iShares Short Duration HighSHYMETF
13F holders, Q1 2025 (March 31)97holders +7
22new positions
10sold out
1famous investor
$22.41avg. 13F price*
At the end of Q1 2025, 97 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 7 from Q4 2024. 22 opened new positions and 10 sold out. The largest holders were Commonwealth Equity Services, LLC ($28.1M), Kestra Investment Management, LLC ($20.7M) and Envestnet Asset Management Inc. ($16.1M). 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 (Q1 2025)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $40.0M |
| Exits | 10 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 3,295,012 shares bought and 391,679 shares sold, net +2,903,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Commonwealth Equity Services, LLC | 0.04% | Add +35.1% | 1,238,529 | $28.1M |
| Kestra Investment Management, LLC | 0.40% | New | 1,013,504 | $20.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +90.1% | 708,868 | $16.1M |
| LPL Financial LLC | 0.00% | Add +45.3% | 510,732 | $11.6M |
| Osaic Holdings, Inc. | 0.02% | Add +151.1% | 427,470 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 347,216 | $7.9M |
| Prentice Wealth Management LLC | 2.02% | Add +2.1% | 308,971 | $7.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | New | 297,380 | $6.7M |
| Dynasty Wealth Management, LLC | 0.10% | Add +3.4% | 264,155 | $6.0M |
| Quotient Wealth Partners, LLC | 0.19% | Add +3.8% | 258,705 | $5.9M |
| Trust Co | 0.66% | Add +6.8% | 246,135 | $5.6M |
| Forte Asset Management LLC | 2.56% | Reduce -7.7% | 223,831 | $5.1M |
| NorthCoast Asset Management LLC | 0.03% | New | 219,470 | $5.0M |
| Atria Investments, Inc | 0.05% | Add +58.1% | 186,669 | $4.2M |
| Beta Wealth Group, Inc. | 1.46% | Add +106.3% | 179,439 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +39.2% | 151,132 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 138,156 | $3.1M |
| IHT Wealth Management, LLC | 0.08% | Reduce -2.2% | 113,365 | $2.6M |
| FourThought Financial Partners, LLC | 0.26% | Reduce -2.5% | 111,222 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +14.8% | 110,345 | $2.5M |
| Secure Asset Management, LLC | 0.46% | Reduce -61.3% | 101,046 | $2.3M |
| Orgel Wealth Management, LLC | 0.06% | Add +25.1% | 95,500 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +5.0% | 86,306 | $2.0M |
| Tolleson Wealth Management, Inc. | 0.30% | No change | 67,570 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +63.3% | 64,172 | $1.5M |
| Aspen Wealth Management LLC | 0.40% | Add +3.9% | 62,834 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | New | 53,290 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +2.6% | 49,816 | $1.1M |
| RFG Advisory, LLC | 0.03% | New | 44,184 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +21.6% | 40,484 | $918K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +71.4% | 37,290 | $846K |
| Premier Path Wealth Partners, LLC | 0.11% | Add +7.8% | 31,185 | $707K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 28,879 | $655K |
| Elequin Capital, LP | 0.16% | New | 27,450 | $622K |
| Strategic Family Wealth Counselors, L.L.C. | 0.20% | New | 26,500 | $601K |
| ShoreHaven Wealth Partners, LLC | 0.29% | Add +14.3% | 26,270 | $596K |
| Apollon Wealth Management, LLC | 0.01% | Add +45.8% | 25,483 | $578K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -47.1% | 25,378 | $575K |
| Creative Planning | 0.00% | No change | 24,831 | $563K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.6% | 23,131 | $524K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.7% | 22,887 | $519K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.7% | 22,887 | $519K |
| Private Advisor Group, LLC | 0.00% | New | 22,642 | $513K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.5% | 22,342 | $506K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.8% | 22,168 | $503K |
| CreativeOne Wealth, LLC | 0.01% | New | 20,212 | $458K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 19,963 | $453K |
| Veracity Capital LLC | 0.18% | No change | 19,800 | $449K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 18,791 | $426K |
| IFG Advisors, LLC | 0.07% | Add +52.1% | 16,737 | $379K |
| Vertex Planning Partners, LLC | 0.08% | Reduce -0.3% | 16,459 | $373K |
| Citadel Advisors | 0.00% | Reduce -7.4% | 16,433 | $373K |
| &partners | 0.00% | Add +0.2% | 15,451 | $350K |
| Commonwealth Retirement Investments LLC | 0.14% | No change | 15,368 | $348K |
| Farther Finance Advisors, LLC | 0.01% | New | 14,640 | $332K |
| Kuhn & Co Investment Counsel | 0.27% | Add +3.1% | 14,170 | $321K |
| Signet Financial Management, LLC | 0.04% | Reduce -11.5% | 13,254 | $300K |
| Mission Wealth Management, LP | 0.01% | New | 12,387 | $281K |
| Flow Traders U.S. LLC | 0.01% | Reduce -75.8% | 12,069 | $274K |
| Camarda Financial Advisors, LLC | 0.12% | New | 12,068 | $274K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 11,817 | $268K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.3% | 11,435 | $259K |
| New Capital Management LP | 0.07% | No change | 11,160 | $253K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.7% | 11,127 | $252K |
| StoneX Group Inc. | 0.01% | New | 10,862 | $246K |
| Parallel Advisors, LLC | 0.01% | No change | 10,799 | $245K |
| Financial Partners Group, Inc | 0.04% | Add +0.6% | 10,786 | $245K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +4.4% | 10,527 | $239K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,500 | $238K |
| Diversified Trust Co. | 0.01% | No change | 10,000 | $227K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -1.5% | 9,668 | $219K |
| WealthCare Investment Partners, LLC | 0.09% | Add +12.0% | 9,943 | $218K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 9,520 | $216K |
| CGN Advisors LLC | 0.02% | No change | 9,298 | $211K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,268 | $210K |
| Redwood Investment Management, LLC | 0.02% | Add +0.7% | 8,941 | $203K |
| Cary Street Partners Financial LLC | 0.01% | No change | 8,920 | $202K |
| Cetera Investment Advisers | 0.00% | New | 8,897 | $202K |
| Wetzel Investment Advisors, Inc. | 0.10% | No change | 8,828 | $200K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -8.5% | 6,809 | $154K |
| N.E.W. Advisory Services LLC | 0.01% | New | 6,584 | $149K |
| Allworth Financial LP | 0.00% | Reduce -25.5% | 4,781 | $106K |
| BlackRock, Inc. | 0.00% | Reduce -28.1% | 3,853 | $87K |
| Harbour Investments, Inc. | 0.00% | No change | 2,416 | $55K |
| Kings Path Partners LLC | 0.02% | New | 2,206 | $50K |
| Principal Securities, Inc. | 0.00% | No change | 2,159 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.6% | 2,062 | $47K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,883 | $43K |
| Keystone Financial Group, Inc. | 0.02% | Add +29.1% | 1,355 | $30K |
| Private Trust Co. NA | 0.00% | No change | 1,084 | $25K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,075 | $24K |
| Spire Wealth Management | 0.00% | No change | 1,075 | $24K |
| NewEdge Advisors, LLC | 0.00% | Add +36.3% | 954 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 462 | $10K |
| Cwm, LLC | 0.00% | No change | 341 | $8K |
| Brooklyn Investment Group | 0.00% | No change | 345 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 295 | $7K |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.