Vault-13

BLACKROCK ETF TRUST II HIMU

ISHARES HIGH YIE · ETP · CUSIP 092528843

266 institutional holders +37 vs Q3 2025
33,740,70733.7m shares reported held*
$1.6bnreported value*
43 new 133 added 56 reduced 20 sold out net bought ≈ $20.3m (+417.5k 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 ($3.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.68.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q1 25: 181Q2 25: 212Q3 25: 229Q4 25: 266266Q1 25Q2 25Q3 25Q4 25
Numbers
QuarterHolders
Q1 2025181
Q2 2025212
Q3 2025229
Q4 2025266

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 25: 146 bought or addedQ2 25: 69 cut or sold outQ2 25Q3 25: 163 bought or addedQ3 25: 64 cut or sold outQ3 25Q4 25: 176 bought or addedQ4 25: 76 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q2 202514669
Q3 202516364
Q4 202517676

Biggest buyers

MORGAN STANLEY Added +423,017+423.0k
ENVESTNET ASSET MANAGEMENT INC Added +375,151+375.2k
LPL Financial LLC Added +287,613+287.6k
Kestra Investment Management, LLC New +271,457+271.5k
BANK OF AMERICA CORP /DE/ Added +171,834+171.8k
J.Safra Asset Management Corp New +162,041+162.0k
AMERIPRISE FINANCIAL INC Added +158,540+158.5k
Merit Financial Group, LLC New +102,442+102.4k
JANE STREET GROUP, LLC Added +93,770+93.8k
MML INVESTORS SERVICES, LLC Added +91,843+91.8k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,415,265-2.4m
Sanctuary Advisors, LLC Reduced -490,721-490.7k
BlackRock, Inc. Reduced -172,077-172.1k
KM Capital Management Ltd. Sold out -122,849-122.8k
JONES FINANCIAL COMPANIES LLLP Reduced -74,858-74.9k
Ascent Group, LLC Reduced -47,447-47.4k
Elequin Capital, LP Reduced -43,610-43.6k
Integrated Advisors Network LLC Sold out -34,916-34.9k
MERCER GLOBAL ADVISORS INC /ADV Reduced -19,564-19.6k
OPPENHEIMER & CO INC Sold out -16,590-16.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (4.9%, 2026-04-29)

