iShares Short Duration HighSHYMETF
13F holders, Q2 2025 (June 30)105holders +8
26new positions
19sold out
$22.31avg. 13F price*
At the end of Q2 2025, 105 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 8 from Q1 2025. 26 opened new positions and 19 sold out. The largest holders were Commonwealth Equity Services, LLC ($29.0M), Envestnet Asset Management Inc. ($17.0M) and LPL Financial LLC ($16.4M).
- Company
- iShares Short Duration High
- Filed as
- BLACKROCK ETF TRUST II (Q2 2025)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $11.4M |
| Exits | 19 | $11.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,282,439 shares bought and 1,549,903 shares sold, net −267,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Commonwealth Equity Services, LLC | 0.04% | Add +4.9% | 1,298,897 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.7% | 763,396 | $17.0M |
| LPL Financial LLC | 0.01% | Add +44.0% | 735,685 | $16.4M |
| Kestra Investment Management, LLC | 0.31% | Reduce -55.3% | 453,124 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.0% | 354,744 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.5% | 321,352 | $7.2M |
| Prentice Wealth Management LLC | 1.86% | Add +2.6% | 317,137 | $7.1M |
| Dynasty Wealth Management, LLC | 0.10% | Reduce -0.4% | 263,063 | $5.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -11.8% | 262,371 | $5.9M |
| Quotient Wealth Partners, LLC | 0.17% | Add +0.5% | 259,886 | $5.8M |
| Jane Street Group, LLC | 0.01% | Add +141.7% | 208,596 | $4.7M |
| Trust Co | 0.52% | Reduce -16.0% | 206,807 | $4.6M |
| Forte Asset Management LLC | 2.27% | Reduce -10.7% | 199,881 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +19.6% | 180,788 | $4.0M |
| Advisory Resource Group | 0.59% | New | 138,701 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +15.8% | 127,828 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -10.6% | 123,501 | $2.8M |
| FourThought Financial Partners, LLC | 0.25% | Add +1.4% | 112,742 | $2.5M |
| Beta Wealth Group, Inc. | 0.91% | Reduce -37.8% | 111,604 | $2.5M |
| IHT Wealth Management, LLC | 0.07% | Reduce -3.0% | 110,005 | $2.5M |
| Aspen Wealth Management LLC | 0.56% | Add +61.3% | 101,353 | $2.3M |
| Orgel Wealth Management, LLC | 0.05% | Add +0.0% | 95,515 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +259.2% | 81,320 | $1.8M |
| Elequin Capital, LP | 0.55% | Add +179.2% | 76,652 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 74,364 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.0% | 71,866 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +67.7% | 67,879 | $1.5M |
| Tolleson Wealth Management, Inc. | 0.25% | Reduce -2.9% | 65,600 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -66.0% | 63,534 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +1.2% | 50,406 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -9.1% | 48,456 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -3.7% | 35,919 | $801K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +52.0% | 34,789 | $776K |
| Gradient Capital Advisors, LLC | 0.23% | New | 34,635 | $773K |
| Allworth Financial LP | 0.00% | Add +583.2% | 32,662 | $729K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -6.7% | 29,095 | $649K |
| CreativeOne Wealth, LLC | 0.02% | Add +36.3% | 27,556 | $615K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -4.7% | 27,529 | $614K |
| Penney Financial, LLC | 0.31% | New | 27,300 | $609K |
| Strategic Family Wealth Counselors, L.L.C. | 0.17% | No change | 26,500 | $591K |
| Kestra Advisory Services, LLC | 0.00% | New | 25,427 | $567K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.8% | 23,872 | $533K |
| Creative Planning | 0.00% | Reduce -5.7% | 23,423 | $523K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.6% | 21,151 | $472K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.4% | 20,964 | $468K |
