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HIMU

iShares High Yield Muni Active ETF

229 hedge funds and large institutions have $1.51B invested in iShares High Yield Muni Active ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 16

158% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 48

33% more capital invested

Capital invested by funds: $1.14B → $1.51B (+$376M)

9% more funds holding

Funds holding: 211229 (+18)

8.2% more ownership

Funds ownership: 61.86%70.06% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
124
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$8.41M +$8.2M +170,925 New
Osaic Holdings
27
Osaic Holdings
Arizona
$8.32M +$3.44M +71,570 +71%
FSWA
28
Financial Synergies Wealth Advisors
Texas
$7.98M +$691K +14,403 +10%
IWA
29
Icon Wealth Advisors
Texas
$7.97M +$1.89M +39,311 +32%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$7.53M -$313K -6,512 -4%
DSA
31
Droms Strauss Advisors
Missouri
$7.21M +$1.01M +21,031 +17%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$6.71M +$2.32M +48,337 +55%
KCM
33
KM Capital Management
Texas
$6.04M +$2.71M +56,395 +85%
NA
34
NewEdge Advisors
Louisiana
$6.04M +$2.44M +50,759 +70%
SFP
35
Shepherd Financial Partners
Massachusetts
$5.76M +$3.5M +72,876 +165%
Stifel Financial
36
Stifel Financial
Missouri
$5.6M +$1.84M +38,363 +51%
Truist Financial
37
Truist Financial
North Carolina
$5.46M +$479K +9,974 +10%
AG
38
Ascent Group
Virginia
$5.25M +$1.37M +28,548 +37%
SWP
39
Stratos Wealth Partners
Ohio
$5.15M +$4.1M +85,499 +444%
SF
40
Summit Financial
New Jersey
$4.88M +$4.76M +99,218 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$4.69M +$587K +12,228 +15%
BCI
42
Brinker Capital Investments
Pennsylvania
$4.62M +$1.07M +22,211 +31%
Cerity Partners
43
Cerity Partners
New York
$4.41M -$979K -20,390 -19%
BFG
44
Buttonwood Financial Group
Missouri
$4.41M +$1.86M +38,745 +75%
CIA
45
Concurrent Investment Advisors
Florida
$4.03M +$3.93M +81,917 New
AAS
46
Ameritas Advisory Services
Nebraska
$3.92M +$3.82M +79,645 New
PCA
47
Prosperity Capital Advisors
Ohio
$3.78M +$520K +10,831 +16%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$3.31M -$1.78M -37,118 -36%
EC
49
Elequin Capital
New York
$3.28M +$3.2M +66,588 New
OWA
50
One Wealth Advisors
California
$3.22M +$476K +9,911 +18%

HIMU Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Muni Active ETF (HIMU) for Q3 2025, worth a combined $1.51B — up 33% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HIMU positions and 16 closed out — a net gain of 26 holders — while 124 added to existing stakes and 48 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $72.8M. The largest seller was Jones Financial Companies, cutting an estimated $5.81M.

  • 229 institutional investors held iShares High Yield Muni Active ETF (HIMU) as of Q3 2025, up from 211 in Q2 2025.
  • Funds reported $1.51B of iShares High Yield Muni Active ETF stock for Q3 2025, up 33% quarter-over-quarter.
  • 42 funds opened new iShares High Yield Muni Active ETF positions in Q3 2025 and 16 closed out, a net change of +26 holders.
  • The largest iShares High Yield Muni Active ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $72.8M added.
  • The largest iShares High Yield Muni Active ETF seller in Q3 2025 was Jones Financial Companies, an estimated $5.81M sold.

Based on aggregated 13F filings for Q3 2025.