Vault-13

BLACKROCK ETF TRUST II SHYM

SHORT DURATION H · ETP · CUSIP 092528108

108 institutional holders +8 vs Q1 2025
8,797,7038.8m shares reported held*
$196.9mreported value*
26 new 36 added 30 reduced 19 sold out net bought ≈ $5.3m (+239.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.38.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 20Q4 22: 24Q1 23: 22Q2 23: 27Q3 23: 27Q4 23: 36Q1 24: 42Q2 24: 59Q3 24: 78Q4 24: 92Q1 25: 100Q2 25: 108108Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202220
Q4 202224
Q1 202322
Q2 202327
Q3 202327
Q4 202336
Q1 202442
Q2 202459
Q3 202478
Q4 202492
Q1 2025100
Q2 2025108

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 12 bought or addedQ3 23: 10 cut or sold outQ4 23: 18 bought or addedQ4 23: 12 cut or sold outQ4 23Q1 24: 23 bought or addedQ1 24: 16 cut or sold outQ2 24: 32 bought or addedQ2 24: 12 cut or sold outQ2 24Q3 24: 53 bought or addedQ3 24: 12 cut or sold outQ4 24: 59 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 58 bought or addedQ1 25: 30 cut or sold outQ2 25: 62 bought or addedQ2 25: 49 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231210
Q4 20231812
Q1 20242316
Q2 20243212
Q3 20245312
Q4 20245925
Q1 20255830
Q2 20256249

Biggest buyers

LPL Financial LLC Added +224,953+225.0k
Advisory Resource Group New +138,701+138.7k
JANE STREET GROUP, LLC Added +122,290+122.3k
GOLDMAN SACHS GROUP INC New +74,364+74.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +60,368+60.4k
Private Advisor Group, LLC Added +58,678+58.7k
ENVESTNET ASSET MANAGEMENT INC Added +54,528+54.5k
Elequin Capital, LP Added +49,202+49.2k
Aspen Wealth Management LLC Added +38,519+38.5k
Gradient Capital Advisors, LLC New +34,635+34.6k

