Who Owns ISHARES (HYXF)? -- Institutional Holders (2026-06-30)

89 institutions reported holding $74.6M of ISHARES (HYXF) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($6.5M), Colorado Capital Management, Inc. ($4.7M), BANK OF MONTREAL /CAN/ ($4.3M), UBS Group AG ($3.9M), Balanced Rock Investment Advisors LLC ($3.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$6.5M139,974Added
2Colorado Capital Management, Inc.$4.7M100,698Added
3BANK OF MONTREAL /CAN/$4.3M91,280Added
4UBS Group AG$3.9M82,741Added
5Balanced Rock Investment Advisors LLC$3.7M80,019Added
6WELLS FARGO & COMPANY/MN$3.6M77,944Added
7COMMONWEALTH EQUITY SERVICES, LLC$3.6M77,604Trimmed
8RAYMOND JAMES FINANCIAL INC$3.4M72,596Trimmed
9ASSETMARK, INC$2.9M61,880Added
10BANK OF AMERICA CORP /DE/$2.5M54,428Added
11OSAIC HOLDINGS, INC.$2.4M52,285Added
12HighTower Advisors, LLC$2.1M45,387Added
13SEEDS INVESTOR LLC$2.1M44,914Added
14Apella Capital, LLC$1.5M31,506Added
15Cetera Investment Advisers$1.4M30,756Added
16Modern Wealth Management, LLC$1.3M28,835Added
17Cambridge Investment Research Advisors, Inc.$1.3M27,021Added
18Royal Bank of Canada$1.2M26,249Added
19HSBC HOLDINGS PLC$1.1M24,000Hold
20Olde Wealth Management, LLC$1.1M24,011Added
21ENVESTNET ASSET MANAGEMENT INC$1.1M22,672Added
22One Capital Management, LLC$975,92821,073Hold
23Topel & Distasi Wealth Management, LLC$874,93618,729Added
24Aurora Private Wealth, Inc.$873,00018,693Trimmed
25Impact Investors, Inc$800,00517,125Trimmed

Source: SEC Form 13F filings · as of 2026-06-30