Vault-13

BLACKROCK ETF TRUST II SHYM

SHORT DURATION H · ETP · CUSIP 092528108

142 institutional holders +5 vs Q4 2025
10,890,12910.9m shares reported held*
$239.8mreported value*
27 new 68 added 24 reduced 18 sold out net bought ≈ $35.6m (+1.6m 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 ≈ $22.02.

Trends to Q1 2026

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: 137Q1 26: 142142Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026142

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 32 bought or addedQ2 24: 12 cut or sold outQ3 24: 53 bought or addedQ3 24: 12 cut or sold outQ3 24Q4 24: 59 bought or addedQ4 24: 25 cut or sold outQ1 25: 58 bought or addedQ1 25: 30 cut or sold outQ1 25Q2 25: 62 bought or addedQ2 25: 49 cut or sold outQ3 25: 76 bought or addedQ3 25: 39 cut or sold outQ3 25Q4 25: 82 bought or addedQ4 25: 41 cut or sold outQ1 26: 95 bought or addedQ1 26: 42 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243212
Q3 20245312
Q4 20245925
Q1 20255830
Q2 20256249
Q3 20257639
Q4 20258241
Q1 20269542

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +695,207+695.2k
LPL Financial LLC Added +510,634+510.6k
ENVESTNET ASSET MANAGEMENT INC Added +150,577+150.6k
OSAIC HOLDINGS, INC. Added +116,407+116.4k
Vertex Planning Partners, LLC Added +95,144+95.1k
Legacy Advisory Services, LLC New +80,500+80.5k
IHT Wealth Management, LLC Added +75,357+75.4k
Rialto Wealth Management, LLC Added +75,040+75.0k
Independent Advisor Alliance New +65,373+65.4k
FORTE ASSET MANAGEMENT LLC Added +62,694+62.7k

