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HIMU Institutional Ownership

Blackrock ETF Trust II - Ishares High Yield Muni Active ETF
1W: -0.6% 1M: -4.6% YTD: -5.5%
$45.41
-0.23 (-0.50%)
 
Weekly Expected Move ±1.2%
$44 $45 $45 $46 $46
ETF CBOE · AUM $2.4B

Institutional Ownership — HIMU

266
Institutional Holders
-38 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
37
New Positions
103
Increased
105
Reduced
29
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (330 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JONES FINANCIAL COMPANIES LLLP 3,191,614 145M +1,307,669 +69.4% 6Q SEC ↗
2 BANK OF AMERICA CORP /DE 2,464,112 112M +206,855 +9.2% 6Q SEC ↗
3 LPL Financial LLC 1,914,821 87M +234,913 +14.0% 6Q SEC ↗
4 BlackRock, Inc. 1,773,682 81M -290,475 -14.1% 6Q SEC ↗
5 MORGAN STANLEY 1,446,412 66M +157,391 +12.2% 6Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 1,336,041 61M +197,580 +17.4% 6Q SEC ↗
7 JPMORGAN CHASE & CO 1,050,409 48M +313,136 +42.5% 6Q SEC ↗
8 WELLS FARGO & COMPANY/MN 796,239 36M +16,140 +2.1% 6Q SEC ↗
9 AMERIPRISE FINANCIAL INC 677,219 31M +89,064 +15.1% 6Q SEC ↗
10 Tolleson Wealth Management, Inc. 625,952 28M +12,179 +2.0% 6Q SEC ↗
11 COMMONWEALTH EQUITY SERVICES, LLC 572,958 26M +46,496 +8.8% 6Q SEC ↗
12 UBS Group AG 492,770 22M -19,393 -3.8% 6Q SEC ↗
13 NATIXIS ADVISORS, LLC 460,490 21M +95,255 +26.1% 6Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 451,477 21M +10,743 +2.4% 6Q SEC ↗
15 Cetera Investment Advisers 445,415 20M +27,471 +6.6% 6Q SEC ↗
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 400,595 18M -19,168 -4.6% 6Q SEC ↗
17 Sanctuary Advisors, LLC 395,093 18M -3,610 -0.9% 6Q SEC ↗
18 Joel Isaacson & Co., LLC 337,157 15M +295,593 +711.2% 2Q SEC ↗
19 MML INVESTORS SERVICES, LLC 313,825 14M +126,012 +67.1% 6Q SEC ↗
20 Focused Wealth Management, Inc NEW 293,487 13M — +0.0% 1Q SEC ↗
21 Rockefeller Capital Management L.P. 231,943 11M -4,219 -1.8% 6Q SEC ↗
22 OSAIC HOLDINGS, INC. 214,452 10M +89,490 +71.6% 6Q SEC ↗
23 Integrated Wealth Concepts LLC 205,440 9M -58,753 -22.2% 6Q SEC ↗
24 Bank of New York Mellon Corp 200,169 9M -5,162 -2.5% 6Q SEC ↗
25 HANCOCK WHITNEY CORP 197,141 9M +2,939 +1.5% 6Q SEC ↗
26 DROMS STRAUSS ADVISORS INC /MO/ /ADV 195,693 9M +18,938 +10.7% 5Q SEC ↗
27 Kestra Advisory Services, LLC 176,846 8M +132,359 +297.5% 6Q SEC ↗
28 Willis Johnson & Associates, Inc. 172,500 8M +6,736 +4.1% 2Q SEC ↗
29 Prime Capital Investment Advisors, LLC 167,169 8M +3,837 +2.3% 2Q SEC ↗
30 Merit Financial Group, LLC 165,710 8M +53,030 +47.1% 3Q SEC ↗
31 J.Safra Asset Management Corp 156,043 7M -562 -0.4% 3Q SEC ↗
32 CWM, LLC 154,763 7M +12,998 +9.2% 5Q SEC ↗
33 TRUIST FINANCIAL CORP 148,482 7M +19,620 +15.2% 6Q SEC ↗
34 C2P Capital Advisory Group, LLC d.b.a. 146,866 7M +24,009 +19.5% 6Q SEC ↗
35 STIFEL FINANCIAL CORP 146,353 7M +39,045 +36.4% 6Q SEC ↗
36 Financial Synergies Wealth Advisors, I 132,800 6M -15,414 -10.4% 6Q SEC ↗
37 ROYAL BANK OF CANADA 127,070 6M +4,900 +4.0% 6Q SEC ↗
