iShares Short Duration HighSHYMETF
13F holders, Q4 2025 (December 31)135holders +18
23new positions
12sold out
1famous investor
$22.23avg. 13F price*
At the end of Q4 2025, 135 institutions reported holding iShares Short Duration High (SHYM) in their 13F filings, up 18 from Q3 2025. 23 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($20.8M), Commonwealth Equity Services, LLC ($13.1M) and Osaic Holdings, Inc. ($11.3M). 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 2025)
- CUSIP
- 092528108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $21.9M |
| Exits | 12 | $14.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,886,130 shares bought and 1,998,743 shares sold, net −112,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| LPL Financial LLC | 0.01% | Add +11.9% | 935,025 | $20.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -52.8% | 588,103 | $13.1M |
| Osaic Holdings, Inc. | 0.02% | Add +0.9% | 509,326 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -44.6% | 462,105 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.3% | 357,400 | $7.9M |
| Strategic Equity Management | 2.36% | New | 313,634 | $7.0M |
| Quotient Wealth Partners, LLC | 0.17% | Add +8.3% | 293,566 | $6.5M |
| Trust Co | 0.59% | Add +7.8% | 282,487 | $6.3M |
| Dynasty Wealth Management, LLC | 0.06% | Add +0.7% | 275,461 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +96.1% | 271,230 | $6.0M |
| Moneywise, Inc. | 2.14% | New | 231,350 | $5.1M |
| Prentice Wealth Management LLC | 1.11% | Reduce -28.4% | 218,787 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +165.8% | 211,902 | $4.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -2.9% | 210,267 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.3% | 206,499 | $4.6M |
| IHT Wealth Management, LLC | 0.11% | Add +74.5% | 199,059 | $4.4M |
| Aspen Wealth Management LLC | 0.89% | Add +21.0% | 190,840 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +13.1% | 175,560 | $3.9M |
| Advisory Resource Group | 0.55% | Add +5.9% | 140,258 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -15.9% | 140,057 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +45.2% | 138,686 | $3.1M |
| Evergreen Wealth Partners LLC | 2.30% | — | 122,837 | $2.7M |
| Forte Asset Management LLC | 1.17% | Add +0.0% | 115,718 | $2.6M |
| FourThought Financial Partners, LLC | 0.20% | Add +0.5% | 106,073 | $2.4M |
| Capital Analysts, LLC | 0.06% | Add +4.3% | 105,384 | $2.3M |
| SK Wealth Management, LLC | 0.55% | New | 88,384 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.6% | 85,372 | $1.9M |
| WCG Wealth Advisors LLC | 0.05% | Add +37.0% | 83,717 | $1.9M |
| Keebeck Wealth Management | 0.21% | Add +414.6% | 80,640 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.3% | 74,538 | $1.7M |
| DeLarme Wealth Management, Inc. | 1.13% | — | 71,816 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +1.0% | 71,470 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -2.0% | 69,555 | $1.6M |
| Joseph Group Capital Management | 0.41% | Reduce -3.6% | 69,746 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -41.5% | 66,509 | $1.5M |
| Tolleson Wealth Management, Inc. | 0.21% | No change | 65,600 | $1.5M |
| COFG Advisors, LLC | 0.33% | — | 60,085 | $1.3M |
| Canal Capital Management, LLC | 0.17% | New | 55,123 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +14.0% | 47,232 | $1.0M |
| MBA Advisors LLC | 0.40% | New | 45,179 | $1.0M |
| Wealth Advisors of Tampa Bay, LLC | 0.34% | New | 45,000 | $1000K |
| Destiny Wealth Partners, LLC | 0.11% | Add +9.6% | 41,185 | $922K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +81.0% | 40,535 | $901K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.6% | 38,757 | $861K |
| Janney Montgomery Scott LLC | 0.00% | New | 38,719 | $860K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 37,339 | $830K |
