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iShares High Yield Muni Income Active ETF (HYMU) Institutional Ownership

iShares High Yield Muni Income Active ETF logo
$22.21 -0.02 (-0.09%)
As of 07/3/2025
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Institutional Ownership Changes (13F Filings) for iShares High Yield Muni Income Active ETF (BATS:HYMU)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$21.19M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$351.88K
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HYMU Institutional Buying and Selling by Quarter

iShares High Yield Muni Income Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2025FourThought Financial Partners LLC111,222$2.52M0.3%-2.6%2.472%
4/24/2025Sunbelt Securities Inc.6,809$154K0.0%-8.5%0.151%
4/14/2025Farther Finance Advisors LLC14,640$332K0.0%N/A0.325%
3/24/2025Mascagni Wealth Management Inc.4,192$95K0.1%N/A0.093%
2/18/2025Sunbelt Securities Inc.7,445$169K0.0%+89.3%0.165%
2/17/2025Tolleson Wealth Management Inc.67,570$1.53M0.3%N/A1.502%
2/17/2025Redwood Investment Management LLC8,877$201K0.0%N/A0.197%
2/17/2025Cary Street Partners Financial LLC8,920$202K0.0%N/A0.198%
2/12/2025JPMorgan Chase & Co.379,118$8.59M0.0%+15.4%8.425%
2/4/2025FourThought Financial Partners LLC114,135$2.59M0.3%-4.4%2.536%
2/4/2025Commonwealth Retirement Investments LLC15,368$348K0.1%N/A0.342%
12/26/2024JPMorgan Chase & Co.328,575$7.62M0.0%+22.1%7.302%
11/18/2024Sunbelt Securities Inc.3,932$91K0.0%+710.7%0.087%
11/13/2024Private Trust Co. NA1,084$25K0.0%N/A0.024%
10/9/2024Quotient Wealth Partners LLC242,044$5.61M0.2%+5.2%5.379%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors17,451$405K0.0%N/A0.388%
10/8/2024 Helen Stephens Group LLC57,981$1.34M0.4%+191.5%1.288%
10/8/2024WealthCare Investment Partners LLC8,801$203K0.1%N/A0.196%
10/7/2024Prentice Wealth Management LLC281,243$6.52M1.9%+24.3%6.250%
10/7/2024Cora Capital Advisors LLC16,000$371K0.2%N/A0.356%
10/3/2024Park Avenue Securities LLC17,092$396K0.0%N/A0.380%
9/5/2024Sanctuary Advisors LLC158,900$3.52M0.0%N/A3.531%
8/21/2024Truist Financial Corp230,505$5.22M0.0%-2.5%5.122%
8/9/2024Ocean Park Asset Management LLC95,300$2.16M0.1%N/A2.118%
8/8/2024Kuhn & Co Investment Counsel9,330$211K0.2%N/A0.207%
8/6/2024Ausdal Financial Partners Inc.15,798$358K0.0%+8.5%0.351%
8/2/2024Mattern Capital Management LLC11,075$251K0.0%-5.7%0.246%
8/1/2024Natixis Advisors LLC37,428$847K0.0%N/A0.832%
7/31/2024Commonwealth Equity Services LLC161,807$3.66M0.0%+112.7%3.596%
7/31/2024Americana Partners LLC22,653$513K0.0%N/A0.503%
7/24/2024Quotient Wealth Partners LLC230,130$5.21M0.2%+6.5%5.114%
7/24/2024Premier Path Wealth Partners LLC27,592$625K0.1%N/A0.613%
7/11/2024Prentice Wealth Management LLC226,182$5.12M1.7%+32.8%5.026%
7/10/2024 Helen Stephens Group LLC19,889$450K0.2%N/A0.442%
5/21/2024Atria Investments Inc103,846$2.33M0.0%-2.1%2.308%
5/16/2024Dynasty Wealth Management LLC220,238$4.94M0.2%N/A4.894%
5/11/2024Hirtle Callaghan & Co LLC18,150$407K0.0%N/A0.403%
4/29/2024Commonwealth Equity Services LLC76,076$1.71M0.0%+11.8%1.811%
4/26/2024McKinley Carter Wealth Services Inc.9,627$216K0.0%N/A0.229%
4/18/2024Diversified Trust Co10,000$224K0.0%N/A0.357%
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4/15/2024Signet Financial Management LLC12,107$272K0.0%N/A0.432%
4/15/2024Prentice Wealth Management LLC170,317$3.82M1.3%+82.8%6.083%
4/12/2024CGN Advisors LLC9,298$209K0.0%N/A0.332%
2/12/2024Beta Wealth Group Inc.109,192$2.42M1.3%-20.6%3.900%
2/8/2024Quotient Wealth Partners LLC180,688$4.00M0.2%N/A6.453%
2/6/2024Apollon Wealth Management LLC17,000$376K0.0%N/A0.607%
2/2/2024Truist Financial Corp191,863$4.24M0.0%-10.8%6.852%
2/1/20241900 Wealth Management LLC38,300$847K0.1%N/A1.368%
1/31/2024Wetzel Investment Advisors Inc.8,828$195K0.1%N/A0.315%
1/22/2024Veracity Capital LLC19,800$438K0.2%N/A0.707%
1/19/2024New Capital Management LP11,160$247K0.1%N/A0.399%
1/11/2024Prentice Wealth Management LLC93,189$2.06M0.8%+67.3%3.328%
11/8/2023Mattern Capital Management LLC10,740$220K0.0%-5.8%0.384%
11/7/2023Atria Investments Inc55,541$1.14M0.0%+1.3%1.984%
10/23/2023Commonwealth Equity Services LLC58,914$1.21M0.0%+17.0%2.104%
10/16/2023Prentice Wealth Management LLC55,699$1.14M0.5%+467.4%1.989%
8/11/2023Beta Wealth Group Inc.139,860$3.05M1.8%+16.6%5.180%
8/10/2023Wintrust Investments LLC34,968$761K0.1%N/A1.295%
8/4/2023Atria Investments Inc54,825$1.19M0.0%N/A2.031%
8/1/2023Truist Financial Corp165,298$3.60M0.0%+6.1%6.122%
7/27/2023B. Riley Wealth Advisors Inc.20,577$448K0.0%N/A0.762%
7/21/2023Walkner Condon Financial Advisors LLC11,600$253K0.1%N/A0.430%
7/6/2023Prentice Wealth Management LLC9,816$214K0.1%N/A0.409%
5/9/2023Beta Wealth Group Inc.119,978$2.59M1.5%+8.8%5.999%
5/5/2023Truist Financial Corp155,862$3.36M0.0%-9.9%7.793%
4/24/2023Paces Ferry Wealth Advisors LLC9,298$201K0.2%-11.5%0.465%
4/18/2023Horan Securities Inc.1,390$30K0.0%-26.7%0.070%
3/6/2023OLD Mission Capital LLC3,811$80K0.0%N/A0.000%
2/13/2023Beta Wealth Group Inc.110,232$2.33M1.6%+3.8%0.000%
2/9/2023HighTower Advisors LLC44,451$938K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC29,721$627K0.0%N/A0.000%
2/7/2023Condor Capital Management139,281$2.94M0.4%-48.7%0.000%
2/6/2023Mattern Capital Management LLC11,910$251K0.0%N/A0.000%
1/24/2023Paces Ferry Wealth Advisors LLC10,501$222K0.2%N/A0.000%
1/17/2023Horan Securities Inc.1,897$40K0.0%-82.0%0.000%
1/17/2023Armstrong Advisory Group Inc.2,163$46K0.0%N/A0.000%
1/13/2023AdvisorNet Financial Inc1,883$40K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

HYMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYMU shares?

During the previous two years, 43 institutional investors and hedge funds held shares of iShares High Yield Muni Income Active ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($8.59M), Prentice Wealth Management LLC ($6.52M), Quotient Wealth Partners LLC ($5.61M), Truist Financial Corp ($5.22M), Dynasty Wealth Management LLC ($4.94M), Commonwealth Equity Services LLC ($3.66M), and Sanctuary Advisors LLC ($3.52M).Learn more on iShares High Yield Muni Income Active ETF's institutional investors.

Which institutional investors have been buying iShares High Yield Muni Income Active ETF's stock?

Of the 41 institutional investors that purchased iShares High Yield Muni Income Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prentice Wealth Management LLC ($281.24K), Dynasty Wealth Management LLC ($220.24K), Quotient Wealth Partners LLC ($206.58K), Sanctuary Advisors LLC ($158.90K), JPMorgan Chase & Co. ($109.93K), Commonwealth Equity Services LLC ($102.29K), and Ocean Park Asset Management LLC ($95.30K).

How much institutional buying is happening at iShares High Yield Muni Income Active ETF?

Institutional investors have bought a total of 929,851 shares in the last 24 months. This purchase volume represents approximately $21.19M in transactions.

Which of iShares High Yield Muni Income Active ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares High Yield Muni Income Active ETF stock in the last 24 months: FourThought Financial Partners LLC ($8.22K), Truist Financial Corp ($6.01K), Mattern Capital Management LLC ($669.00), and Sunbelt Securities Inc. ($636.00).

How much institutional selling is happening at iShares High Yield Muni Income Active ETF?

Institutional investors have sold a total of 15,530 shares in the last 24 months. This volume of shares sold represents approximately $351.88K in transactions.


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This page (BATS:HYMU) was last updated on 7/4/2025 by MarketBeat.com Staff
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