iShares Short Duration HighSHYMETF
13F holders, Q3 2025 (September 30)117holders +12
26new positions
14sold out
1famous investor
$22.34avg. 13F price*
At the end of Q3 2025, 117 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 12 from Q2 2025. 26 opened new positions and 14 sold out. The largest holders were Commonwealth Equity Services, LLC ($27.9M), LPL Financial LLC ($18.7M) and Envestnet Asset Management Inc. ($18.6M). 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 (Q3 2025)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.3M |
| Exits | 14 | $7.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,778,282 shares bought and 898,066 shares sold, net +880,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.0% | 1,246,754 | $27.9M |
| LPL Financial LLC | 0.01% | Add +13.6% | 835,685 | $18.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 834,083 | $18.6M |
| Osaic Holdings, Inc. | 0.02% | Add +42.4% | 504,997 | $11.3M |
| Kestra Investment Management, LLC | 0.30% | Add +8.8% | 492,820 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Add +16.2% | 373,410 | $8.3M |
| Prentice Wealth Management LLC | 1.68% | Reduce -3.7% | 305,477 | $6.8M |
| Dynasty Wealth Management, LLC | 0.08% | Add +3.9% | 273,429 | $6.1M |
| Quotient Wealth Partners, LLC | 0.17% | Add +4.3% | 271,049 | $6.1M |
| Trust Co | 0.60% | Add +26.8% | 262,134 | $5.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -17.4% | 216,599 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.6% | 201,769 | $4.5M |
| Cetera Investment Advisers | 0.00% | New | 166,585 | $3.7M |
| Aspen Wealth Management LLC | 0.78% | Add +55.6% | 157,725 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +128.7% | 155,233 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +8.2% | 138,311 | $3.1M |
| Advisory Resource Group | 0.53% | Reduce -4.5% | 132,499 | $3.0M |
| Forte Asset Management LLC | 1.24% | Reduce -42.1% | 115,666 | $2.6M |
| IHT Wealth Management, LLC | 0.06% | Add +3.7% | 114,063 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -7.9% | 113,781 | $2.5M |
| FourThought Financial Partners, LLC | 0.21% | Reduce -6.3% | 105,599 | $2.4M |
| Capital Analysts, LLC | 0.07% | Add +476.7% | 101,026 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +20.2% | 97,717 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +97.2% | 95,539 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +517.2% | 84,956 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -61.8% | 79,738 | $1.8M |
| Joseph Group Capital Management | 0.46% | Add +291.1% | 72,391 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +548.9% | 70,745 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | New | 70,983 | $1.6M |
| Tolleson Wealth Management, Inc. | 0.23% | No change | 65,600 | $1.5M |
| WCG Wealth Advisors LLC | 0.09% | New | 61,126 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +14.3% | 57,592 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +100.0% | 55,058 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +15.4% | 41,435 | $926K |
| Per Stirling Capital Management, LLC. | 0.11% | New | 40,530 | $905K |
| Destiny Wealth Partners, LLC | 0.10% | New | 37,577 | $839K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 37,339 | $834K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.5% | 36,699 | $820K |
| Beta Wealth Group, Inc. | 0.32% | Reduce -67.2% | 36,662 | $819K |
| ShoreHaven Wealth Partners, LLC | 0.25% | Add +147.5% | 30,393 | $679K |
| Allworth Financial LP | 0.00% | Reduce -7.3% | 30,271 | $676K |
| Penney Financial, LLC | 0.27% | No change | 27,300 | $610K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | No change | 26,500 | $592K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.5% | 24,529 | $548K |