Biggest sellers

NorthCoast Asset Management LLC Sold out -219,470-219.5k
Atria Investments, Inc Reduced -123,135-123.1k
Secure Asset Management, LLC Sold out -101,046-101.0k
OSAIC HOLDINGS, INC. Reduced -72,726-72.7k
Beta Wealth Group, Inc. Reduced -67,835-67.8k
Kestra Investment Management, LLC Reduced -53,628-53.6k
Trust Co Reduced -39,328-39.3k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -35,009-35.0k
RFG Advisory, LLC Reduced -26,060-26.1k
JPMORGAN CHASE & CO Reduced -25,864-25.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,298,8971.3m $29.0m $29.0m 0.04% Added +60.4k +60,368
2 Kestra Investment Management, LLC 0.33% of their portfolio AUSTIN, TX 959,876959.9k $21.6m $21.6m 0.33% Reduced -53.6k -53,628
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 763,396763.4k $17.0m $17.0m 0.00% Added +54.5k +54,528
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 735,685735.7k $16.4m $16.4m 0.01% Added +225.0k +224,953
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 354,744354.7k $7.9m $7.9m 0.01% Reduced -72.7k -72,726
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 321,352321.4k $7.2m $7.2m 0.00% Reduced -25.9k -25,864
7 Prentice Wealth Management LLC 1.86% of their portfolio Rochester, NY 317,137317.1k $7.1m $7.1m 1.86% Added +8.2k +8,166
8 Dynasty Wealth Management, LLC 0.10% of their portfolio ST. PETERSBURG, FL 263,063263.1k $5.9m $5.9m 0.10% Reduced -1.1k -1,092
9 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.10% of their portfolio MINNEAPOLIS, MN 262,371262.4k $5.9m $5.9m 0.10% Reduced -35.0k -35,009
10 Quotient Wealth Partners, LLC 0.17% of their portfolio DALLAS, TX 259,886259.9k $5.8m $5.8m 0.17% Added +1.2k +1,181
11 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 208,596208.6k $4.7m $4.7m 0.01% Added +122.3k +122,290
12 Trust Co 0.52% of their portfolio MANHATTAN, KS 206,807206.8k $4.6m $4.6m 0.52% Reduced -39.3k -39,328
13 FORTE ASSET MANAGEMENT LLC 2.27% of their portfolio BEDFORD, NY 199,881199.9k $4.5m $4.5m 2.27% Reduced -23.9k -23,950
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 180,788180.8k $4.0m $4.0m 0.01% Added +29.7k +29,656
15 Advisory Resource Group 0.59% of their portfolio Tulsa, OK 138,701138.7k $3.1m $3.1m 0.59% New
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 127,828127.8k $2.9m $2.9m 0.00% Added +17.5k +17,483
17 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 123,501123.5k $2.8m $2.8m 0.00% Reduced -14.7k -14,655
18 FourThought Financial Partners, LLC 0.25% of their portfolio VENICE, FL 112,742112.7k $2.5m $2.5m 0.25% Added +1.5k +1,520
19 Beta Wealth Group, Inc. 0.91% of their portfolio SAN DIEGO, CA 111,604111.6k $2.5m $2.5m 0.91% Reduced -67.8k -67,835
20 IHT Wealth Management, LLC 0.07% of their portfolio Chicago, IL 110,005110.0k $2.5m $2.5m 0.07% Reduced -3.4k -3,360
21 Aspen Wealth Management LLC 0.56% of their portfolio FORT WORTH, TX 101,353101.4k $2.3m $2.3m 0.56% Added +38.5k +38,519
22 Orgel Wealth Management, LLC 0.05% of their portfolio ALTOONA, WI 95,51595.5k $2.1m $2.1m 0.05% Added +15 +15
23 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 81,32081.3k $1.8m $1.8m 0.01% Added +58.7k +58,678
24 Elequin Capital, LP 0.24% of their portfolio NEW YORK, NY 76,65276.7k $1.7m $1.7m 0.24% Added +49.2k +49,202
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 74,36474.4k $1.7m $1.7m 0.00% New
26 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 71,86671.9k $1.6m $1.6m 0.01% Added +7.7k +7,694
27 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 67,87967.9k $1.5m $1.5m 0.00% Added +27.4k +27,395
28 Tolleson Wealth Management, Inc. 0.25% of their portfolio DALLAS, TX 65,60065.6k $1.5m $1.5m 0.25% Reduced -2.0k -1,970
29 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 63,53463.5k $1.4m $1.4m 0.02% Reduced -123.1k -123,135
30 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 50,40650.4k $1.1m $1.1m 0.00% Added +590 +590
31 Ashton Thomas Private Wealth, LLC 0.04% of their portfolio SCOTTSDALE, AZ 48,45648.5k $1.1m $1.1m 0.04% Reduced -4.8k -4,834
32 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% of their portfolio Westlake, OH 35,91935.9k $801.3k $801.3k 0.05% Reduced -1.4k -1,371
33 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 34,78934.8k $776.1k $776.1k 0.01% Added +11.9k +11,902
34 Gradient Capital Advisors, LLC 0.23% of their portfolio SAN DIEGO, CA 34,63534.6k $772.7k $772.7k 0.23% New
35 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 32,66232.7k $728.7k $728.7k 0.00% Added +27.9k +27,881
36 Premier Path Wealth Partners, LLC 0.09% of their portfolio MADISON, NJ 29,09529.1k $649.1k $649.1k 0.09% Reduced -2.1k -2,090
37 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 27,55627.6k $614.8k $614.8k 0.02% Added +7.3k +7,344
38 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 27,52927.5k $614.2k $614.2k 0.01% Reduced -1.4k -1,350
39 Penney Financial, LLC 0.31% of their portfolio HOUSTON, TX 27,30027.3k $609.1k $609.1k 0.31% New
40 Strategic Family Wealth Counselors, L.L.C. 0.17% of their portfolio FAIRFIELD, NJ 26,50026.5k $591.2k $591.2k 0.17% Unchanged
41 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 25,42725.4k $567.3k $567.3k 0.00% New
42 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 23,87223.9k $532.6k $532.6k 0.01% Added +1.5k +1,530
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 23,42323.4k $522.6k $522.6k 0.00% Reduced -1.4k -1,408
44 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 21,15121.2k $472.0k $472.0k 0.00% Reduced -1.0k -1,017
45 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 20,96421.0k $467.7k $467.7k 0.00% Reduced -2.2k -2,167
46 MONEYWISE, INC. 0.22% of their portfolio FOREST, VA 20,94720.9k $467.3k $467.3k 0.22% New
47 Strategic Equity Management 0.17% of their portfolio TUCSON, AZ 20,94720.9k $467.3k $467.3k 0.17% New
48 McAdam, LLC 0.03% of their portfolio Philadelphia, PA 20,56220.6k $458.7k $458.7k 0.03% New
49 Veracity Capital LLC 0.15% of their portfolio Atlanta, GA 19,80119.8k $441.8k $441.8k 0.15% Added +1 +1
50 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 18,64418.6k $416.0k $416.0k 0.01% Reduced -147 -147
51 Joseph Group Capital Management 0.14% of their portfolio COLUMBUS, OH 18,51118.5k $413.0k $413.0k 0.14% New
52 Hirtle & Co., LLC 0.02% of their portfolio WEST CONSHOHOCKEN, PA 18,15018.1k $404.9k $404.9k 0.02% Unchanged
53 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 18,12418.1k $404.3k $404.3k 0.01% Reduced -26.1k -26,060
54 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 17,74117.7k $395.8k $395.8k 0.00% Added +2.3k +2,290
55 Vertex Planning Partners, LLC 0.08% of their portfolio DOWNERS GROVE, IL 17,70317.7k $395.0k $395.0k 0.08% Added +1.2k +1,244
56 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 17,51917.5k $391.0k $391.0k 0.01% New
57 IFG Advisors, LLC 0.06% of their portfolio ST. LOUIS, MO 16,83816.8k $375.7k $375.7k 0.06% Added +101 +101
58 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 16,73316.7k $373.3k $373.3k 0.01% Reduced -8.8k -8,750
59 Kuhn & Co Investment Counsel 0.27% of their portfolio Chicago, IL 15,97216.0k $356.3k $356.3k 0.27% Added +1.8k +1,802
60 Rye Brook Capital LLC 0.37% of their portfolio GREENWICH, CT 15,75015.8k $351.0k $351.0k 0.37% New
61 SIGNET FINANCIAL MANAGEMENT, LLC 0.04% of their portfolio PARSIPPANY, NJ 14,80914.8k $330.4k $330.4k 0.04% Added +1.6k +1,555
62 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 14,64014.6k $326.6k $326.6k 0.01% Unchanged
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,76513.8k $305.7k $305.7k 0.00% Reduced -6.2k -6,198
64 Camarda Financial Advisors, LLC 0.12% of their portfolio FLEMING ISLAND, FL 13,39113.4k $298.8k $298.8k 0.12% Added +1.3k +1,323
65 ShoreHaven Wealth Partners, LLC 0.11% of their portfolio Red Bank, NJ 12,28012.3k $274.0k $274.0k 0.11% Reduced -14.0k -13,990
66 Insight Wealth Strategies, LLC 0.03% of their portfolio SAN RAMON, CA 11,26111.3k $250.2k $250.2k 0.03% Added +134 +134
67 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 11,05511.1k $245.6k $245.6k 0.01% New
68 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 11,05511.1k $246.6k $246.6k 0.01% New
69 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 10,90210.9k $243.2k $243.2k 0.02% Added +375 +375
70 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,79910.8k $240.9k $240.9k 0.00% Unchanged
71 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 10,50010.5k $234.3k $234.3k 0.00% Unchanged
72 Objective Capital Management, LLC 0.26% of their portfolio Fairlawn, OH 10,28510.3k $229.5k $229.5k 0.26% New
73 Thrive Wealth Management, LLC 0.04% of their portfolio AUDUBON, PA 10,11310.1k $225.6k $225.6k 0.04% New
74 MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio Santa Barbara, CA 10,01610.0k $223.4k $223.4k 0.00% Reduced -2.4k -2,371
75 WealthCare Investment Partners, LLC 0.08% of their portfolio PORTSMOUTH, RI 10,01410.0k $222.4k $222.4k 0.08% Added +71 +71
76 DIVERSIFIED TRUST CO 0.00% of their portfolio MEMPHIS, TN 10,00010.0k $223.1k $223.1k 0.00% Unchanged
77 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,8489.8k $219.7k $219.7k 0.00% New
78 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,7829.8k $218.2k $218.2k 0.01% New
79 Triad Wealth Partners, LLC 0.04% of their portfolio LAWRENCE, KS 9,6689.7k $215.7k $215.7k 0.04% Unchanged
80 Weitzel Financial Services, Inc. 0.09% of their portfolio DUBUQUE, IA 9,4709.5k $208.7k $208.7k 0.09% New
81 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 9,4619.5k $209.4k $209.4k 0.00% New
82 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 9,0259.0k $201.3k $201.3k 0.02% New
83 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 7,4847.5k $167.0k $167.0k 0.02% Added +6.4k +6,400
84 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 7,4457.4k $168.7k $168.7k 0.01% Added +636 +636
85 JFS WEALTH ADVISORS, LLC 0.01% of their portfolio HERMITAGE, PA 6,7876.8k $151.4k $151.4k 0.01% Reduced -4.6k -4,648
86 N.E.W. Advisory Services LLC 0.01% of their portfolio DE PERE, WI 6,5846.6k $146.9k $146.9k 0.01% Unchanged
87 Kings Path Partners LLC 0.04% of their portfolio SUGAR LAND, TX 4,4934.5k $100.2k $100.2k 0.04% Added +2.3k +2,287
88 Keystone Financial Group, Inc. 0.04% of their portfolio ATLANTA, GA 2,7052.7k $59.5k $59.5k 0.04% Added +1.4k +1,350
89 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,5472.5k $56.8k $56.8k 0.00% Reduced -1.3k -1,306
90 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,4162.4k $53.9k $53.9k 0.00% Unchanged
91 TSFG, LLC 0.01% of their portfolio LAKE FOREST, IL 2,2502.2k $50.0k $50.0k 0.01% New
92 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,1842.2k $48.7k $48.7k 0.00% Added +1.1k +1,109
93 COMERICA BANK 0.00% of their portfolio DALLAS, TX 2,0062.0k $44.8k $44.8k 0.00% New
94 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,8601.9k $41.5k $41.5k 0.00% Reduced -202 -202
95 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,3461.3k $30.0k $30.0k 0.00% First filing
96 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,1751.2k $26.2k $26.2k 0.00% New
97 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0751.1k $24.0k $24.0k 0.00% Unchanged
98 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 965965 $21.5k $21.5k 0.00% Added +11 +11
99 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 529529 $11.8k $11.8k 0.00% New
100 CVA Family Office, LLC 0.00% of their portfolio DENVER, CO 462462 $10.3k $10.3k 0.00% Unchanged