38 Summit Financial, LLC 104,980 5M -2,549 -2.4% 4Q SEC ↗
39 Axiom Financial Strategies, LLC 98,593 4M -15,087 -13.3% 2Q SEC ↗
40 Stratos Wealth Partners, LTD. 96,282 4M -14,291 -12.9% 5Q SEC ↗
41 Equitable Holdings, Inc. 95,842 4M +777 +0.8% 6Q SEC ↗
42 HUB Investment Partners, LLC 90,637 4M +1,742 +2.0% 3Q SEC ↗
43 JANE STREET GROUP, LLC 89,414 4M -104,148 -53.8% 4Q SEC ↗
44 PARK AVENUE SECURITIES LLC 86,870 4M +2,097 +2.5% 4Q SEC ↗
45 Janney Montgomery Scott LLC 84,878 4M -37,028 -30.4% 6Q SEC ↗
46 Ameritas Advisory Services, LLC 82,829 4M +38,119 +85.3% 4Q SEC ↗
47 Envestnet Portfolio Solutions, Inc. 80,137 4M +21,814 +37.4% 6Q SEC ↗
48 Cambridge Investment Research Advisors 73,478 3M +37,313 +103.2% 6Q SEC ↗
49 Advisory Services Network, LLC 71,149 3M +56,502 +385.8% 6Q SEC ↗
50 GC Wealth Management RIA, LLC 66,744 3M +2,169 +3.4% 6Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
JONES FINANCIAL COMPANIES LLLP +1,307,669 +69.4% 3,191,614
JPMORGAN CHASE & CO +313,136 +42.5% 1,050,409
Joel Isaacson & Co., LLC +295,593 +711.2% 337,157
LPL Financial LLC +234,913 +14.0% 1,914,821
BANK OF AMERICA CORP /DE +206,855 +9.2% 2,464,112
ENVESTNET ASSET MANAGEMENT INC +197,580 +17.4% 1,336,041
MORGAN STANLEY +157,391 +12.2% 1,446,412
Kestra Advisory Services, LLC +132,359 +297.5% 176,846
MML INVESTORS SERVICES, LLC +126,012 +67.1% 313,825
NATIXIS ADVISORS, LLC +95,255 +26.1% 460,490
OSAIC HOLDINGS, INC. +89,490 +71.6% 214,452
AMERIPRISE FINANCIAL INC +89,064 +15.1% 677,219
Advisory Services Network, LLC +56,502 +385.8% 71,149
UNITED CAPITAL FINANCIAL ADVISORS, +54,845 +816.1% 61,565
Merit Financial Group, LLC +53,030 +47.1% 165,710
COMMONWEALTH EQUITY SERVICES, LLC +46,496 +8.8% 572,958
STIFEL FINANCIAL CORP +39,045 +36.4% 146,353
Ameritas Advisory Services, LLC +38,119 +85.3% 82,829
Cambridge Investment Research Advis +37,313 +103.2% 73,478
Cetera Investment Advisers +27,471 +6.6% 445,415
Biggest Decreases (20)
HolderReducedChange %Total Shares
BlackRock, Inc. -290,475 -14.1% 1,773,682
JANE STREET GROUP, LLC -104,148 -53.8% 89,414
Vestmark Advisory Solutions, Inc. -104,091 -65.2% 55,483
Arax Advisory Partners -92,824 -75.6% 29,880
Cardinal Strategic Wealth Guidance -63,035 -83.8% 12,204
Shepherd Financial Partners LLC -59,708 -86.8% 9,070
Integrated Wealth Concepts LLC -58,753 -22.2% 205,440
Tower Research Capital LLC (TRC) -57,631 -63.9% 32,521
Apollon Wealth Management, LLC -57,197 -77.9% 16,244
Concurrent Investment Advisors, LLC -46,314 -79.2% 12,146
Ullmann Wealth Partners Group, LLC -40,886 -89.4% 4,831
Janney Montgomery Scott LLC -37,028 -30.4% 84,878
UBS Group AG -19,393 -3.8% 492,770
NORTHWESTERN MUTUAL WEALTH MANAGEME -19,168 -4.6% 400,595
EHRLICH FINANCIAL GROUP -16,496 -76.2% 5,149
Financial Synergies Wealth Advisors -15,414 -10.4% 132,800
Axiom Financial Strategies, LLC -15,087 -13.3% 98,593
Stratos Wealth Partners, LTD. -14,291 -12.9% 96,282
AE Wealth Management LLC -12,568 -52.7% 11,290
Mariner, LLC -10,104 -60.8% 6,513

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms