iShares High Yield Muni Income Active ETF - Common Stock (HIMU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
HIMU
Shares outstanding
45,119,675
Price per share
$48.68
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
30,770,149
Total reported value
$1,512,935,871
% of total 13F portfolios
0%
Share change
+7,547,837
Value change
+$371,332,517
Number of holders
228
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares High Yield Muni Income Active ETF - Common Stock (HIMU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 7.7% +14% $170,896,636 +$48,817,189 3,474,215 +40% BlackRock Portfolio Management LLC 30 Sep 2025

As of 30 Sep 2025, 228 institutional investors reported holding 30,770,149 shares of iShares High Yield Muni Income Active ETF - Common Stock (HIMU). This represents 68% of the company’s total 45,119,675 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares High Yield Muni Income Active ETF - Common Stock (HIMU) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ENVESTNET ASSET MANAGEMENT INC 10% 4,562,743 +50% 0.06% $224,441,314
BlackRock, Inc. 7.7% 3,474,215 +43% 0% $170,896,615
LPL Financial LLC 7.2% 3,227,169 +68% 0.05% $158,744,431
BANK OF AMERICA CORP /DE/ 5% 2,253,585 +18% 0.01% $110,853,832
JPMORGAN CHASE & CO 4.5% 2,019,529 +5.9% 0.01% $99,340,680
JONES FINANCIAL COMPANIES LLLP 3.2% 1,426,664 -7.8% 0.05% $69,726,147
MORGAN STANLEY 2.4% 1,063,613 +8.2% 0% $52,319,149
WELLS FARGO & COMPANY/MN 1.9% 863,278 +7.8% 0.01% $42,464,632
Cetera Investment Advisers 1.5% 658,845 +130% 0.04% $32,408,589
MML INVESTORS SERVICES, LLC 1.4% 644,822 +49% 0.08% $31,718,779
Tolleson Wealth Management, Inc. 1.2% 548,256 +18% 4.2% $26,968,713
COMMONWEALTH EQUITY SERVICES, LLC 1.2% 545,670 +6.6% 0.03% $26,842,000
Sanctuary Advisors, LLC 1.2% 537,268 +1.9% 0.15% $26,428,220
RAYMOND JAMES FINANCIAL INC 0.99% 445,994 +17% 0.01% $21,938,452
PARK AVENUE SECURITIES LLC 0.88% 398,657 0.15% $19,610,000
UBS Group AG 0.86% 389,754 +7.9% 0% $19,171,999
AMERIPRISE FINANCIAL INC 0.85% 385,541 +82% 0% $18,960,878
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.85% 384,872 +27% 0.01% $18,931,853
Envestnet Portfolio Solutions, Inc. 0.65% 295,495 +54% 0.05% $14,535,411
SOFI WEALTH, LLC 0.64% 286,896 +71% 0.76% $14,112,403
NATIXIS ADVISORS, LLC 0.59% 267,542 +21% 0.02% $13,160,000
Bank of New York Mellon Corp 0.59% 265,719 +956% 0% $13,070,697
Rockefeller Capital Management L.P. 0.4% 179,962 -3.6% 0.02% $8,852,379
HANCOCK WHITNEY CORP 0.39% 177,920 +0.53% 0.16% $8,751,883
Integrated Wealth Concepts LLC 0.39% 177,550 -39% 0.08% $8,733,703

Institutional Holders of iShares High Yield Muni Income Active ETF - Common Stock (HIMU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 798,200 $38,888,291 +$1,590,860 $48.68 26
2025 Q3 30,770,149 $1,512,935,871 +$371,332,517 $49.19 228
2025 Q2 22,855,806 $1,111,103,435 +$118,269,456 $48.63 209
2025 Q1 20,421,554 $1,011,204,113 +$1,010,937,003 $49.53 176