iSHARES TRUST - HYXF
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 122,012 | 5,650 | 0.0% | 0.0% | 1 | +3,837 | 3.25% | Q1 2026 | May 06, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 97,836 | 4,531 | 1.69% | 1.66% | 2 | +4,114 | 4.39% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 89,303 | 4,135 | 0.01% | 0.01% | 3 | -254 | -0.28% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 82,350 | 3,813 | 0.0% | 0.0% | 4 | +38,731 | 88.79% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 81,225 | 3,761 | 0.0% | 0.0% | 5 | +860 | 1.07% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 74,480 | 3,449 | 0.0% | — | 6 | +74,480 | New | Q1 2026 | May 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 73,099 | 3,385 | 2.37% | 2.38% | 7 | +2,268 | 3.2% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 60,767 | 2,814 | 0.01% | 0.0% | 8 | +11,199 | 22.59% | Q1 2026 | May 06, 2026 |
| Impact Investors, Inc | History | Added to | 54,651 | 2,530 | 1.76% | 1.69% | 9 | +3,096 | 6.01% | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 50,808 | 2,353 | 0.0% | 0.0% | 10 | -3,315 | -6.12% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 44,542 | 2,086 | 0.28% | 0.33% | 11 | +8,044 | 22.04% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 40,986 | 1,898 | 0.0% | 0.0% | 12 | +4,614 | 12.69% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 37,713 | 1,746 | 0.0% | 0.0% | 13 | +7,336 | 24.15% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | New | 30,462 | 1,430 | 0.02% | — | 14 | +30,462 | New | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 30,225 | 1,399 | 0.0% | 0.0% | 15 | -113 | -0.37% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,980 | 1,388 | 0.0% | 0.0% | 16 | +1,458 | 5.11% | Q1 2026 | May 05, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 29,454 | 1,364 | 0.47% | 0.51% | 17 | -1,739 | -5.57% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,926 | 1,247 | 0.0% | 0.0% | 18 | +3,883 | 16.85% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 26,241 | 1,216 | 0.0% | 0.0% | 19 | +4,733 | 22.01% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 25,498 | 1,178 | 0.02% | 0.01% | 20 | +18,380 | 258.22% | Q1 2026 | May 14, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 24,007 | 1,111 | 0.35% | 0.36% | 22 | -933 | -3.74% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,000 | 1,111 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,185 | 981 | 0.0% | 0.0% | 23 | +6,415 | 43.43% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Added to | 21,073 | 975 | 0.03% | 0.03% | 24 | +2,320 | 12.37% | Q1 2026 | May 12, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 19,250 | 905 | 0.64% | 0.8% | 25 | -6,570 | -25.45% | Q1 2026 | Apr 16, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 17,917 | 829 | 0.43% | 0.45% | 26 | -1,595 | -8.17% | Q1 2026 | May 06, 2026 |
| Summit Wealth Group, LLC | History | Added to | 16,966 | 785 | 0.18% | 0.17% | 27 | +1,149 | 7.26% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,431 | 761 | 0.0% | 0.0% | 28 | -28,719 | -63.61% | Q1 2026 | May 15, 2026 |
| Mason & Associates Inc | History | Added to | 16,540 | 759 | 0.15% | 0.06% | 29 | +9,542 | 136.35% | Q1 2026 | Apr 30, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 14,742 | 682 | 0.17% | 0.12% | 30 | +4,678 | 46.48% | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 14,002 | 648 | 0.02% | 0.02% | 31 | +622 | 4.65% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | New | 13,515 | 625 | 0.0% | — | 32 | +13,515 | New | Q1 2026 | May 05, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 12,150 | 563 | 0.01% | 0.02% | 33 | -17,200 | -58.6% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,381 | 527 | 0.01% | 0.01% | 34 | -1,708 | -13.05% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,305 | 523 | 0.0% | — | 35 | +11,305 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,882 | 457 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 9,235 | 427 | 0.02% | 0.02% | 37 | +719 | 8.44% | Q1 2026 | May 14, 2026 |
| American Money Management, LLC | History | No change | 9,024 | 417 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,717 | 399 | 0.0% | 0.0% | 39 | +3,633 | 71.46% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,055 | 373 | 0.01% | 0.0% | 40 | +3,264 | 68.13% | Q1 2026 | May 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 7,461 | 345 | 0.05% | 0.05% | 41 | +139 | 1.9% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,327 | 339 | 0.0% | 0.0% | 42 | -8,017 | -52.25% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 7,235 | 335 | 0.02% | 0.02% | 43 | -285 | -3.79% | Q1 2026 | May 21, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 7,129 | 330 | 0.17% | 0.16% | 44 | +581 | 8.87% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 7,119 | 329 | 0.0% | 0.0% | 45 | +295 | 4.32% | Q1 2026 | May 15, 2026 |
