Who owns iShares Short Duration High Yield Muni Active ETF?
Institutional ownership of SHYM from SEC Form 13F filings across 100 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.
100
13F holders
$218.5M
value, 2026 filers
58.6%
of shares outstanding (10.4M sh)
16
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 | LPL Financial LLC | 2.6M | $59.1M | 0.0% | 14.8% | +82.0% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1.3M | $29.7M | 0.0% | 7.4% | +3.0% |
| 3 | OSAIC HOLDINGS, INC. | 838,089 | $18.8M | 0.0% | 4.7% | +33.9% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 762,198 | $17.1M | 0.0% | 4.3% | +24.4% |
| 5 | JPMORGAN CHASE & CO | 415,599 | $9.3M | 0.0% | 2.3% | +8.6% |
| 6 | Cambridge Investment Research Advisors, Inc. | 390,454 | $8,766 | 0.0% | 2.2% | +98.1% |
| 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 | Trust Co | 286,957 | $6.4M | 0.6% | 1.6% | -1.7% |
| 10 | MML INVESTORS SERVICES, LLC | 217,172 | $4.9M | 0.0% | 1.2% | +14.8% |
| 11 | Rialto Wealth Management, LLC | 161,516 | $3.6M | 0.7% | 0.9% | +47.3% |
| 12 | IHT Wealth Management, LLC | 157,020 | $3.5M | 0.1% | 0.9% | -42.8% |
| 13 | Ashton Thomas Private Wealth, LLC | 138,370 | $3.1M | 0.1% | 0.8% | -1.1% |
| 14 | Capital Analysts, LLC | 137,977 | $3,098 | 0.1% | 0.8% | -1.7% |
| 15 | Cetera Investment Advisers | 107,759 | $2.4M | 0.0% | 0.6% | +2.5% |
| 16 | FourThought Financial Partners, LLC | 106,231 | $2.4M | 0.2% | 0.6% | +0.1% |
| 17 | TRUIST FINANCIAL CORP | 105,171 | $2.4M | 0.0% | 0.6% | +12.2% |
| 18 | Janney Montgomery Scott LLC | 105,010 | $2,357 | 0.0% | 0.6% | +25.0% |
| 19 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 88,577 | $2.0M | 0.1% | 0.5% | +26.5% |
| 20 | Ausdal Financial Partners, Inc. | 78,991 | $1.8M | 0.1% | 0.4% | +2.7% |
| 21 | WCG Wealth Advisors LLC | 69,927 | $1.6M | 0.0% | 0.4% | -16.5% |
| 22 | SK Wealth Management, LLC | 64,431 | $1.4M | 0.3% | 0.4% | -25.3% |
| 23 | Elequin Capital, LPNEW | 63,097 | $1.4M | 0.0% | 0.4% | new |
| 24 | COFG Advisors, LLC | 59,216 | $1.3M | 0.2% | 0.3% | -2.1% |
| 25 | Ellis Investment Partners, LLC | 54,487 | $1.2M | 0.2% | 0.3% | +63.2% |
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.