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

iShares High Yield Muni Income Active ETF logo
$22.99 +0.07 (+0.31%)
As of 02/21/2025

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$28.94M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$322.19K
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HYMU Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.7,445$169K0.0%+89.3%0.165%
2/17/2025 Tolleson Wealth Management Inc.67,570$1.53M0.3%N/A1.502%
2/17/2025 Redwood Investment Management LLC8,877$201K0.0%N/A0.197%
2/17/2025 Cary Street Partners Financial LLC8,920$202K0.0%N/A0.198%
2/12/2025 JPMorgan Chase & Co.379,118$8.59M0.0%+15.4%8.425%
2/4/2025 FourThought Financial Partners LLC114,135$2.59M0.3%-4.4%2.536%
2/4/2025 Commonwealth Retirement Investments LLC15,368$348K0.1%N/A0.342%
12/26/2024 JPMorgan Chase & Co.328,575$7.62M0.0%+22.1%7.302%
11/18/2024 Sunbelt Securities Inc.3,932$91K0.0%+710.7%0.087%
11/13/2024 Private Trust Co. NA1,084$25K0.0%N/A0.024%
10/9/2024 Quotient Wealth Partners LLC242,044$5.61M0.2%+5.2%5.379%
10/8/2024 C2P 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%
10/8/2024 WealthCare Investment Partners LLC8,801$203K0.1%N/A0.196%
10/7/2024 Prentice Wealth Management LLC281,243$6.52M1.9%+24.3%6.250%
10/7/2024 Cora Capital Advisors LLC16,000$371K0.2%N/A0.356%
10/3/2024 Park Avenue Securities LLC17,092$396K0.0%N/A0.380%
9/5/2024 Sanctuary Advisors LLC158,900$3.52M0.0%N/A3.531%
8/21/2024 Truist Financial Corp230,505$5.22M0.0%-2.5%5.122%
8/9/2024 Ocean Park Asset Management LLC95,300$2.16M0.1%N/A2.118%
8/8/2024 Kuhn & Co Investment Counsel9,330$211K0.2%N/A0.207%
8/6/2024 Ausdal Financial Partners Inc.15,798$358K0.0%+8.5%0.351%
8/2/2024 Mattern Capital Management LLC11,075$251K0.0%-5.7%0.246%
8/1/2024 Natixis Advisors LLC37,428$847K0.0%N/A0.832%
7/31/2024 Commonwealth Equity Services LLC161,807$3.66M0.0%+112.7%3.596%
7/31/2024 Americana Partners LLC22,653$513K0.0%N/A0.503%
7/24/2024 Quotient Wealth Partners LLC230,130$5.21M0.2%+6.5%5.114%
7/24/2024 Premier Path Wealth Partners LLC27,592$625K0.1%N/A0.613%
7/11/2024 Prentice Wealth Management LLC226,182$5.12M1.7%+32.8%5.026%
7/10/2024 Helen Stephens Group LLC19,889$450K0.2%N/A0.442%
5/21/2024 Atria Investments Inc103,846$2.33M0.0%-2.1%2.308%
5/16/2024 Dynasty Wealth Management LLC220,238$4.94M0.2%N/A4.894%
5/11/2024 Hirtle Callaghan & Co LLC18,150$407K0.0%N/A0.403%
4/29/2024 Commonwealth Equity Services LLC76,076$1.71M0.0%+11.8%1.811%
4/26/2024 McKinley Carter Wealth Services Inc.9,627$216K0.0%N/A0.229%
4/18/2024 Diversified Trust Co10,000$224K0.0%N/A0.357%
4/15/2024 Signet Financial Management LLC12,107$272K0.0%N/A0.432%
4/15/2024 Prentice Wealth Management LLC170,317$3.82M1.3%+82.8%6.083%
4/12/2024 CGN Advisors LLC9,298$209K0.0%N/A0.332%
2/12/2024 Beta Wealth Group Inc.109,192$2.42M1.3%-20.6%3.900%
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2/8/2024 Quotient Wealth Partners LLC180,688$4.00M0.2%N/A6.453%
2/6/2024 Apollon Wealth Management LLC17,000$376K0.0%N/A0.607%
2/2/2024 Truist Financial Corp191,863$4.24M0.0%-10.8%6.852%
2/1/2024 1900 Wealth Management LLC38,300$847K0.1%N/A1.368%
1/31/2024 Wetzel Investment Advisors Inc.8,828$195K0.1%N/A0.315%
1/22/2024 Veracity Capital LLC19,800$438K0.2%N/A0.707%
1/19/2024 New Capital Management LP11,160$247K0.1%N/A0.399%
1/11/2024 Prentice Wealth Management LLC93,189$2.06M0.8%+67.3%3.328%
11/8/2023 Mattern Capital Management LLC10,740$220K0.0%-5.8%0.384%
11/7/2023 Atria Investments Inc55,541$1.14M0.0%+1.3%1.984%
10/23/2023 Commonwealth Equity Services LLC58,914$1.21M0.0%+17.0%2.104%
10/16/2023 Prentice Wealth Management LLC55,699$1.14M0.5%+467.4%1.989%
8/11/2023 Beta Wealth Group Inc.139,860$3.05M1.8%+16.6%5.180%
8/10/2023 Wintrust Investments LLC34,968$761K0.1%N/A1.295%
8/4/2023 Atria Investments Inc54,825$1.19M0.0%N/A2.031%
8/1/2023 Truist Financial Corp165,298$3.60M0.0%+6.1%6.122%
7/27/2023B. Riley Wealth Advisors Inc.20,577$448K0.0%N/A0.762%
7/21/2023 Walkner Condon Financial Advisors LLC11,600$253K0.1%N/A0.430%
7/6/2023 Prentice Wealth Management LLC9,816$214K0.1%N/A0.409%
5/9/2023 Beta Wealth Group Inc.119,978$2.59M1.5%+8.8%5.999%
5/5/2023 Truist Financial Corp155,862$3.36M0.0%-9.9%7.793%
4/24/2023 Paces Ferry Wealth Advisors LLC9,298$201K0.2%-11.5%0.465%
4/18/2023 Horan Securities Inc.1,390$30K0.0%-26.7%0.070%
3/6/2023 OLD Mission Capital LLC3,811$80K0.0%N/A0.000%
2/13/2023 Beta Wealth Group Inc.110,232$2.33M1.6%+3.8%0.000%
2/9/2023 HighTower Advisors LLC44,451$938K0.0%N/A0.000%
2/7/2023 Commonwealth Equity Services LLC29,721$627K0.0%N/A0.000%
2/7/2023 Condor Capital Management139,281$2.94M0.4%-48.7%0.000%
2/6/2023 Mattern Capital Management LLC11,910$251K0.0%N/A0.000%
1/24/2023 Paces Ferry Wealth Advisors LLC10,501$222K0.2%N/A0.000%
1/17/2023 Horan Securities Inc.1,897$40K0.0%-82.0%0.000%
1/17/2023 Armstrong Advisory Group Inc.2,163$46K0.0%N/A0.000%
1/13/2023 AdvisorNet 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, 44 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 HYMU's institutional investors.

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

Of the 40 institutional investors that purchased iShares High Yield Muni Income Active ETF 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 1,818,655 shares in the last 24 months. This purchase volume represents approximately $40.80M in transactions.

Which iShares High Yield Muni Income Active ETF 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: Truist Financial Corp ($46.32K), Beta Wealth Group Inc. ($28.32K), FourThought Financial Partners LLC ($5.30K), Atria Investments Inc ($2.26K), Mattern Capital Management LLC ($1.33K), Paces Ferry Wealth Advisors LLC ($1.20K), and Horan Securities Inc. ($507.00).

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

Institutional investors have sold a total of 85,243 shares in the last 24 months. This volume of shares sold represents approximately $1.88M in transactions.



This page (BATS:HYMU) was last updated on 2/22/2025 by MarketBeat.com Staff
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