HYXF — ISHARES TRUST ISHARES ESG A
As of Q2 2026, 7 SEC-registered investment managers reported holding HYXF (ISHARES TRUST ISHARES ESG A) in their latest 13F filings, with a combined reported value of $11.37M across 243.31K shares. That is +20.6% by share count (+41.62K shares) versus the previous quarter, while reported value moved +21.7%. Ownership is concentrated: the five largest holders account for 97.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 82.74K | $3.87M | 0.00% | Add |
| Wells Fargo & Co history | 77.94K | $3.64M | 0.00% | Add |
| Bank of America Corp history | 54.43K | $2.54M | 0.00% | Add |
| BNY Mellon history | 15.01K | $701.38K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 7.64K | $357.01K | 0.00% | Add |
| JPMorgan Chase & Co history | 5.54K | $258.86K | 0.00% | New |
| Morgan Stanley history | 1 | $89 | 0.00% | New |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 81.22K | $3.76M | 0.00% | Add |
| Bank of America Corp history | 50.81K | $2.35M | 0.00% | Reduce |
| Wells Fargo & Co history | 37.71K | $1.75M | 0.00% | Add |
| BNY Mellon history | 13.52K | $625.90K | 0.00% | New |
| Citadel Advisors history | 11.30K | $523.55K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 7.12K | $329.69K | 0.00% | Add |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 80.36K | $3.80M | 0.00% | Add |
| Bank of America Corp history | 54.12K | $2.56M | 0.00% | Add |
| Wells Fargo & Co history | 30.38K | $1.44M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.82K | $322.49K | 0.00% | Add |
| JPMorgan Chase & Co history | 177 | $8.36K | 0.00% | Hold |
| Morgan Stanley history | 1 | $49 | 0.00% | Hold |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 76.73K | $3.64M | 0.00% | Add |
| Bank of America Corp history | 53.30K | $2.53M | 0.00% | Add |
| Wells Fargo & Co history | 18.40K | $873.69K | 0.00% | Add |
| BNY Mellon history | 10.56K | $501.32K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 6.41K | $304.51K | 0.00% | Add |
| JPMorgan Chase & Co history | 177 | $8.40K | 0.00% | Hold |
| Morgan Stanley history | 1 | $64 | 0.00% | New |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 71.65K | $3.40M | 0.00% | Add |
| Bank of America Corp history | 49.45K | $2.35M | 0.00% | Add |
| Wells Fargo & Co history | 15.32K | $727.53K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.16K | $292.74K | 0.00% | Add |
| JPMorgan Chase & Co history | 177 | $8.41K | 0.00% | New |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 105.92K | $4.90M | 0.00% | Reduce |
| UBS Group AG history | 71.09K | $3.29M | 0.00% | Add |
| Bank of America Corp history | 41.08K | $1.90M | 0.00% | Add |
| Wells Fargo & Co history | 14.29K | $661.93K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.58K | $212.02K | 0.00% | Add |
| Morgan Stanley history | 1 | $85 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 5.54K sh · $258.86K
- Morgan Stanley 1 sh · $89
Fully Exited (vs previous quarter)
- Citadel Advisors sold 11.30K sh · $523.55K
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 82.74K | 81.22K | 80.36K | 76.73K | 71.65K | 71.09K | 65.68K | 64.72K | 59.14K | 57.99K | 32.10K | 53.27K | 50.72K | 53.61K | 60.10K | 77.82K | 75.16K | 78.45K | 117.38K | 114.91K |
| Wells Fargo & Co | 77.94K | 37.71K | 30.38K | 18.40K | 15.32K | 14.29K | 12.27K | 6.22K | 4.56K | 2.69K | 2.36K | 1.83K | 1.79K | 845 | 18 | 11 | 17 | 1 | 1 | — |
| Bank of America Corp | 54.43K | 50.81K | 54.12K | 53.30K | 49.45K | 41.08K | 20.01K | 18.50K | 15.97K | 13.60K | 11.75K | 9.74K | 5.36K | 14.22K | 19.09K | 20.59K | 27.59K | 39.14K | 45.39K | 30.46K |
| BNY Mellon | 15.01K | 13.52K | — | 10.56K | — | — | — | — | — | 4.39K | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 7.64K | 7.12K | 6.82K | 6.41K | 6.16K | 4.58K | 4.51K | 3.78K | 4.76K | 2.40K | 2.17K | 1.37K | 991 | 859 | 486 | 217 | 8 | — | 19 | — |
| JPMorgan Chase & Co | 5.54K | — | 177 | 177 | 177 | — | — | — | — | — | 1.46K | 2.08K | — | — | — | — | — | — | — | — |
| Morgan Stanley | 1 | — | 1 | 1 | — | 1 | 1 | — | 1 | 1 | 201 | 243 | 1.18K | 245 | 202 | 202 | 2 | 194 | 1 | 5.00K |
| Citadel Advisors | — | 11.30K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 26.52K | 62.15K | 5.70K | 18.32K |
| BlackRock Inc | — | — | — | — | — | 105.92K | 112.32K | 112.32K | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.79K | 10.47K | 9.79K | 22.80K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 44 | — | — |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.50K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details