Biggest sellers

Strategic Equity Management Sold out -313,634-313.6k
MONEYWISE, INC. Sold out -231,350-231.3k
Aspen Wealth Management LLC Reduced -148,147-148.1k
JANE STREET GROUP, LLC Reduced -80,124-80.1k
Diversify Advisory Services, LLC Sold out -69,555-69.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -58,293-58.3k
Canal Capital Management, LLC Sold out -55,123-55.1k
Cetera Investment Advisers Reduced -34,951-35.0k
CITADEL ADVISORS LLC Sold out -34,133-34.1k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -33,491-33.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,445,6591.4m $31.8m $31.8m 0.01% Added +510.6k +510,634
2 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,283,3101.3m $28.3m $28.3m 0.04% Added +695.2k +695,207
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 625,733625.7k $13.8m $13.8m 0.02% Added +116.4k +116,407
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 612,682612.7k $13.5m $13.5m 0.00% Added +150.6k +150,577
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 382,820382.8k $8.4m $8.4m 0.00% Added +25.4k +25,420
6 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 313,698313.7k $6.9m $6.9m 0.01% Added +42.5k +42,468
7 Dynasty Wealth Management, LLC 0.06% of their portfolio ST. PETERSBURG, FL 303,178303.2k $6.7m $6.7m 0.06% Added +27.7k +27,717
8 Quotient Wealth Partners, LLC 0.17% of their portfolio DALLAS, TX 301,923301.9k $6.6m $6.6m 0.17% Added +8.4k +8,357
9 Trust Co 0.60% of their portfolio MANHATTAN, KS 291,964292.0k $6.4m $6.4m 0.60% Added +9.5k +9,477
10 IHT Wealth Management, LLC 0.14% of their portfolio Chicago, IL 274,416274.4k $6.0m $6.0m 0.14% Added +75.4k +75,357
11 Prentice Wealth Management LLC 1.07% of their portfolio Rochester, NY 216,305216.3k $4.8m $4.8m 1.07% Reduced -2.5k -2,482
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 197,096197.1k $4.3m $4.3m 0.01% Reduced -9.4k -9,403
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 189,202189.2k $4.2m $4.2m 0.01% Added +13.6k +13,642
14 FORTE ASSET MANAGEMENT LLC 1.72% of their portfolio BEDFORD, NY 178,412178.4k $3.9m $3.9m 1.72% Added +62.7k +62,694
15 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.06% of their portfolio MINNEAPOLIS, MN 176,776176.8k $3.9m $3.9m 0.06% Reduced -33.5k -33,491
16 Evergreen Wealth Partners LLC 2.54% of their portfolio KALISPELL, MT 151,336151.3k $3.3m $3.3m 2.54% Added +28.5k +28,499
17 Advisory Resource Group 0.55% of their portfolio Tulsa, OK 145,657145.7k $3.2m $3.2m 0.55% Added +5.4k +5,399
18 Capital Analysts, LLC 0.08% of their portfolio FORT WASHINGTON, PA 140,364140.4k $3.1m $3.1m 0.08% Added +35.0k +34,980
19 Ashton Thomas Private Wealth, LLC 0.07% of their portfolio SCOTTSDALE, AZ 139,841139.8k $3.1m $3.1m 0.07% Added +1.2k +1,155
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 131,778131.8k $2.9m $2.9m 0.00% Reduced -80.1k -80,124
21 Vertex Planning Partners, LLC 0.50% of their portfolio DOWNERS GROVE, IL 116,843116.8k $2.6m $2.6m 0.50% Added +95.1k +95,144
22 Rialto Wealth Management, LLC 0.54% of their portfolio SYRACUSE, NY 109,656109.7k $2.4m $2.4m 0.54% Added +75.0k +75,040
23 FourThought Financial Partners, LLC 0.20% of their portfolio VENICE, FL 106,134106.1k $2.3m $2.3m 0.20% Added +61 +61
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 105,106105.1k $2.3m $2.3m 0.00% Reduced -35.0k -34,951
25 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 93,74993.7k $2.1m $2.1m 0.00% Added +27.2k +27,240
26 DeLarme Wealth Management, Inc. 1.26% of their portfolio PALOS VERDES ESTATES, CA 89,07689.1k $2.0m $2.0m 1.26% Added +17.3k +17,260
27 SK Wealth Management, LLC 0.53% of their portfolio PROVIDENCE, RI 86,24286.2k $1.9m $1.9m 0.53% Reduced -2.1k -2,142
28 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 84,00684.0k $1.9m $1.9m 0.00% Added +45.3k +45,287
29 WCG Wealth Advisors LLC 0.05% of their portfolio LAS VEGAS, NV 83,71883.7k $1.8m $1.8m 0.05% Added +1 +1
