Who owns iShares Short Duration High Yield Muni Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SHYM from SEC Form 13F filings across 150 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 150 institutions disclosed 20.9M shares of iShares Short Duration High Yield Muni Active ETF worth $470.1M — about 117.6% of shares outstanding; the largest disclosed holder is Orgel Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
150
13F holders
$470.1M
value, 2026 filers
117.6%
of shares outstanding (20.9M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SHYM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLCNEW | 8.1M | $182.9M | 3.5% | 45.8% | new |
| 2 | LPL Financial LLC | 2.6M | $59.1M | 0.0% | 14.8% | +82.0% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 1.3M | $29.7M | 0.0% | 7.4% | +3.0% |
| 4 | OSAIC HOLDINGS, INC. | 838,089 | $18.8M | 0.0% | 4.7% | +33.9% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 762,198 | $17.1M | 0.0% | 4.3% | +24.4% |
| 6 | JPMORGAN CHASE & CO | 415,599 | $9.3M | 0.0% | 2.3% | +8.6% |
| 7 | HighTower Advisors, LLC | 371,409 | $8.3M | 0.0% | 2.1% | +18.4% |
| 8 | Quotient Wealth Partners, LLC | 323,488 | $7.3M | 0.2% | 1.8% | +7.1% |
| 9 | Dynasty Wealth Management, LLC | 317,510 | $7.1M | 0.1% | 1.8% | +4.7% |
| 10 | Trust Co | 286,957 | $6.4M | 0.6% | 1.6% | -1.7% |
| 11 | Prentice Wealth Management LLC | 247,048 | $5.5M | 1.1% | 1.4% | +14.2% |
| 12 | MML INVESTORS SERVICES, LLC | 217,172 | $4.9M | 0.0% | 1.2% | +14.8% |
| 13 | Cambridge Investment Research Advisors, Inc. | 195,227 | $4.4M | 0.0% | 1.1% | -0.9% |
| 14 | FORTE ASSET MANAGEMENT LLC | 178,446 | $4.0M | 1.6% | 1% | 0.0% |
| 15 | Evergreen Wealth Partners LLC | 162,722 | $3.7M | 2.2% | 0.9% | +7.5% |
| 16 | Rialto Wealth Management, LLC | 161,516 | $3.6M | 0.7% | 0.9% | +47.3% |
| 17 | IHT Wealth Management, LLC | 157,020 | $3.5M | 0.1% | 0.9% | -42.8% |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 154,176 | $3.5M | 0.0% | 0.9% | -12.8% |
| 19 | Ashton Thomas Private Wealth, LLC | 138,370 | $3.1M | 0.1% | 0.8% | -1.1% |
| 20 | Capital Analysts, LLC | 137,977 | $3.1M | 0.1% | 0.8% | -1.7% |
| 21 | Vertex Planning Partners, LLC | 135,923 | $3.1M | 0.5% | 0.8% | +16.3% |
| 22 | Cetera Investment Advisers | 107,759 | $2.4M | 0.0% | 0.6% | +2.5% |
| 23 | FourThought Financial Partners, LLC | 106,231 | $2.4M | 0.2% | 0.6% | +0.1% |
| 24 | TRUIST FINANCIAL CORP | 105,171 | $2.4M | 0.0% | 0.6% | +12.2% |
| 25 | Janney Montgomery Scott LLC | 105,010 | $2.4M | 0.0% | 0.6% | +25.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.