HYXFISHARES TR
CUSIP 46435G441 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (HYXF) has 84 institutional holders in Filings Flow’s 13F database, together reporting 1.55M shares worth $72M as of Q1 2026. The largest reported holders are Sigfig Wealth Management, LLC, Lpl Financial LLC, and Colorado Capital Management, Inc..
Institutional Holders
84
Q1 2026
Reported Value
$72M
Ticker
HYXF
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SigFig Wealth Management, LLC$3.8B AUM | 0.34% | $11M | 239.5K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 122.0K | Q1 2026 |
| Colorado Capital Management, Inc.$293M AUM | 1.69% | $5M | 97.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 89.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 82.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 81.2K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 74.5K | Q1 2026 |
| Balanced Rock Investment Advisors LLC$143M AUM | 2.37% | $3M | 73.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 60.8K | Q1 2026 |
| Impact Investors, Inc$144M AUM | 1.76% | $3M | 54.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 50.8K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.28% | $2M | 44.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 41.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 37.7K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 30.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 30.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 30.0K | Q1 2026 |
| Financial Connections Group, Inc.$288M AUM | 0.47% | $1M | 29.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 26.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 26.2K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 25.5K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 24.0K | Q1 2026 |
| Olde Wealth Management, LLC$316M AUM | 0.35% | $1M | 24.0K | Q1 2026 |
| Better Money Decisions, LLC$165M AUM | 0.66% | $1M | 22.9K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $981,130 | 21.2K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.03% | $975,928 | 21.1K | Q1 2026 |
| Aurora Private Wealth, Inc.$140M AUM | 0.64% | $905,000 | 19.3K | Q1 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.43% | $829,769 | 17.9K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 0.18% | $785,726 | 17.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $761,128 | 16.4K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 0.15% | $759,770 | 16.5K | Q1 2026 |
| NATURAL INVESTMENTS, LLC$405M AUM | 0.17% | $682,000 | 14.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $652,744 | 13.7K | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $648,444 | 14.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $625,905 | 13.5K | Q1 2026 |
| iA Global Asset Management Inc.$7.1B AUM | 0.01% | $563,000 | 12.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $527,075 | 11.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $523,555 | 11.3K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $457,653 | 9.9K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $427,671 | 9.2K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $422,503 | 8.9K | Q3 2025OLDER |
| American Money Management, LLC$632M AUM | 0.07% | $417,918 | 9.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $399,552 | 8.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $373,042 | 8.1K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.05% | $345,532 | 7.5K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $339,327 | 7.3K | Q1 2026 |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.09% | $336,205 | 7.1K | Q2 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $335,083 | 7.2K | Q1 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.17% | $330,167 | 7.1K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $329,695 | 7.1K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.03% | $317,447 | 6.7K | Q2 2025OLDER |
| FinArc Investments, Inc.$104M AUM | 0.28% | $291,533 | 6.3K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.05% | $280,748 | 6.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $277,051 | 6.0K | Q1 2026 |
| Farmers National Bank$453M AUM | 0.06% | $271,586 | 5.7K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $268,858 | 5.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $268,278 | 5.7K | Q4 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.12% | $258,929 | 5.6K | Q1 2026 |
| Heartland Bank & Trust Co$442M AUM | 0.06% | $258,188 | 5.6K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.05% | $252,225 | 5.3K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $245,082 | 5.2K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $244,238 | 5.3K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.05% | $243,846 | 5.2K | Q4 2025OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.07% | $235,770 | 5.1K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.04% | $234,338 | 5.1K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $229,724 | 5.0K | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.05% | $221,139 | 4.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $220,138 | 4.8K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $215,257 | 4.6K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $210,000 | 4.4K | Q3 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $209,293 | 4.5K | Q1 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.02% | $202,827 | 4.3K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $160,748 | 3.5K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.09% | $133,748 | 2.9K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $132,862 | 2.9K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $86,745 | 1.8K | Q2 2025OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $78,730 | 1.7K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $72,603 | 1.6K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.01% | $68,411 | 1.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $67,093 | 1.4K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $60,896 | 1.3K | Q3 2025OLDER |
| Horizons Wealth Management$152M AUM | 0.04% | $60,159 | 1.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $59,586 | 1.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $46,809 | 1.0K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $40,972 | 867 | Q4 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.02% | $34,729 | 750 | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $33,206 | 717 | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.01% | $31,122 | 672 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $30,339 | 642 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $28,491 | 600 | Q3 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $23,387 | 505 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $22,739 | 491 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $22,091 | 477 | Q1 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 0.02% | $21,767 | 470 | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.01% | $19,683 | 425 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $18,141 | 393 | Q1 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.00% | $16,296 | 352 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $15,294 | 323 | Q2 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $11,624 | 251 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $11,254 | 243 | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $9,924 | 210 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $6,156 | 130 | Q2 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $4,631 | 100 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $2,049 | 44 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $851 | 18 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $332 | 7 | Q3 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $49 | 1 | Q4 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.