30 Legacy Advisory Services, LLC 1.35% of their portfolio Exton, PA 80,50080.5k $1.8m $1.8m 1.35% New
31 Keebeck Wealth Management 0.20% of their portfolio Chicago, IL 79,46279.5k $1.7m $1.7m 0.20% Reduced -1.2k -1,178
32 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 76,94476.9k $1.7m $1.7m 0.08% Added +5.5k +5,474
33 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 70,86470.9k $1.6m $1.6m 0.01% Reduced -14.5k -14,508
34 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% of their portfolio Westlake, OH 70,04570.0k $1.5m $1.5m 0.09% Added +22.8k +22,813
35 Tolleson Wealth Management, Inc. 0.21% of their portfolio DALLAS, TX 65,60065.6k $1.4m $1.4m 0.21% Unchanged
36 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 65,37365.4k $1.4m $1.4m 0.02% New
37 COFG Advisors, LLC 0.33% of their portfolio OAK BROOK, IL 60,45860.5k $1.3m $1.3m 0.33% Added +373 +373
38 Joseph Group Capital Management 0.33% of their portfolio COLUMBUS, OH 60,34160.3k $1.3m $1.3m 0.33% Reduced -9.4k -9,405
39 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 58,80658.8k $1.3m $1.3m 0.01% New
40 MBA Advisors LLC 0.42% of their portfolio HERMITAGE, PA 49,35449.4k $1.1m $1.1m 0.42% Added +4.2k +4,175
41 Destiny Wealth Partners, LLC 0.12% of their portfolio TAVARES, FL 48,68048.7k $1.1m $1.1m 0.12% Added +7.5k +7,495
42 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio SANDY, UT 46,63546.6k $1.0m $1.0m 0.02% Added +37.7k +37,681
43 Wealth Advisors of Tampa Bay, LLC 0.33% of their portfolio TAMPA, FL 45,00045.0k $990.9k $990.9k 0.33% Unchanged
44 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 44,66644.7k $983.5k $983.5k 0.02% New
45 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 44,57744.6k $982.0k $982.0k 0.01% Added +27.4k +27,350
46 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 43,49543.5k $957.8k $957.8k 0.01% Added +13.7k +13,746
47 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 42,85542.9k $943.7k $943.7k 0.00% Added +2.3k +2,320
48 Aspen Wealth Management LLC 0.19% of their portfolio FORT WORTH, TX 42,69342.7k $940.1k $940.1k 0.19% Reduced -148.1k -148,147
49 Avior Wealth Management, LLC 0.03% of their portfolio OMAHA, NE 42,52242.5k $936.3k $936.3k 0.03% New
50 Objective Capital Management, LLC 0.90% of their portfolio Fairlawn, OH 40,29640.3k $887.3k $887.3k 0.90% Added +8.0k +8,039
51 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 36,56336.6k $805.1k $805.1k 0.00% Added +13.1k +13,140
52 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 36,12536.1k $795.5k $795.5k 0.00% Reduced -1.2k -1,214
53 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 35,80035.8k $788.3k $788.3k 0.01% Reduced -3.0k -2,957
54 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 35,50635.5k $781.8k $781.8k 0.00% Added +9.5k +9,540
55 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 34,94334.9k $769.4k $769.4k 0.02% New
56 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 34,47134.5k $759.0k $759.0k 0.00% Added +2.9k +2,888
57 Ellis Investment Partners, LLC 0.13% of their portfolio Berwyn, PA 33,38533.4k $735.1k $735.1k 0.13% Added +8.3k +8,288
58 ShoreHaven Wealth Partners, LLC 0.26% of their portfolio Red Bank, NJ 32,89332.9k $724.3k $724.3k 0.26% Reduced -839 -839
59 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 31,77431.8k $699.7k $699.7k 0.01% New
60 Beta Wealth Group, Inc. 0.28% of their portfolio SAN DIEGO, CA 31,25431.3k $688.2k $688.2k 0.28% Added +358 +358
61 Per Stirling Capital Management, LLC. 0.07% of their portfolio AUSTIN, TX 29,97030.0k $659.9k $659.9k 0.07% Added +10.0k +10,025
62 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 29,91829.9k $658.8k $658.8k 0.01% Added +6.7k +6,729
63 Redhawk Wealth Advisors, Inc. 0.07% of their portfolio MINNEAPOLIS, MN 28,96429.0k $637.8k $637.8k 0.07% New
64 Legacy Edge Advisors, LLC 0.07% of their portfolio SYOSSET, NY 28,84028.8k $635.1k $635.1k 0.07% Added +9.0k +8,980
65 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 28,70328.7k $632.0k $632.0k 0.00% Unchanged
