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
$49.04
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
33,744,389
Total reported value
$1,642,761,990
% of total 13F portfolios
0%
Share change
+2,913,562
Value change
+$141,733,766
Number of holders
258
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 31 Dec 2025, 258 institutional investors reported holding 33,744,389 shares of iShares High Yield Muni Income Active ETF - Common Stock (HIMU). This represents 75% 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 60% 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 11% 4,937,894 +8.2% 0.07% $240,376,656
LPL Financial LLC 7.8% 3,514,782 +8.9% 0.05% $171,099,596
BlackRock, Inc. 7.3% 3,302,138 -5% 0% $160,748,057
BANK OF AMERICA CORP /DE/ 5.4% 2,425,419 +7.6% 0.01% $118,069,409
JPMORGAN CHASE & CO 3.6% 1,623,793 -20% 0.01% $79,046,246
MORGAN STANLEY 3.3% 1,486,630 +40% 0% $72,369,157
JONES FINANCIAL COMPANIES LLLP 3% 1,351,806 -5.2% 0.04% $65,805,929
WELLS FARGO & COMPANY/MN 2% 898,793 +4.1% 0.01% $43,753,266
MML INVESTORS SERVICES, LLC 1.6% 736,665 +14% 0.09% $35,860,857
Cetera Investment Advisers 1.6% 726,557 +10% 0.04% $35,368,787
COMMONWEALTH EQUITY SERVICES, LLC 1.4% 623,367 +14% 0.04% $30,345,500
Tolleson Wealth Management, Inc. 1.3% 594,674 +8.5% 4.2% $28,948,730
AMERIPRISE FINANCIAL INC 1.2% 544,081 +41% 0.01% $26,480,644
Sanctuary Advisors, LLC 1.2% 521,056 -3% 0.14% $25,364,990
UBS Group AG 1% 471,505 +21% 0% $22,952,863
RAYMOND JAMES FINANCIAL INC 1% 465,466 +4.4% 0.01% $22,658,866
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.94% 425,502 +11% 0.01% $20,713,437
PARK AVENUE SECURITIES LLC 0.93% 421,652 +5.8% 0.17% $20,526,000
Envestnet Portfolio Solutions, Inc. 0.77% 345,307 +17% 0.06% $16,809,555
NATIXIS ADVISORS, LLC 0.7% 317,603 +19% 0.02% $15,461,000
SOFI WEALTH, LLC 0.7% 314,517 +9.6% 0.76% $15,310,680
Kestra Investment Management, LLC 0.6% 271,457 0.32% $13,214,527
JANE STREET GROUP, LLC 0.59% 264,695 +55% 0.02% $12,885,353
Bank of New York Mellon Corp 0.57% 256,981 -3.3% 0% $12,509,856
Rockefeller Capital Management L.P. 0.51% 228,636 +27% 0.02% $11,130,066

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 33,744,389 $1,642,761,990 +$141,733,766 $48.68 258
2025 Q3 30,770,403 $1,512,943,637 +$371,358,624 $49.19 228
2025 Q2 22,855,806 $1,111,103,435 +$118,269,466 $48.63 209
2025 Q1 20,421,554 $1,011,204,113 +$1,010,937,047 $49.53 176