| Moneywise, Inc. | 0.22% | New | 20,947 | $467K |
| Strategic Equity Management | 0.17% | New | 20,947 | $467K |
| McAdam, LLC | 0.03% | New | 20,562 | $459K |
| Veracity Capital LLC | 0.15% | Add +0.0% | 19,801 | $442K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.8% | 18,644 | $416K |
| Joseph Group Capital Management | 0.14% | New | 18,511 | $413K |
| RFG Advisory, LLC | 0.01% | Reduce -59.0% | 18,124 | $404K |
| &partners | 0.00% | Add +14.8% | 17,741 | $396K |
| Vertex Planning Partners, LLC | 0.08% | Add +7.6% | 17,703 | $395K |
| Capital Analysts, LLC | 0.01% | New | 17,519 | $391K |
| IFG Advisors, LLC | 0.06% | Add +0.6% | 16,838 | $376K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -34.3% | 16,733 | $373K |
| Kuhn & Co Investment Counsel | 0.27% | Add +12.7% | 15,972 | $356K |
| Rye Brook Capital LLC | 0.37% | New | 15,750 | $351K |
| Signet Financial Management, LLC | 0.04% | Add +11.7% | 14,809 | $330K |
| Farther Finance Advisors, LLC | 0.01% | No change | 14,640 | $327K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -31.1% | 13,765 | $306K |
| Camarda Financial Advisors, LLC | 0.12% | Add +11.0% | 13,391 | $299K |
| ShoreHaven Wealth Partners, LLC | 0.11% | Reduce -53.3% | 12,280 | $274K |
| Insight Wealth Strategies, LLC | 0.03% | Add +1.2% | 11,261 | $250K |
| Axxcess Wealth Management, LLC | 0.01% | New | 11,055 | $247K |
| Capital Asset Advisory Services LLC | 0.01% | New | 11,055 | $246K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +3.6% | 10,902 | $243K |
| Parallel Advisors, LLC | 0.00% | No change | 10,799 | $241K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,500 | $234K |
| Objective Capital Management, LLC | 0.26% | New | 10,285 | $229K |
| Thrive Wealth Management, LLC | 0.04% | New | 10,113 | $226K |
| Mission Wealth Management, LP | 0.00% | Reduce -19.1% | 10,016 | $223K |
| Diversified Trust Co. | 0.01% | No change | 10,000 | $223K |
| WealthCare Investment Partners, LLC | 0.08% | Add +0.7% | 10,014 | $222K |
| Integrated Wealth Concepts LLC | 0.00% | New | 9,848 | $220K |
| Perigon Wealth Management, LLC | 0.01% | New | 9,782 | $218K |
| Triad Wealth Partners, LLC | 0.04% | No change | 9,668 | $216K |
| Advisory Services Network, LLC | 0.00% | New | 9,461 | $209K |
| Weitzel Financial Services, Inc. | 0.09% | New | 9,470 | $209K |
| Kovack Advisors, Inc. | 0.02% | New | 9,025 | $201K |
| Sunbelt Securities, Inc. | 0.01% | Add +9.3% | 7,445 | $169K |
| Private Trust Co. NA | 0.02% | Add +590.4% | 7,484 | $167K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -40.6% | 6,787 | $151K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 6,584 | $147K |
| Kings Path Partners LLC | 0.04% | Add +103.7% | 4,493 | $100K |
| Keystone Financial Group, Inc. | 0.04% | Add +99.6% | 2,705 | $59K |
| BlackRock, Inc. | 0.00% | Reduce -33.9% | 2,547 | $57K |
| Harbour Investments, Inc. | 0.00% | No change | 2,416 | $54K |
| Tsfg, LLC | 0.01% | New | 2,250 | $50K |
| Spire Wealth Management | 0.00% | Add +103.2% | 2,184 | $49K |
| Comerica Bank | 0.00% | New | 2,006 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.8% | 1,860 | $41K |
| Global Retirement Partners, LLC | 0.00% | — | 1,346 | $30K |
| Jones Financial Companies LLLP | 0.00% | New | 1,175 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,075 | $24K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 965 | $22K |
| Ameritas Advisory Services, LLC | 0.00% | New | 529 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 462 | $10K |
| Brooklyn Investment Group | 0.00% | No change | 345 | $8K |
| WFA of San Diego, LLC | 0.00% | — | 300 | $7K |
| Golden State Wealth Management, LLC | 0.00% | New | 136 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -90.2% | 29 | $647 |
| Principal Securities, Inc. | 0.00% | Reduce -99.1% | 20 | $446 |
| Morgan Stanley | 0.00% | New | 2 | $48 |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.