Who owns SHYM?
iShares Short Duration High Yield Muni Active ETF · iShares
150 institutions reported holding SHYM, worth $474.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SHYM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Orgel Wealth Management, LLC | Altoona, WI | $182.9M | 8,146,410 | New position |
| LPL Financial LLC | Fort Mill, SC | $59.1M | 2,630,748 | +1,185,089 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $29.7M | 1,321,690 | +38,380 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $18.8M | 838,089 | +212,356 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $17.1M | 762,198 | +149,516 shares |
| JPMorgan Chase & Co | New York, NY | $9.3M | 415,599 | +32,779 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $8.8M | 390,454 | +193,358 shares |
| HighTower Advisors, LLC | Chicago, IL | $8.3M | 371,409 | +57,711 shares |
| Quotient Wealth Partners, LLC | Dallas, TX | $7.3M | 323,488 | +21,565 shares |
| Dynasty Wealth Management, LLC | St. Petersburg, FL | $7.1M | 317,510 | +14,332 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SHYM?
150 institutional managers reported holding SHYM in Form 13F filings for June 30, 2026, worth $474.5M in total. The largest reported position was held by Orgel Wealth Management, LLC, at $182.9M.
Did institutions buy or sell SHYM last quarter?
Reported 13F value rose 99.7% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SHYM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.