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 27,42227.4k $603.8k $603.8k 0.01% Added +13.4k +13,388
67 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 26,66226.7k $587.1k $587.1k 0.01% Reduced -4.9k -4,857
68 BETO FINANCIAL GROUP, LLC 0.34% of their portfolio BOISE, ID 26,20126.2k $581.7k $581.7k 0.34% Added +13.0k +12,998
69 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 25,73325.7k $566.6k $566.6k 0.01% Reduced -3.0k -3,000
70 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 24,79424.8k $546.0k $546.0k 0.00% Added +2.6k +2,624
71 Kuhn & Co Investment Counsel 0.34% of their portfolio Chicago, IL 23,72023.7k $522.3k $522.3k 0.34% Unchanged
72 Sovereign Financial Group, Inc. 0.09% of their portfolio STAMFORD, CT 22,49222.5k $495.3k $495.3k 0.09% New
73 Private Wealth Asset Management, LLC 0.05% of their portfolio OMAHA, NE 21,47021.5k $472.8k $472.8k 0.05% New
74 SIGNET FINANCIAL MANAGEMENT, LLC 0.05% of their portfolio PARSIPPANY, NJ 21,46721.5k $472.7k $472.7k 0.05% Added +132 +132
75 Veracity Capital LLC 0.16% of their portfolio Atlanta, GA 19,80119.8k $436.0k $436.0k 0.16% Unchanged
76 RETIREMENT PLANNING GROUP, LLC / NY 0.28% of their portfolio MALTA, NY 19,49519.5k $429.3k $429.3k 0.28% New
77 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 19,43119.4k $427.9k $427.9k 0.01% Added +4.1k +4,109
78 Serenity Investment Advisors 0.20% of their portfolio CHICAGO, IL 19,11319.1k $423.2k $423.2k 0.20% Added +939 +939
79 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 18,17218.2k $400.1k $400.1k 0.01% Added +2.2k +2,228
80 Premier Path Wealth Partners, LLC 0.05% of their portfolio MADISON, NJ 17,86617.9k $393.4k $393.4k 0.05% Added +5.3k +5,251
81 Bedel Financial Consulting, Inc. 0.04% of their portfolio INDIANAPOLIS, IN 17,23617.2k $379.5k $379.5k 0.04% Added +524 +524
82 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 16,74816.7k $368.8k $368.8k 0.02% Reduced -1.0k -1,026
83 Weitzel Financial Services, Inc. 0.14% of their portfolio DUBUQUE, IA 16,72616.7k $368.5k $368.5k 0.14% Added +420 +420
84 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,24516.2k $358.2k $358.2k 0.00% Reduced -58.3k -58,293
85 M Wealth Management, LLC 0.30% of their portfolio San Diego, CA 16,20016.2k $356.7k $356.7k 0.30% Reduced -5.0k -5,000
86 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 15,91415.9k $350.4k $350.4k 0.02% New
87 Brookwood Investment Group LLC 0.04% of their portfolio PHOENIX, AZ 15,87515.9k $349.6k $349.6k 0.04% Added +846 +846
88 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 15,52615.5k $345.0k $345.0k 0.00% Added +287 +287
89 Camarda Financial Advisors, LLC 0.18% of their portfolio FLEMING ISLAND, FL 15,30015.3k $336.9k $336.9k 0.18% Added +176 +176
90 Horizon Wealth Management, LLC 0.05% of their portfolio LA GRANGE, IL 15,00015.0k $330.3k $330.3k 0.05% New
91 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 14,59614.6k $324.5k $324.5k 0.01% Reduced -1.4k -1,402
92 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 14,35514.4k $316.1k $316.1k 0.00% Added +4 +4
93 Vawter Financial, Ltd. 0.13% of their portfolio COLUMBUS, OH 13,75613.8k $302.9k $302.9k 0.13% Reduced -1.5k -1,494
94 CASTLE WEALTH MANAGEMENT LLC 0.10% of their portfolio BOYNTON BEACH, FL 13,56513.6k $298.7k $298.7k 0.10% Unchanged
95 Vision Retirement, LLC 0.08% of their portfolio RIDGEWOOD, NJ 12,81212.8k $282.1k $282.1k 0.08% Reduced -5.4k -5,446
96 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 12,35412.4k $272.0k $272.0k 0.00% New
97 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 12,01312.0k $264.5k $264.5k 0.01% Added +10.0k +10,048
98 WealthCare Investment Partners, LLC 0.07% of their portfolio PORTSMOUTH, RI 11,93211.9k $262.7k $262.7k 0.07% Reduced -4.5k -4,517
99 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 11,70211.7k $257.7k $257.7k 0.01% New
100 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 11,46211.5k $252.4k $252.4k 0.00% Added +2.4k +2,400