iShares Short Duration HighSHYMETF
13F holders, Q4 2024 (December 31)90holders +13
24new positions
11sold out
1famous investor
$22.66avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 13 from Q3 2024. 24 opened new positions and 11 sold out. The largest holders were Commonwealth Equity Services, LLC ($20.8M), JPMorgan Chase & Co. ($8.6M) and Envestnet Asset Management Inc. ($8.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Short Duration High
- Filed as
- BLACKROCK ETF TRUST II (Q4 2024)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $7.9M |
| Exits | 11 | $6.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,262,418 shares bought and 651,906 shares sold, net +610,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.9% | 916,921 | $20.8M |
| JPMorgan Chase & Co. | 0.00% | Add +15.4% | 379,118 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.5% | 372,867 | $8.4M |
| LPL Financial LLC | 0.00% | Add +287.5% | 351,461 | $8.0M |
| Prentice Wealth Management LLC | 1.98% | Add +7.6% | 302,633 | $6.9M |
| Secure Asset Management, LLC | 0.90% | Add +20.4% | 261,063 | $5.9M |
| Dynasty Wealth Management, LLC | 0.10% | Add +90.2% | 255,382 | $5.8M |
| Quotient Wealth Partners, LLC | 0.18% | Add +2.9% | 249,156 | $5.6M |
| Forte Asset Management LLC | 2.92% | Add +185.2% | 242,458 | $5.5M |
| Trust Co | 0.60% | Reduce -23.4% | 230,580 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +126.1% | 170,219 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -47.4% | 140,850 | $3.2M |
| Atria Investments, Inc | 0.03% | Add +7.0% | 118,070 | $2.7M |
| IHT Wealth Management, LLC | 0.08% | Add +22.8% | 115,868 | $2.6M |
| FourThought Financial Partners, LLC | 0.27% | Reduce -4.4% | 114,135 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +51.1% | 108,552 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +9.0% | 96,081 | $2.2M |
| Beta Wealth Group, Inc. | 0.87% | Add +4.7% | 86,981 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -44.1% | 82,201 | $1.9M |
| Orgel Wealth Management, LLC | 0.05% | Add +0.5% | 76,313 | $1.7M |
| Tolleson Wealth Management, Inc. | 0.31% | New | 67,570 | $1.5M |
| Aspen Wealth Management LLC | 0.41% | Add +4.3% | 60,457 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | New | 49,935 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +21.9% | 48,571 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -4.8% | 47,966 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +25.1% | 39,310 | $891K |
| MML Investors Services, LLC | 0.00% | Add +68.2% | 33,283 | $754K |
| Premier Path Wealth Partners, LLC | 0.10% | Reduce -0.5% | 28,919 | $655K |
| Mariner, LLC | 0.00% | New | 28,908 | $655K |
| Creative Planning | 0.00% | Add +6.0% | 24,831 | $563K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.7% | 23,775 | $539K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -10.7% | 23,775 | $539K |
| Park Avenue Securities LLC | 0.01% | Add +34.9% | 23,049 | $522K |
| ShoreHaven Wealth Partners, LLC | 0.25% | Reduce -3.8% | 22,978 | $521K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +24.7% | 21,754 | $493K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 21,582 | $489K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.4% | 20,354 | $461K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 20,345 | $461K |
| Veracity Capital LLC | 0.16% | No change | 19,800 | $449K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +70.1% | 18,676 | $423K |
| Citadel Advisors | 0.00% | New | 17,743 | $402K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.8% | 17,484 | $396K |
| Vertex Planning Partners, LLC | 0.08% | Add +11.8% | 16,502 | $374K |
| SFI Advisors, LLC | 0.26% | New | 16,037 | $363K |
| &partners | 0.00% | Add +12.8% | 15,414 | $350K |
| Commonwealth Retirement Investments LLC | 0.14% | New | 15,368 | $348K |
| Signet Financial Management, LLC | 0.04% | Add +1.4% | 14,975 | $339K |
| SignalPoint Asset Management, LLC | 0.08% | New | 14,640 | $332K |
| Kuhn & Co Investment Counsel | 0.26% | Add +38.6% | 13,745 | $311K |
| Paces Ferry Wealth Advisors, LLC | 0.15% | New | 13,416 | $304K |
| Kestra Advisory Services, LLC | 0.00% | Add +27.4% | 13,167 | $298K |
| JFS Wealth Advisors, LLC | 0.02% | Add +42.6% | 11,402 | $258K |
| New Capital Management LP | 0.07% | No change | 11,160 | $253K |
| Insight Wealth Strategies, LLC | 0.03% | New | 11,048 | $250K |
| IFG Advisors, LLC | 0.05% | New | 11,005 | $249K |
| Parallel Advisors, LLC | 0.01% | No change | 10,799 | $245K |
| Financial Partners Group, Inc | 0.04% | Reduce -10.6% | 10,722 | $243K |
| Equitable Holdings, Inc. | 0.00% | New | 10,500 | $238K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +5.8% | 10,083 | $228K |
| Diversified Trust Co. | 0.01% | No change | 10,000 | $227K |
| Triad Wealth Partners, LLC | 0.08% | New | 9,812 | $222K |
| Thrive Wealth Management, LLC | 0.04% | New | 9,411 | $213K |
| CGN Advisors LLC | 0.02% | No change | 9,298 | $211K |
| OneDigital Investment Advisors LLC | 0.00% | New | 9,268 | $210K |
| Cary Street Partners Financial LLC | 0.01% | — | 8,920 | $202K |
| WealthCare Investment Partners, LLC | 0.09% | Add +0.8% | 8,875 | $202K |
| Redwood Investment Management, LLC | 0.02% | New | 8,877 | $201K |
| Wetzel Investment Advisors, Inc. | 0.10% | No change | 8,828 | $200K |
| Sunbelt Securities, Inc. | 0.01% | Add +89.3% | 7,445 | $169K |
| Allworth Financial LP | 0.00% | New | 6,420 | $146K |
| BlackRock, Inc. | 0.00% | No change | 5,356 | $121K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +2037.4% | 4,510 | $103K |
| Wintrust Investments LLC | 0.08% | Add +7.0% | 3,838 | $87K |
| Harbour Investments, Inc. | 0.00% | No change | 2,416 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +169.5% | 2,280 | $52K |
| Principal Securities, Inc. | 0.00% | New | 2,159 | $49K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,883 | $43K |
| UBS Group AG | 0.00% | New | 1,739 | $39K |
| Private Trust Co. NA | 0.00% | No change | 1,084 | $25K |
| Spire Wealth Management | 0.00% | New | 1,075 | $24K |
| Keystone Financial Group, Inc. | 0.02% | — | 1,050 | $24K |
| Transcendent Capital Group LLC | 0.01% | No change | 741 | $17K |
| NewEdge Advisors, LLC | 0.00% | Add +324.2% | 700 | $16K |
| WR Wealth Planners, LLC | 0.00% | No change | 600 | $14K |
| Global Retirement Partners, LLC | 0.00% | New | 525 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 462 | $10K |
| Cwm, LLC | 0.00% | No change | 341 | $8K |
| Brooklyn Investment Group | 0.00% | New | 345 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 220 | $5K |
| Morgan Stanley | 0.00% | No change | 1 | $37 |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.