| Rialto Wealth Management, LLC | 0.18% | Add +95.4% | 34,616 | $769K |
| Citadel Advisors | 0.00% | Add +64.8% | 34,133 | $758K |
| ShoreHaven Wealth Partners, LLC | 0.27% | Add +11.0% | 33,732 | $750K |
| Objective Capital Management, LLC | 0.73% | Add +95.0% | 32,257 | $717K |
| Kestra Advisory Services, LLC | 0.00% | Add +28.8% | 31,583 | $702K |
| Harbour Investments, Inc. | 0.01% | Add +84.3% | 31,519 | $700K |
| Beta Wealth Group, Inc. | 0.28% | Reduce -15.7% | 30,896 | $687K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 29,749 | $661K |
| Apollon Wealth Management, LLC | 0.01% | Add +53.4% | 28,733 | $638K |
| Allworth Financial LP | 0.00% | Reduce -5.2% | 28,703 | $638K |
| Elequin Capital, LP | 0.10% | Add +948.3% | 28,492 | $633K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +38.9% | 25,966 | $577K |
| Ellis Investment Partners, LLC | 0.10% | New | 25,097 | $558K |
| Kuhn & Co Investment Counsel | 0.35% | Add +17.9% | 23,720 | $527K |
| Creative Planning | 0.00% | No change | 23,423 | $520K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -57.9% | 23,189 | $515K |
| &partners | 0.00% | Add +9.6% | 22,170 | $493K |
| Vertex Planning Partners, LLC | 0.11% | Reduce -1.6% | 21,699 | $482K |
| Signet Financial Management, LLC | 0.05% | Add +33.1% | 21,335 | $474K |
| M Wealth Management, LLC | 0.41% | Add +89.3% | 21,200 | $471K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -50.8% | 19,945 | $443K |
| Legacy Edge Advisors, LLC | 0.05% | New | 19,860 | $441K |
| Veracity Capital LLC | 0.13% | No change | 19,801 | $440K |
| Vision Retirement, LLC | 0.11% | — | 18,258 | $406K |
| Serenity Investment Advisors | 0.24% | — | 18,174 | $405K |
| NewEdge Advisors, LLC | 0.00% | Add +64.9% | 18,158 | $403K |
| McAdam, LLC | 0.02% | Reduce -4.7% | 17,774 | $395K |
| Park Avenue Securities LLC | 0.00% | Reduce -22.6% | 17,227 | $383K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 16,834 | $374K |
| Bedel Financial Consulting, Inc. | 0.04% | New | 16,712 | $371K |
| WealthCare Investment Partners, LLC | 0.11% | Add +50.5% | 16,449 | $366K |
| Weitzel Financial Services, Inc. | 0.14% | Add +72.2% | 16,306 | $363K |
| Capital Asset Advisory Services LLC | 0.01% | Add +1.4% | 15,998 | $357K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.4% | 15,998 | $355K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 15,944 | $354K |
| Rye Brook Capital LLC | 0.33% | No change | 15,750 | $350K |
| RFG Advisory, LLC | 0.01% | Add +2.3% | 15,322 | $340K |
| Vawter Financial, Ltd. | 0.14% | No change | 15,250 | $339K |
| Equitable Holdings, Inc. | 0.00% | Add +45.1% | 15,239 | $339K |
| Camarda Financial Advisors, LLC | 0.13% | Add +0.2% | 15,124 | $336K |
| Brookwood Investment Group LLC | 0.04% | Add +34.1% | 15,029 | $334K |
| Advisory Services Network, LLC | 0.00% | Add +11.7% | 14,351 | $319K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 14,034 | $312K |
| Castle Wealth Management LLC | 0.10% | Add +19.7% | 13,565 | $301K |
| Beto Financial Group, LLC | 0.20% | — | 13,203 | $295K |
| Bowman & Co S.C. | 0.12% | New | 12,950 | $288K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -34.2% | 12,615 | $280K |
| Insight Wealth Strategies, LLC | 0.03% | Add +1.6% | 11,558 | $257K |
| Alpha Financial Partners LLC | 0.15% | New | 11,273 | $250K |
| NewEdge Wealth, LLC | 0.00% | No change | 11,180 | $248K |
| Sowell Financial Services LLC | 0.01% | Add +1.9% | 10,815 | $240K |
| Atria Investments, Inc | 0.00% | No change | 10,563 | $235K |
| Voisard Asset Management Group, Inc. | 0.05% | New | 10,450 | $232K |
| Diversified Trust Co. | 0.00% | No change | 10,000 | $222K |
"% of holder's portfolio" is SHYM's weight in each manager's 13F, not the share of iShares Short Duration High the manager owns.