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iShares High Yield Muni Active ETF (HIMU) Institutional Ownership

iShares High Yield Muni Active ETF logo
$49.62 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares High Yield Muni Active ETF (BATS:HIMU)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$72.46M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$42.76M
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HIMU Institutional Buying and Selling by Quarter

iShares High Yield Muni Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Arkadios Wealth Advisors13,243$635K0.0%+14.5%0.035%
5/7/2026Vision Retirement LLC18,101$868K0.2%-43.6%0.048%
5/6/2026Bessemer Group Inc.3,000$144K0.0%N/A0.008%
5/5/2026Bank of New York Mellon Corp205,331$9.85M0.0%-20.1%0.544%
5/1/2026Manning & Napier Advisors LLC5,346$255K0.0%N/A0.014%
4/28/2026Ascentis Independent Advisors690$33K0.0%N/A0.002%
4/22/2026Janney Montgomery Scott LLC121,906$5.85M0.0%+5.0%0.323%
4/22/2026Venturi Wealth Management LLC9,116$437K0.0%+88.7%0.024%
2/17/2026Advisory Services Network LLC9,313$453K0.0%-4.2%0.018%
2/17/2026Silver Grove Financial Group Inc.1,858$90K0.1%N/A0.004%
2/16/2026Icon Wealth Advisors LLC154,678$7.53M0.5%-4.6%0.303%
2/13/2026Gen Wealth Partners Inc8,831$430K0.1%+43.6%0.017%
2/13/2026Arkadios Wealth Advisors11,570$563K0.0%+27.6%0.023%
2/11/2026Janney Montgomery Scott LLC116,149$5.65M0.0%+21.8%0.228%
2/11/2026J.Safra Asset Management Corp162,041$7.89M0.4%N/A0.317%
2/11/2026JPMorgan Chase & Co.1,623,793$79.05M0.0%-19.6%3.181%
2/10/2026Thoroughbred Financial Services LLC10,538$512K0.0%+2.0%0.021%
2/9/2026Cary Street Partners Investment Advisory LLC4,897$238K0.1%N/A0.010%
2/9/2026Atlatl Advisers LLC21,579$1.05M0.4%+9.1%0.042%
2/6/2026Keystone Financial Group33,519$1.63M0.1%+7.1%0.066%
2/6/2026Magnolia Private Wealth LLC11,247$548K0.4%N/A0.022%
2/6/2026Synergy Investment Management LLC10,984$535K0.2%+4.3%0.022%
2/5/2026Western Wealth Management LLC4,783$233K0.0%N/A0.009%
2/4/2026GGM Financials LLC12,936$630K0.3%+3.4%0.025%
2/2/2026Cornerstone Planning Group LLC9,995$490K0.1%+3.4%0.020%
1/30/2026Strategic Blueprint LLC17,857$869K0.1%-4.3%0.035%
1/27/2026First Horizon Corp1,465$71K0.0%+21.2%0.003%
1/23/2026Farther Finance Advisors LLC22,399$1.09M0.0%+142.2%0.045%
1/22/2026Venturi Wealth Management LLC4,830$235K0.0%+15.7%0.010%
1/21/2026Flagship Harbor Advisors LLC1,616$79K0.0%N/A0.003%
1/20/2026SOA Wealth Advisors LLC.17,239$839K0.1%-1.8%0.035%
1/5/2026Rosenberg Matthew Hamilton8,537$416K0.1%+52.3%0.018%
1/2/2026 Global Wealth Strategies & Associates5,254$256K0.1%N/A0.011%
11/26/2025JPMorgan Chase & Co.2,019,529$99.34M0.0%+5.9%4.373%
11/19/2025Sunbelt Securities Inc.3,670$181K0.0%N/A0.008%
11/17/2025Keystone Financial Group31,311$1.54M0.1%+14.5%0.068%
11/17/2025NewEdge Advisors LLC122,774$6.04M0.0%+70.5%0.266%
11/17/2025Integrated Wealth Concepts LLC177,550$8.73M0.1%-38.8%0.384%
11/17/2025Flow Traders U.S. LLC9,960$490K0.0%-34.2%0.022%
11/17/2025Ameriprise Financial Inc.385,541$18.96M0.0%+81.8%0.835%
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11/13/2025BOKF NA743$37K0.0%N/A0.002%
11/10/2025GGM Financials LLC12,509$615K0.3%N/A0.027%
11/7/2025Synergy Investment Management LLC10,530$518K0.2%N/A0.023%
11/7/2025JPMorgan Chase & Co.2,019,529$99.34M0.0%+5.9%4.373%
11/4/2025Cornerstone Planning Group LLC9,666$476K0.1%+6,904.3%0.021%
11/4/2025Compass Financial Services Inc3,262$160K0.1%-55.9%0.007%
11/4/2025Atlatl Advisers LLC19,777$973K0.4%+100.1%0.043%
11/4/2025Transcend Capital Advisors LLC7,617$375K0.0%N/A0.016%
11/3/2025GPS Wealth Strategies Group LLC3,781$186K0.0%-8.0%0.008%
10/29/2025Arkadios Wealth Advisors9,068$446K0.0%+25.7%0.020%
10/27/2025First Horizon Corp1,209$59K0.0%N/A0.003%
10/23/2025Venturi Wealth Management LLC4,174$205K0.0%N/A0.009%
10/23/2025Strategic Blueprint LLC18,668$918K0.0%-23.0%0.041%
10/22/2025CoreCap Advisors LLC688$34K0.0%+42.7%0.001%
10/21/2025SOA Wealth Advisors LLC.17,557$864K0.1%+9.9%0.038%
10/14/2025Farther Finance Advisors LLC9,249$455K0.0%+43.0%0.020%
8/15/2025Tolleson Wealth Management Inc.464,974$22.61M3.9%+12.8%1.217%
8/15/2025Ameriprise Financial Inc.212,085$10.31M0.0%-56.8%0.555%
8/13/2025Flow Traders U.S. LLC15,141$736K0.0%N/A0.040%
8/12/2025JPMorgan Chase & Co.1,906,785$92.73M0.0%+37.9%4.989%
8/6/2025Ethos Financial Group LLC4,937$240K0.0%N/A0.013%
8/6/2025First Horizon Advisors Inc.43,208$2.10M0.1%-5.6%0.113%
8/5/2025GPS Wealth Strategies Group LLC4,109$200K0.0%+21.0%0.011%
8/4/2025Arkadios Wealth Advisors7,213$351K0.0%N/A0.019%
7/31/2025Atlatl Advisers LLC9,886$481K0.2%-2.4%0.026%
7/30/2025Strategic Blueprint LLC24,259$1.18M0.1%+3.8%0.063%
7/28/2025Rosenberg Matthew Hamilton1,998$97K0.0%+450.4%0.005%
7/18/2025SOA Wealth Advisors LLC.15,981$777K0.1%N/A0.042%
7/17/2025Janney Montgomery Scott LLC83,127$4.04M0.0%+1,725.8%0.218%
7/11/2025Farther Finance Advisors LLC6,470$315K0.0%N/A0.017%
5/16/2025Tolleson Wealth Management Inc.412,393$20.43M3.9%N/A1.117%
5/15/2025OLD Mission Capital LLC28,770$1.43M0.0%N/A0.078%
5/13/2025Gen Wealth Partners Inc3,365$167K0.1%N/A0.009%
5/5/2025IFP Advisors Inc20,894$1.04M0.0%N/A0.057%
4/29/2025YANKCOM Partnership2,582$128K0.1%N/A0.007%
4/29/2025Bank of New York Mellon Corp23,320$1.16M0.0%N/A0.063%
4/29/2025Strategic Blueprint LLC23,369$1.16M0.1%N/A0.064%
4/28/2025First Horizon Advisors Inc.45,749$2.27M0.1%N/A0.124%
4/28/2025Fedenia Advisers LLC10,131$502K0.3%N/A0.028%
4/24/2025Transcend Capital Advisors LLC4,452$221K0.0%N/A0.012%
4/17/2025Janney Montgomery Scott LLC4,553$226K0.0%N/A0.012%
4/10/2025Thurston Springer Miller Herd & Titak Inc.1,696$84K0.0%N/A0.005%


HIMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of iShares High Yield Muni Active ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($79.05M), Tolleson Wealth Management Inc. ($22.61M), Ameriprise Financial Inc. ($18.96M), Bank of New York Mellon Corp ($9.85M), Integrated Wealth Concepts LLC ($8.73M), J.Safra Asset Management Corp ($7.89M), and Icon Wealth Advisors LLC ($7.53M).Learn more on iShares High Yield Muni Active ETF's institutional investors.

Of the 43 institutional investors that purchased iShares High Yield Muni Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($749.21K), Tolleson Wealth Management Inc. ($464.97K), Ameriprise Financial Inc. ($173.46K), J.Safra Asset Management Corp ($162.04K), Janney Montgomery Scott LLC ($109.68K), NewEdge Advisors LLC ($50.76K), and First Horizon Advisors Inc. ($45.75K).

Institutional investors have bought a total of 1,488,658 shares in the last 24 months. This purchase volume represents approximately $72.46M in transactions.

Of the 14 institutional investors that sold iShares High Yield Muni Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($395.74K), Ameriprise Financial Inc. ($278.72K), Integrated Wealth Concepts LLC ($112.75K), Bank of New York Mellon Corp ($51.65K), Vision Retirement LLC ($14.02K), Icon Wealth Advisors LLC ($7.43K), and Strategic Blueprint LLC ($6.40K).

Institutional investors have sold a total of 879,850 shares in the last 24 months. This volume of shares sold represents approximately $42.76M in transactions.



This page (BATS:HIMU) was last updated on 7/5/2026 by MarketBeat.com Staff.
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