| Creative Planning | 0.00% | No change | 23,423 | $523K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 22,397 | $500K |
| Park Avenue Securities LLC | 0.00% | Add +5.3% | 22,272 | $498K |
| Vertex Planning Partners, LLC | 0.09% | Add +24.5% | 22,046 | $493K |
| Citadel Advisors | 0.00% | New | 20,712 | $463K |
| &partners | 0.00% | Add +14.0% | 20,226 | $452K |
| Kuhn & Co Investment Counsel | 0.36% | Add +26.0% | 20,122 | $450K |
| Veracity Capital LLC | 0.14% | No change | 19,801 | $442K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -34.1% | 19,182 | $429K |
| Apollon Wealth Management, LLC | 0.01% | Add +11.9% | 18,733 | $418K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.8% | 18,693 | $418K |
| McAdam, LLC | 0.02% | Reduce -9.3% | 18,656 | $417K |
| Rialto Wealth Management, LLC | 0.10% | New | 17,713 | $396K |
| Ameriflex Group, Inc. | 0.14% | New | 17,262 | $386K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -8.0% | 17,160 | $383K |
| Harbour Investments, Inc. | 0.01% | Add +607.8% | 17,101 | $382K |
| Stifel Financial Corp. | 0.00% | New | 16,816 | $376K |
| Objective Capital Management, LLC | 0.38% | Add +60.9% | 16,545 | $370K |
| Signet Financial Management, LLC | 0.04% | Add +8.3% | 16,033 | $358K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.6% | 15,905 | $355K |
| Capital Asset Advisory Services LLC | 0.02% | Add +42.7% | 15,773 | $352K |
| Axxcess Wealth Management, LLC | 0.01% | Add +42.7% | 15,773 | $352K |
| Rye Brook Capital LLC | 0.30% | No change | 15,750 | $352K |
| Keebeck Wealth Management | 0.04% | New | 15,670 | $350K |
| Vawter Financial, Ltd. | 0.15% | New | 15,250 | $341K |
| Camarda Financial Advisors, LLC | 0.12% | Add +12.7% | 15,088 | $337K |
| RFG Advisory, LLC | 0.01% | Reduce -17.4% | 14,974 | $335K |
| Advisory Services Network, LLC | 0.00% | Add +35.8% | 12,849 | $287K |
| Claro Advisors Inc. | 0.04% | New | 11,719 | $262K |
| Insight Wealth Strategies, LLC | 0.03% | Add +1.0% | 11,378 | $254K |
| Castle Wealth Management LLC | 0.09% | New | 11,332 | $253K |
| Brookwood Investment Group LLC | 0.03% | New | 11,211 | $250K |
| M Wealth Management, LLC | 0.22% | New | 11,200 | $250K |
| NewEdge Wealth, LLC | 0.00% | New | 11,180 | $249K |
| NewEdge Advisors, LLC | 0.00% | Add +1041.2% | 11,013 | $246K |
| WealthCare Investment Partners, LLC | 0.08% | Add +9.1% | 10,926 | $243K |
| Sowell Financial Services LLC | 0.01% | New | 10,609 | $237K |
| Atria Investments, Inc | 0.00% | Reduce -83.4% | 10,563 | $236K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,500 | $235K |
| Mission Wealth Management, LP | 0.00% | Add +1.0% | 10,120 | $226K |
| Keystone Financial Group, Inc. | 0.13% | Add +273.1% | 10,092 | $225K |
| Diversified Trust Co. | 0.00% | No change | 10,000 | $223K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 9,872 | $221K |
| Perigon Wealth Management, LLC | 0.00% | No change | 9,782 | $219K |
| Triad Wealth Partners, LLC | 0.03% | No change | 9,668 | $216K |
| Weitzel Financial Services, Inc. | 0.09% | No change | 9,470 | $210K |
| TCFG Wealth Management, LLC | 0.08% | New | 9,266 | $207K |
| Thrivent Financial for Lutherans | 0.00% | New | 9,161 | $205K |
| JFS Wealth Advisors, LLC | 0.01% | Add +30.7% | 8,869 | $198K |
| Private Trust Co. NA | 0.01% | No change | 7,484 | $167K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -6.8% | 6,134 | $137K |
| IFP Advisors, Inc | 0.00% | New | 5,643 | $126K |
| Kings Path Partners LLC | 0.04% | Add +0.2% | 4,500 | $101K |
| Comerica Bank | 0.00% | Add +109.9% | 4,211 | $94K |
| GGM Financial LLC | 0.04% | New | 3,420 | $76K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -54.8% | 3,362 | $75K |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.