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 4,937,8944.9m $240.4m $240.4m 0.07% Added +375.2k +375,151
2 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,514,7823.5m $171.1m $171.1m 0.05% Added +287.6k +287,613
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,302,1383.3m $160.7m $160.7m 0.00% Reduced -172.1k -172,077
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,425,4192.4m $118.1m $118.1m 0.01% Added +171.8k +171,834
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,623,7931.6m $79.0m $79.0m 0.01% Reduced -2.4m -2,415,265
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,486,6301.5m $72.4m $72.4m 0.00% Added +423.0k +423,017
7 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,351,8061.4m $65.8m $65.8m 0.04% Reduced -74.9k -74,858
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 898,793898.8k $43.8m $43.8m 0.01% Added +35.5k +35,515
9 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 736,665736.7k $35.9m $35.9m 0.09% Added +91.8k +91,843
10 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 726,557726.6k $35.4m $35.4m 0.04% Added +67.7k +67,712
11 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 623,367623.4k $30.3m $30.3m 0.04% Added +77.7k +77,697
12 Tolleson Wealth Management, Inc. 4.18% of their portfolio DALLAS, TX 594,674594.7k $28.9m $28.9m 4.18% Added +46.4k +46,418
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 544,081544.1k $26.5m $26.5m 0.01% Added +158.5k +158,540
14 Sanctuary Advisors, LLC 0.14% of their portfolio INDIANAPOLIS, IN 521,056521.1k $25.4m $25.4m 0.14% Reduced -490.7k -490,721
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 471,505471.5k $23.0m $23.0m 0.00% Added +81.8k +81,751
16 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 465,466465.5k $22.7m $22.7m 0.01% Added +19.5k +19,472
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 425,502425.5k $20.7m $20.7m 0.01% Added +40.6k +40,630
18 PARK AVENUE SECURITIES LLC 0.17% of their portfolio NEW YORK, NY 421,652421.7k $20.5m $20.5m 0.17% Added +23.0k +22,995
19 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 345,307345.3k $16.8m $16.8m 0.06% Added +49.8k +49,812
20 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 317,603317.6k $15.5m $15.5m 0.02% Added +50.1k +50,061
21 SOFI WEALTH, LLC 0.76% of their portfolio SAN FRANCISCO, CA 314,517314.5k $15.3m $15.3m 0.76% Added +27.6k +27,621
22 Kestra Investment Management, LLC 0.32% of their portfolio AUSTIN, TX 271,457271.5k $13.2m $13.2m 0.32% New
23 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 264,695264.7k $12.9m $12.9m 0.02% Added +93.8k +93,770
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 256,981257.0k $12.5m $12.5m 0.00% Reduced -8.7k -8,738
25 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 228,636228.6k $11.1m $11.1m 0.02% Added +48.7k +48,674
26 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 209,348209.3k $10.2m $10.2m 0.12% Added +31.8k +31,798
27 HANCOCK WHITNEY CORP 0.17% of their portfolio GULFPORT, MS 188,860188.9k $9.2m $9.2m 0.17% Added +10.9k +10,940
28 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 179,592179.6k $8.7m $8.7m 0.01% Added +7.2k +7,213
29 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 171,208171.2k $8.3m $8.3m 0.01% Added +57.4k +57,414
30 Concurrent Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 168,646168.6k $8.2m $8.2m 0.09% Added +86.7k +86,729
31 J.Safra Asset Management Corp 0.41% of their portfolio NEW YORK, NY 162,041162.0k $7.9m $7.9m 0.41% New
32 DROMS STRAUSS ADVISORS INC /MO/ /ADV 2.04% of their portfolio ST. LOUIS, MO 159,604159.6k $7.8m $7.8m 2.04% Added +13.1k +13,074
33 Icon Wealth Advisors, LLC 0.50% of their portfolio HOUSTON, TX 154,678154.7k $7.5m $7.5m 0.50% Reduced -7.4k -7,429
