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,648 | 219 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 4,292 | 202 | 0.01% | 0.01% | 57 | +8 | 0.19% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,459 | 163 | 0.0% | 0.0% | 58 | -1,257 | -26.65% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 2,858 | 135 | 0.0% | 0.0% | 59 | +22 | 0.78% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,897 | 89 | 0.0% | 0.0% | 60 | +530 | 38.77% | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | No change | 1,700 | 80 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,485 | 69 | 0.01% | 0.01% | 62 | +30 | 2.06% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 1,435 | 67 | 0.0% | 0.0% | 63 | -29 | -1.98% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,351 | 63 | 0.0% | 0.0% | 64 | -1,200 | -47.04% | Q4 2025 | Jan 26, 2026 |
| Horizons Wealth Management | History | No change | 1,299 | 61 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 867 | 40 | 0.01% | 0.04% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | Reduced | 717 | 33 | 0.0% | 0.0% | 67 | -105 | -12.77% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Added to | 701 | 33 | 0.01% | 0.01% | 68 | +44 | 6.7% | Q4 2025 | Feb 12, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 672 | 31 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 642 | 30 | 0.0% | 0.0% | 70 | -57 | -8.15% | Q4 2025 | Jan 29, 2026 |
| PFS Partners, LLC | History | Added to | 632 | 29 | 0.01% | 0.0% | 71 | +468 | 285.37% | Q4 2025 | Jan 16, 2026 |
| High Note Wealth, LLC | History | No change | 510 | 24 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 470 | 22 | 0.02% | — | 74 | +470 | New | Q4 2025 | Feb 19, 2026 |
| IFP Advisors, Inc | History | Added to | 477 | 22 | 0.0% | 0.0% | 73 | +324 | 211.76% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 430 | 20 | 0.0% | — | 76 | +430 | New | Q4 2025 | Feb 12, 2026 |
| Front Row Advisors LLC | History | No change | 425 | 20 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 352 | 16 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | New | 326 | 15 | 0.0% | — | 78 | +326 | New | Q4 2025 | Jan 27, 2026 |
| Millstone Evans Group, LLC | History | New | 251 | 11 | 0.01% | — | 79 | +251 | New | Q4 2025 | Feb 02, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 210 | 9 | 0.01% | — | 80 | +210 | New | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | No change | 177 | 8 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -10,557 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,898 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Allworth Financial LP | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |