BlackRock High Yield Muni Income Bond

HYMU • BATS

BlackRock High Yield Muni Income Bond is an exchange-traded fund on BATS. As of Q3 2025, 105 institutional investors hold shares in this ETF, with total holdings valued at $164.9M. LPL Financial LLC is the largest holder with a position valued at $18.7M.

Overview

Overview of institutional ownership in HYMU as of Q3 2025

All Institutions

Institutions: 105
Value Held: $164.9M
Shares Held: 7.4M
Avg Position: $1.6M
Median Position: $383.3K

Hedge Funds

Hedge Funds: 2
Value Held: $523.4K
Shares Held: 23.4K
Avg Position: $261.7K
Median Position: $261.7K

Biggest Investors

Institutions with the largest positions in HYMU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$18.7M 0.01% of portfolio	835.7K shares	Q2 2024 Held for 1y 5m	$340.07B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$18.6M 0.01% of portfolio	834.1K shares	Q1 2024 Held for 1y 8m	$341.99B
A Advisor Group Holdings, Inc. Institution	-	$11.3M 0.02% of portfolio	505.0K shares	Q3 2021 Held for 4y 2m	$71.0B
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	$11.0M 0.30% of portfolio	492.8K shares	Q1 2025 Held for 8 months	$3.7B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$8.3M 0.00% of portfolio	373.4K shares	Q4 2023 Held for 1y 11m	$1.56T
Prentice Wealth Management LLC RIA/Wealth	Shawn Stephen Tesoro CIO	$6.8M 1.69% of portfolio	305.5K shares	Q2 2023 Held for 2y 5m	$404.0M
Dynasty Wealth Management, LLC Fund of Funds	Shirl Thomas Penney CEO	$6.1M 0.08% of portfolio	273.4K shares	Q1 2024 Held for 1y 8m	$7.5B
Quotient Wealth Partners, LLC RIA/Wealth	Timothy Russell Harder CIO	$6.1M 0.17% of portfolio	271.0K shares	Q4 2023 Held for 1y 11m	$3.7B
T Trust Co Institution	-	$5.9M 0.60% of portfolio	262.1K shares	Q1 2023 Held for 2y 8m	$977.7M
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth	William Clayton Bland CEO	$4.8M 0.08% of portfolio	216.6K shares	Q1 2025 Held for 8 months	$6.3B

Net Capital Flow

Institutional buying and selling activity for HYMU in Q3 2025

Traded: +$19.6M
Buyers: 71
Sellers: 35
Total Bought: +$36.6M
Total Sold: −$17.0M
Avg Position: $1.4M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$3.7M +166.6K shares	$3.7M 166.6K shares
A Advisor Group Holdings, Inc. Institution	+$3.4M +150.3K shares	$11.3M 505.0K shares
L LPL Financial LLC Institution	+$2.2M +100.0K shares	$18.7M 835.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$2.0M +87.4K shares	$3.5M 155.2K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	+$1.6M +71.2K shares	$1.9M 85.0K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$1.6M +70.7K shares	$18.6M 834.1K shares
Diversify Advisory Services, LLC RIA/Wealth	+$1.6M +71.0K shares	$1.6M 71.0K shares
W WCG Wealth Advisors LLC Institution	+$1.4M +61.1K shares	$1.4M 61.1K shares
Ausdal Financial Partners, Inc. RIA/Wealth	+$1.3M +59.8K shares	$1.6M 70.7K shares
H Helen Stephens Group, LLC Institution	+$1.3M +56.4K shares	$3.5M 157.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$2.9M −128.9K shares	$1.8M 79.7K shares
Orgel Wealth Management, LLC RIA/Wealth	−$2.1M −95.5K shares	Sold Off 0 shares
FORTE ASSET MANAGEMENT LLC RIA/Wealth	−$1.9M −84.2K shares	$2.6M 115.7K shares
Beta Wealth Group, Inc. RIA/Wealth	−$1.7M −74.9K shares	$819.0K 36.7K shares
GOLDMAN SACHS GROUP INC Institution	−$1.7M −74.4K shares	Sold Off 0 shares
A ATRIA INVESTMENTS LLC Institution	−$1.2M −53.0K shares	$236.0K 10.6K shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth	−$1.0M −45.8K shares	$4.8M 216.6K shares
G Gradient Capital Advisors, LLC RIA/Wealth	−$772.7K −34.6K shares	Sold Off 0 shares
Change Path, LLC RIA/Wealth	−$614.8K −27.6K shares	Sold Off 0 shares
Strategic Equity Management RIA/Wealth	−$467.3K −20.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HYMU in Q3 2025

New Positions: 21
New Value: $8.9M
Exited Positions: 14
Exited Value: $7.0M

New Positions

Institution	Position Value
Diversify Advisory Services, LLC RIA/Wealth	$1.6M 71.0K shares
W WCG Wealth Advisors LLC Institution	$1.4M 61.1K shares
Per Stirling Capital Management, LLC. RIA/Wealth	$905.4K 40.5K shares
R RWM Asset Management, LLC RIA/Wealth	$839.5K 37.6K shares
F Financial Engines Advisors L.L.C. Institution	$500.3K 22.4K shares
R Rialto Wealth Management, LLC RIA/Wealth	$395.7K 17.7K shares
A AMERIFLEX GROUP, INC. Institution	$385.6K 17.3K shares
S STIFEL FINANCIAL CORP Long Only Manager	$375.7K 16.8K shares
Keebeck Wealth Management, LLC RIA/Wealth	$350.1K 15.7K shares
Vawter Financial, Ltd. RIA/Wealth	$340.7K 15.3K shares

Exited Positions

Institution	Previous Position
Orgel Wealth Management, LLC RIA/Wealth	$2.1M 95.5K shares
GOLDMAN SACHS GROUP INC Institution	$1.7M 74.4K shares
G Gradient Capital Advisors, LLC RIA/Wealth	$772.7K 34.6K shares
Change Path, LLC RIA/Wealth	$614.8K 27.6K shares
Strategic Equity Management RIA/Wealth	$467.3K 20.9K shares
M MONEYWISE, INC. Institution	$467.3K 20.9K shares
IFG Advisors, LLC RIA/Wealth	$375.7K 16.8K shares
Thrive Wealth Management, LLC RIA/Wealth	$225.6K 10.1K shares
Kovack Advisors, Inc. RIA/Wealth	$201.3K 9.0K shares
Geneos Wealth Management Inc. RIA/Wealth	$24.0K 1.1K shares

Options Activity

Institutions with the largest Call and Put options positions in HYMU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with HYMU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Prentice Wealth Management LLC RIA/Wealth	Shawn Stephen Tesoro CIO	1.69% $6.8M	305.5K shares	Q2 2023 Held for 2y 5m	$404.0M
FORTE ASSET MANAGEMENT LLC RIA/Wealth	Sanjiv Kumar Founder	1.24% $2.6M	115.7K shares	Q3 2024 Held for 1y 2m	$207.8M
H Helen Stephens Group, LLC Institution	-	0.78% $3.5M	157.7K shares	Q2 2024 Held for 1y 5m	$449.5M
T Trust Co Institution	-	0.60% $5.9M	262.1K shares	Q1 2023 Held for 2y 8m	$977.7M
Advisory Resource Group RIA/Wealth	Christopher Grant Brown CCO	0.57% $3.0M	132.5K shares	Q2 2025 Held for 5 months	$523.1M
Joseph Group Capital Management RIA/Wealth	Anton James Bayer CEO	0.46% $1.6M	72.4K shares	Q2 2025 Held for 5 months	$354.5M
Objective Capital Management, LLC RIA/Wealth	Christopher Michael Denholm Managing Partner	0.38% $369.6K	16.5K shares	Q2 2025 Held for 5 months	$96.6M
K Kuhn & Co Investment Counsel RIA/Wealth	Mark Andrew Kuhn President	0.36% $449.5K	20.1K shares	Q2 2024 Held for 1y 5m	$126.4M
Beta Wealth Group, Inc. RIA/Wealth	Jodi Trabbic Vleck President	0.34% $819.0K	36.7K shares	Q1 2022 Held for 3y 8m	$238.4M
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	0.30% $11.0M	492.8K shares	Q1 2025 Held for 8 months	$3.7B

Hedge Fund Spotlight

Discover hedge funds investing in HYMU

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock High Yield Muni Income Bond

Market Value: $462.7K
Shares Held: 20.7K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%