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 152,743152.7k $7.4m $7.4m 0.00% Reduced -421 -421
35 Financial Synergies Wealth Advisors, Inc. 0.71% of their portfolio HOUSTON, TX 150,173150.2k $7.3m $7.3m 0.71% Reduced -12.1k -12,072
36 CWM, LLC 0.02% of their portfolio OMAHA, NE 141,765141.8k $6.9m $6.9m 0.02% Added +5.3k +5,253
37 Stratos Wealth Partners, LTD. 0.08% of their portfolio BEACHWOOD, OH 138,878138.9k $6.8m $6.8m 0.08% Added +34.1k +34,128
38 Shepherd Financial Partners LLC 0.58% of their portfolio WINCHESTER, MA 128,919128.9k $6.3m $6.3m 0.58% Added +11.8k +11,834
39 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 118,306118.3k $5.8m $5.8m 0.01% Added +7.3k +7,327
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 116,149116.1k $5.7m $5.7m 0.01% Added +20.8k +20,794
41 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 113,317113.3k $5.5m $5.5m 0.02% Reduced -9.5k -9,457
42 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 102,442102.4k $5.0m $5.0m 0.04% New
43 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 100,327100.3k $4.9m $4.9m 0.04% Added +6.4k +6,366
44 Summit Financial, LLC 0.07% of their portfolio PARSIPPANY, NJ 99,17499.2k $4.8m $4.8m 0.07% Reduced -44 -44
45 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.28% of their portfolio Westlake, OH 96,87996.9k $4.7m $4.7m 0.28% Added +19.9k +19,939
46 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 89,48689.5k $4.4m $4.4m 0.01% Reduced -103 -103
47 HUB Investment Partners, LLC 0.12% of their portfolio AUSTIN, TX 88,89588.9k $4.3m $4.3m 0.12% New
48 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 83,09083.1k $4.0m $4.0m 0.03% Added +27.8k +27,791
49 Foundations Investment Advisors, LLC 0.05% of their portfolio PHOENIX, AZ 81,89581.9k $4.0m $4.0m 0.05% Added +20.3k +20,337
50 Buttonwood Financial Group, LLC 2.00% of their portfolio Kansas City, MO 76,83376.8k $3.8m $3.8m 2.00% Reduced -13.2k -13,249
51 Ameritas Advisory Services, LLC 0.12% of their portfolio Lincoln, NE 68,16768.2k $3.3m $3.3m 0.12% Reduced -11.5k -11,478
52 One Wealth Advisors, LLC 0.38% of their portfolio SAN FRANCISCO, CA 64,05864.1k $3.1m $3.1m 0.38% Reduced -1.5k -1,473
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 62,42362.4k $3.0m $3.0m 0.00% New
54 GC Wealth Management RIA, LLC 0.11% of their portfolio Cambridge, MA 60,28760.3k $2.9m $2.9m 0.11% Added +5.0k +5,005
55 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 59,89059.9k $2.9m $2.9m 0.05% Added +1.9k +1,917
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 59,60259.6k $2.9m $2.9m 0.00% New
57 Ascent Group, LLC 0.10% of their portfolio VIRGINIA BEACH, VA 59,25959.3k $2.9m $2.9m 0.10% Reduced -47.4k -47,447
58 Fairman Group, LLC 2.30% of their portfolio CHESTERBROOK, PA 59,11859.1k $2.9m $2.9m 2.30% Added +822 +822
59 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 58,76658.8k $2.9m $2.9m 0.01% Added +8.0k +8,031
60 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 57,74857.7k $2.8m $2.8m 0.01% Added +9.3k +9,257
61 Cardinal Strategic Wealth Guidance 0.73% of their portfolio LOUISVILLE, KY 57,31657.3k $2.8m $2.8m 0.73% New
62 West Wealth Group, LLC 0.58% of their portfolio Irvine, CA 57,19157.2k $2.8m $2.8m 0.58% Added +10.3k +10,324
63 Perennial Investment Advisors, LLC 0.22% of their portfolio Los Angeles, CA 56,90856.9k $2.8m $2.8m 0.22% Added +8.0k +7,976
64 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 56,12756.1k $2.7m $2.7m 0.01% Added +15.0k +14,960
65 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 53,98454.0k $2.6m $2.6m 0.04% Reduced -13.4k -13,382
66 Tower Research Capital LLC (TRC) 0.06% of their portfolio NEW YORK, NY 52,29552.3k $2.5m $2.5m 0.06% New
67 Keebeck Wealth Management 0.29% of their portfolio Chicago, IL 51,40351.4k $2.5m $2.5m 0.29% Added +31.9k +31,879