| FinArc Investments, Inc. | History | New | 6,295 | 291 | 0.28% | — | 46 | +6,295 | New | Q1 2026 | May 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 6,062 | 280 | 0.05% | 0.05% | 47 | +21 | 0.35% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,982 | 277 | 0.0% | 0.0% | 48 | +501 | 9.14% | Q1 2026 | May 15, 2026 |
| Farmers National Bank | History | No change | 5,747 | 271 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 5,805 | 268 | 0.01% | 0.01% | 50 | +94 | 1.65% | Q1 2026 | May 12, 2026 |
| Heartland Bank & Trust Co | History | New | 5,575 | 258 | 0.06% | — | 52 | +5,575 | New | Q1 2026 | May 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 5,591 | 258 | 0.12% | 0.13% | 51 | +46 | 0.83% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,317 | 244 | 0.0% | 0.0% | 53 | +5,140 | 2903.95% | Q1 2026 | May 13, 2026 |
| SWEENEY & MICHEL, LLC | History | New | 5,051 | 235 | 0.07% | — | 54 | +5,051 | New | Q1 2026 | Apr 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 5,060 | 234 | 0.04% | 0.05% | 55 | -53 | -1.04% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,960 | 229 | 0.01% | 0.01% | 56 | -392 | -7.32% | Q1 2026 | May 15, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 4,775 | 221 | 0.05% | 0.06% | 57 | -217 | -4.35% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,753 | 220 | 0.0% | 0.0% | 58 | -5,105 | -51.79% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,648 | 215 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 4,519 | 209 | 0.01% | 0.02% | 60 | -398 | -8.09% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Added to | 3,471 | 160 | 0.0% | 0.0% | 61 | +12 | 0.35% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | New | 2,888 | 133 | 0.09% | — | 62 | +2,888 | New | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 2,869 | 132 | 0.0% | 0.0% | 63 | +11 | 0.38% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 1,700 | 78 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | Added to | 1,571 | 72 | 0.01% | 0.01% | 65 | +870 | 124.11% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,499 | 68 | 0.01% | 0.01% | 66 | +14 | 0.94% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 1,449 | 67 | 0.0% | 0.0% | 67 | +14 | 0.98% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | No change | 1,299 | 60 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,289 | 59 | 0.0% | 0.0% | 69 | -608 | -32.05% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,011 | 46 | 0.0% | 0.0% | 70 | -340 | -25.17% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | Added to | 750 | 34 | 0.02% | 0.01% | 71 | +118 | 18.67% | Q1 2026 | Apr 09, 2026 |
| NBT BANK N A /NY | History | No change | 717 | 33 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 672 | 31 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| High Note Wealth, LLC | History | Reduced | 505 | 23 | 0.0% | 0.0% | 74 | -5 | -0.98% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 491 | 22 | 0.0% | 0.0% | 76 | +61 | 14.19% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 477 | 22 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 470 | 21 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Front Row Advisors LLC | History | No change | 425 | 19 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 393 | 18 | 0.0% | 0.0% | 79 | +67 | 20.55% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 352 | 16 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | New | 243 | 11 | 0.0% | — | 82 | +243 | New | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 251 | 11 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 150 | 6 | 0.0% | — | 83 | +150 | New | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 44 | 2 | 0.0% | — | 85 | +44 | New | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -239,468 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,677 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,186 | -100.0% | Q1 2026 | May 04, 2026 |
| Curtis Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,160 | -100.0% | Q1 2026 | May 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,292 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -867 | -100.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -642 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -210 | -100.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |