Vault-13

BLACKROCK ETF TRUST II SHYM

SHORT DURATION H · ETP · CUSIP 092528108

137 institutional holders +19 vs Q3 2025
9,273,4759.3m shares reported held*
$206.5mreported value*
23 new 59 added 29 reduced 12 sold out net sold ≈ $10.8m (-486.0k 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 ≈ $22.27.

Trends to Q4 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: 108Q3 25: 118Q4 25: 137137Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025118
Q4 2025137

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 76 bought or addedQ3 25: 39 cut or sold outQ4 25: 82 bought or addedQ4 25: 41 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242316
Q2 20243212
Q3 20245312
Q4 20245925
Q1 20255830
Q2 20256249
Q3 20257639
Q4 20258241

Biggest buyers

Strategic Equity Management New +313,634+313.6k
MONEYWISE, INC. New +231,350+231.3k
HighTower Advisors, LLC Added +132,919+132.9k
JANE STREET GROUP, LLC Added +132,164+132.2k
LPL Financial LLC Added +99,340+99.3k
SK Wealth Management, LLC New +88,384+88.4k
IHT Wealth Management, LLC Added +84,996+85.0k
Keebeck Wealth Management Added +64,970+65.0k
Canal Capital Management, LLC New +55,123+55.1k
MBA Advisors LLC New +45,179+45.2k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -658,651-658.7k
Kestra Investment Management, LLC Sold out -492,820-492.8k
JPMORGAN CHASE & CO Reduced -389,420-389.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -371,978-372.0k
Prentice Wealth Management LLC Reduced -86,690-86.7k
NATIXIS ADVISORS, LLC Sold out -57,592-57.6k
TRUIST FINANCIAL CORP Reduced -47,272-47.3k
Focus Partners Advisor Solutions, LLC Reduced -31,869-31.9k
Penney Financial, LLC Sold out -27,300-27.3k
Cetera Investment Advisers Reduced -26,528-26.5k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 935,025935.0k $20.8m $20.8m 0.01% Added +99.3k +99,340
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 588,103588.1k $13.1m $13.1m 0.02% Reduced -658.7k -658,651
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 509,326509.3k $11.3m $11.3m 0.02% Added +4.3k +4,329
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 462,105462.1k $10.3m $10.3m 0.00% Reduced -372.0k -371,978
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 357,400357.4k $7.9m $7.9m 0.00% Reduced -389.4k -389,420
6 Strategic Equity Management 2.36% of their portfolio TUCSON, AZ 313,634313.6k $7.0m $7.0m 2.36% New
7 Quotient Wealth Partners, LLC 0.17% of their portfolio DALLAS, TX 293,566293.6k $6.5m $6.5m 0.17% Added +22.5k +22,517
8 Trust Co 0.59% of their portfolio MANHATTAN, KS 282,487282.5k $6.3m $6.3m 0.59% Added +20.4k +20,353
9 Dynasty Wealth Management, LLC 0.06% of their portfolio ST. PETERSBURG, FL 275,461275.5k $6.1m $6.1m 0.06% Added +2.0k +2,032
10 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 271,230271.2k $6.0m $6.0m 0.01% Added +132.9k +132,919
11 MONEYWISE, INC. 2.14% of their portfolio FOREST, VA 231,350231.3k $5.1m $5.1m 2.14% New
12 Prentice Wealth Management LLC 1.11% of their portfolio Rochester, NY 218,787218.8k $4.9m $4.9m 1.11% Reduced -86.7k -86,690
13 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 211,902211.9k $4.7m $4.7m 0.01% Added +132.2k +132,164
14 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 210,267210.3k $4.7m $4.7m 0.07% Reduced -6.3k -6,332
15 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 206,499206.5k $4.6m $4.6m 0.01% Added +4.7k +4,730
16 IHT Wealth Management, LLC 0.11% of their portfolio Chicago, IL 199,059199.1k $4.4m $4.4m 0.11% Added +85.0k +84,996
17 Aspen Wealth Management LLC 0.89% of their portfolio FORT WORTH, TX 190,840190.8k $4.2m $4.2m 0.89% Added +33.1k +33,115
18 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 175,560175.6k $3.9m $3.9m 0.01% Added +20.3k +20,327
19 Advisory Resource Group 0.55% of their portfolio Tulsa, OK 140,258140.3k $3.1m $3.1m 0.55% Added +7.8k +7,759
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 140,057140.1k $3.1m $3.1m 0.00% Reduced -26.5k -26,528
21 Ashton Thomas Private Wealth, LLC 0.08% of their portfolio SCOTTSDALE, AZ 138,686138.7k $3.1m $3.1m 0.08% Added +43.1k +43,147
22 Evergreen Wealth Partners LLC 2.30% of their portfolio KALISPELL, MT 122,837122.8k $2.7m $2.7m 2.30% First filing
23 FORTE ASSET MANAGEMENT LLC 1.17% of their portfolio BEDFORD, NY 115,718115.7k $2.6m $2.6m 1.17% Added +52 +52
24 FourThought Financial Partners, LLC 0.20% of their portfolio VENICE, FL 106,073106.1k $2.4m $2.4m 0.20% Added +474 +474
25 Capital Analysts, LLC 0.06% of their portfolio FORT WASHINGTON, PA 105,384105.4k $2.3m $2.3m 0.06% Added +4.4k +4,358
26 SK Wealth Management, LLC 0.55% of their portfolio PROVIDENCE, RI 88,38488.4k $2.0m $2.0m 0.55% New
27 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 85,37285.4k $1.9m $1.9m 0.01% Reduced -12.3k -12,345
28 WCG Wealth Advisors LLC 0.05% of their portfolio LAS VEGAS, NV 83,71783.7k $1.9m $1.9m 0.05% Added +22.6k +22,591
29 Keebeck Wealth Management 0.21% of their portfolio Chicago, IL 80,64080.6k $1.8m $1.8m 0.21% Added +65.0k +64,970
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 74,53874.5k $1.7m $1.7m 0.00% Reduced -10.4k -10,418
31 DeLarme Wealth Management, Inc. 1.13% of their portfolio PALOS VERDES ESTATES, CA 71,81671.8k $1.6m $1.6m 1.13% First filing
32 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 71,47071.5k $1.6m $1.6m 0.07% Added +725 +725
33 Joseph Group Capital Management 0.41% of their portfolio COLUMBUS, OH 69,74669.7k $1.5m $1.5m 0.41% Reduced -2.6k -2,645
34 Diversify Advisory Services, LLC 0.05% of their portfolio SANDY, UT 69,55569.6k $1.6m $1.6m 0.05% Reduced -1.4k -1,428
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 66,50966.5k $1.5m $1.5m 0.00% Reduced -47.3k -47,272
36 Tolleson Wealth Management, Inc. 0.21% of their portfolio DALLAS, TX 65,60065.6k $1.5m $1.5m 0.21% Unchanged
37 COFG Advisors, LLC 0.33% of their portfolio OAK BROOK, IL 60,08560.1k $1.3m $1.3m 0.33% First filing
38 Canal Capital Management, LLC 0.17% of their portfolio Richmond, VA 55,12355.1k $1.2m $1.2m 0.17% New
39 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% of their portfolio Westlake, OH 47,23247.2k $1.0m $1.0m 0.06% Added +5.8k +5,797
40 MBA Advisors LLC 0.40% of their portfolio HERMITAGE, PA 45,17945.2k $1.0m $1.0m 0.40% New
41 Wealth Advisors of Tampa Bay, LLC 0.35% of their portfolio TAMPA, FL 45,00045.0k $999.9k $999.9k 0.35% New
42 Destiny Wealth Partners, LLC 0.11% of their portfolio TAVARES, FL 41,18541.2k $922.3k $922.3k 0.11% Added +3.6k +3,608
43 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 40,53540.5k $900.7k $900.7k 0.00% Added +18.1k +18,138
44 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 38,75738.8k $861.2k $861.2k 0.01% Added +2.1k +2,058
45 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 38,71938.7k $860.0k $860.0k 0.00% New
46 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 37,33937.3k $829.7k $829.7k 0.01% Unchanged
47 Rialto Wealth Management, LLC 0.18% of their portfolio SYRACUSE, NY 34,61634.6k $769.2k $769.2k 0.18% Added +16.9k +16,903
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,13334.1k $758.4k $758.4k 0.00% Added +13.4k +13,421
49 ShoreHaven Wealth Partners, LLC 0.27% of their portfolio Red Bank, NJ 33,73233.7k $749.5k $749.5k 0.27% Added +3.3k +3,339
50 Objective Capital Management, LLC 0.73% of their portfolio Fairlawn, OH 32,25732.3k $716.8k $716.8k 0.73% Added +15.7k +15,712
51 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 31,58331.6k $701.8k $701.8k 0.00% Added +7.1k +7,054
52 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 31,51931.5k $700.4k $700.4k 0.01% Added +14.4k +14,418
53 Beta Wealth Group, Inc. 0.28% of their portfolio SAN DIEGO, CA 30,89630.9k $686.5k $686.5k 0.28% Reduced -5.8k -5,766
54 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 29,74929.7k $661.0k $661.0k 0.01% New
55 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 28,73328.7k $638.4k $638.4k 0.01% Added +10.0k +10,000
56 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 28,70328.7k $637.8k $637.8k 0.00% Reduced -1.6k -1,568
57 Elequin Capital, LP 0.08% of their portfolio NEW YORK, NY 28,49228.5k $633.1k $633.1k 0.08% Added +25.8k +25,774
58 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 25,96626.0k $577.0k $577.0k 0.00% Added +7.3k +7,273
59 Ellis Investment Partners, LLC 0.10% of their portfolio Berwyn, PA 25,09725.1k $557.7k $557.7k 0.10% New
60 Kuhn & Co Investment Counsel 0.35% of their portfolio Chicago, IL 23,72023.7k $527.1k $527.1k 0.35% Added +3.6k +3,598
61 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 23,42323.4k $520.5k $520.5k 0.00% Unchanged
62 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 23,18923.2k $515.3k $515.3k 0.01% Reduced -31.9k -31,869
63 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 22,17022.2k $492.6k $492.6k 0.00% Added +1.9k +1,944
64 Vertex Planning Partners, LLC 0.11% of their portfolio DOWNERS GROVE, IL 21,69921.7k $482.2k $482.2k 0.11% Reduced -347 -347
65 SIGNET FINANCIAL MANAGEMENT, LLC 0.05% of their portfolio PARSIPPANY, NJ 21,33521.3k $474.1k $474.1k 0.05% Added +5.3k +5,302
66 M Wealth Management, LLC 0.41% of their portfolio San Diego, CA 21,20021.2k $471.1k $471.1k 0.41% Added +10.0k +10,000
67 Per Stirling Capital Management, LLC. 0.05% of their portfolio AUSTIN, TX 19,94519.9k $443.2k $443.2k 0.05% Reduced -20.6k -20,585
68 Legacy Edge Advisors, LLC 0.05% of their portfolio SYOSSET, NY 19,86019.9k $441.3k $441.3k 0.05% New
69 Veracity Capital LLC 0.13% of their portfolio Atlanta, GA 19,80119.8k $440.0k $440.0k 0.13% Unchanged
70 Vision Retirement, LLC 0.11% of their portfolio RIDGEWOOD, NJ 18,25818.3k $405.7k $405.7k 0.11% First filing
71 Serenity Investment Advisors 0.24% of their portfolio CHICAGO, IL 18,17418.2k $405.1k $405.1k 0.24% First filing
72 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 18,15818.2k $403.5k $403.5k 0.00% Added +7.1k +7,145
73 Hirtle & Co., LLC 0.01% of their portfolio WEST CONSHOHOCKEN, PA 18,15018.1k $403.3k $403.3k 0.01% Unchanged
74 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 17,77417.8k $394.9k $394.9k 0.02% Reduced -882 -882
75 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 17,22717.2k $383.0k $383.0k 0.00% Reduced -5.0k -5,045
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 16,83416.8k $374.1k $374.1k 0.00% Added +18 +18
77 Bedel Financial Consulting, Inc. 0.04% of their portfolio INDIANAPOLIS, IN 16,71216.7k $371.3k $371.3k 0.04% New
78 WealthCare Investment Partners, LLC 0.11% of their portfolio PORTSMOUTH, RI 16,44916.4k $365.9k $365.9k 0.11% Added +5.5k +5,523
79 Weitzel Financial Services, Inc. 0.14% of their portfolio DUBUQUE, IA 16,30616.3k $362.7k $362.7k 0.14% Added +6.8k +6,836
80 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 15,99816.0k $356.6k $356.6k 0.01% Added +225 +225
81 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 15,99816.0k $355.5k $355.5k 0.01% Added +225 +225
82 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 15,94415.9k $354.3k $354.3k 0.01% New
83 Rye Brook Capital LLC 0.33% of their portfolio GREENWICH, CT 15,75015.8k $350.0k $350.0k 0.33% Unchanged
84 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 15,32215.3k $340.5k $340.5k 0.01% Added +348 +348
85 Vawter Financial, Ltd. 0.14% of their portfolio COLUMBUS, OH 15,25015.2k $338.9k $338.9k 0.14% Unchanged
86 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 15,23915.2k $338.6k $338.6k 0.00% Added +4.7k +4,739
87 Camarda Financial Advisors, LLC 0.13% of their portfolio FLEMING ISLAND, FL 15,12415.1k $336.1k $336.1k 0.13% Added +36 +36
88 Brookwood Investment Group LLC 0.04% of their portfolio PHOENIX, AZ 15,02915.0k $333.9k $333.9k 0.04% Added +3.8k +3,818
89 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 14,35114.4k $318.9k $318.9k 0.00% Added +1.5k +1,502
90 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 14,03414.0k $311.8k $311.8k 0.00% New
91 CASTLE WEALTH MANAGEMENT LLC 0.10% of their portfolio BOYNTON BEACH, FL 13,56513.6k $301.4k $301.4k 0.10% Added +2.2k +2,233
92 BETO FINANCIAL GROUP, LLC 0.20% of their portfolio BOISE, ID 13,20313.2k $295.4k $295.4k 0.20% First filing
93 Bowman & Co S.C. 0.12% of their portfolio Oshkosh, WI 12,95012.9k $287.7k $287.7k 0.12% New
94 Premier Path Wealth Partners, LLC 0.04% of their portfolio MADISON, NJ 12,61512.6k $280.3k $280.3k 0.04% Reduced -6.6k -6,567
95 Insight Wealth Strategies, LLC 0.03% of their portfolio SAN RAMON, CA 11,55811.6k $256.8k $256.8k 0.03% Added +180 +180
96 Alpha Financial Partners LLC 0.15% of their portfolio LEXINGTON, KY 11,27311.3k $250.5k $250.5k 0.15% New
97 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 11,18011.2k $248.4k $248.4k 0.00% Unchanged
98 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 10,81510.8k $240.3k $240.3k 0.01% Added +206 +206
99 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 10,56310.6k $234.7k $234.7k 0.00% Unchanged
100 VOISARD ASSET MANAGEMENT GROUP, INC. 0.05% of their portfolio Grand Rapids, MI 10,45010.4k $232.2k $232.2k 0.05% New