68 Tyche Wealth Partners LLC 0.37% of their portfolio PLANO, TX 48,43748.4k $2.4m $2.4m 0.37% Added +7.1k +7,054
69 Kelly Financial Services LLC 0.57% of their portfolio BRAINTREE, MA 46,59946.6k $2.3m $2.3m 0.57% Added +4.5k +4,496
70 Mariner, LLC 0.00% of their portfolio Overland Park, KS 46,40446.4k $2.3m $2.3m 0.00% Added +28.0k +27,967
71 DIVERSIFY WEALTH MANAGEMENT, LLC 0.11% of their portfolio SANDY, UT 46,20146.2k $2.3m $2.3m 0.11% New
72 Detalus Advisors, LLC 0.53% of their portfolio ST. LOUIS, MO 44,61644.6k $2.2m $2.2m 0.53% Reduced -6.9k -6,942
73 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 43,85543.9k $2.1m $2.1m 0.01% Added +8.2k +8,227
74 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 40,66340.7k $2.0m $2.0m 0.01% Added +10.7k +10,724
75 Vise Technologies, Inc. 0.04% of their portfolio NEW YORK, NY 39,63239.6k $1.9m $1.9m 0.04% Added +28.0k +28,039
76 GSG Advisors LLC 0.49% of their portfolio MOUNT LAUREL, NJ 39,21439.2k $1.9m $1.9m 0.49% Added +30.1k +30,115
77 Atlas Private Wealth Advisors 0.43% of their portfolio RED BANK, NJ 37,55937.6k $1.8m $1.8m 0.43% Added +691 +691
78 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 37,32937.3k $1.8m $1.8m 0.01% Reduced -327 -327
79 WATERSHED PRIVATE WEALTH LLC 0.51% of their portfolio Oak Brook, IL 35,11035.1k $1.7m $1.7m 0.51% Added +1.8k +1,832
80 WEALTH ALLIANCE, LLC 0.17% of their portfolio MELLVILLE, NY 35,00535.0k $1.7m $1.7m 0.17% Added +3.2k +3,223
81 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 34,64134.6k $1.7m $1.7m 0.03% Reduced -8.7k -8,654
82 Keystone Financial Group 0.12% of their portfolio LEXINGTON, KY 33,51933.5k $1.6m $1.6m 0.12% Added +2.2k +2,208
83 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 33,41633.4k $1.6m $1.6m 0.02% Added +5.4k +5,434
84 CHERRYDALE WEALTH MANAGEMENT, LLC 0.47% of their portfolio HOBOKEN, NJ 32,13532.1k $1.6m $1.6m 0.47% Added +3.1k +3,104
85 Vision Retirement, LLC 0.42% of their portfolio RIDGEWOOD, NJ 32,12232.1k $1.6m $1.6m 0.42% First filing
86 PACES FERRY WEALTH ADVISORS, LLC 0.63% of their portfolio ATLANTA, GA 31,99832.0k $1.6m $1.6m 0.63% Unchanged
87 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 30,82930.8k $1.5m $1.5m 0.02% Added +88 +88
88 CFS Investment Advisory Services, LLC 0.11% of their portfolio TOTOWA, NJ 30,33730.3k $1.5m $1.5m 0.11% Reduced -8.3k -8,305
89 Triad Wealth Partners, LLC 0.14% of their portfolio LAWRENCE, KS 29,96530.0k $1.5m $1.5m 0.14% Added +13.7k +13,739
90 CAHILL FINANCIAL ADVISORS INC 0.15% of their portfolio EDINA, MN 27,83127.8k $1.4m $1.4m 0.15% Added +10.0k +9,996
91 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.54% of their portfolio SCOTTSDALE, AZ 26,03926.0k $1.3m $1.3m 0.54% Added +943 +943
92 High Falls Advisors, Inc 0.25% of their portfolio ROCHESTER, NY 25,72825.7k $1.3m $1.3m 0.25% Reduced -4.0k -4,000
93 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 23,42623.4k $1.1m $1.1m 0.02% Added +621 +621
94 Elequin Capital, LP 0.15% of their portfolio NEW YORK, NY 22,97823.0k $1.1m $1.1m 0.15% Reduced -43.6k -43,610
95 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 22,87022.9k $1.1m $1.1m 0.02% Added +16.3k +16,297
96 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22,64322.6k $1.1m $1.1m 0.00% Added +1.9k +1,934
97 EHRLICH FINANCIAL GROUP 0.63% of their portfolio LAGUNA NIGUEL, CA 22,63522.6k $1.1m $1.1m 0.63% Added +7.8k +7,832
98 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 22,39922.4k $1.1m $1.1m 0.01% Added +13.2k +13,150
99 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 21,81221.8k $1.1m $1.1m 0.06% Added +253 +253
100 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 21,63521.6k $1.1m $1.1m 0.03% Added +922 +922