Blackrock ETF Trust II (SHYM) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Blackrock ETF Trust II (SHYM) following the 2026 Q2 hedge fund 13F filings?

As of today, SHYM has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SHYM gained -1.2% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Blackrock ETF Trust II (SHYM)

136 + Investors. Track Smart Money conviction in SHYM. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SHYM

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added SHYM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

137 hedge funds hold SHYM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q

+38 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

92 buying46 selling

Last quarter: 92 funds were net buyers (28 opened a brand new position + 64 added to an existing one). Only 46 were sellers (23 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 28 → 28 → 30 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 44% entered in last year

■ 20% conviction (2yr+) ■ 36% medium ■ 44% new

Only 28 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~28 new funds/quarter

24 → 28 → 28 → 30 → 28 new funds/Q

New funds entering each quarter: 28 → 28 → 30 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 56% of holders entered in last year

■ 19% veterans ■ 25% 1-2yr ■ 56% new

Of 137 current holders: 77 (56%) entered in the past year, only 26 (19%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

10 of 137 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	136	131	3.82%
13F Shares	10M	9M	13.94%
Total Value	$219M	$203M	7.82%
New Positions	27	30	-3
Increased Positions	64	56	+8
Closed Positions	22	13	+9
Reduced Positions	23	28	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

136

131

3.82%

13F Shares

10M

13.94%

Total Value

$219M

$203M

7.82%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

136 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHYM. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SHYM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Orgel Wealth Management, LLC	3.47%	8,146,410	$182.9M
2	Evergreen Wealth Partners LLC	2.19%	162,722	$3.7M
3	Forte Asset Management LLC	1.64%	178,446	$4.0M
4	Legacy Advisory Services, LLC	1.27%	80,200	$1.8M
5	DeLarme Wealth Management, Inc.	1.25%	96,134	$2.2M
6	Prentice Wealth Management LLC	1.14%	247,048	$5.5M
7	Objective Capital Management, LLC	0.83%	41,796	$938K
8	Rialto Wealth Management, LLC	0.72%	161,516	$3.6M
9	Trust Co	0.58%	286,957	$6.4M
10	Vertex Planning Partners, LLC	0.45%	135,923	$3.1M
11	MBA Advisors LLC	0.39%	51,825	$1.2M
12	Beto Financial Group, LLC	0.36%	30,953	$689K
13	SK Wealth Management, LLC	0.32%	64,431	$1.4M
14	Wealth Advisors of Tampa Bay, LLC	0.31%	45,000	$1.0M
15	Kuhn & Co Investment Counsel	0.31%	23,720	$533K
16	Aspen Wealth Management LLC	0.29%	75,007	$1.7M
17	Retirement Planning Group, LLC / Ny	0.28%	23,077	$518K
18	Joseph Group Capital Management	0.25%	52,776	$1.2M
19	Beta Wealth Group, Inc.	0.24%	28,810	$647K
20	ShoreHaven Wealth Partners, LLC	0.24%	33,794	$759K
21	COFG Advisors, LLC	0.23%	59,216	$1.3M
22	Weitzel Financial Services, Inc.	0.22%	28,327	$634K
23	Tolleson Wealth Management, Inc.	0.21%	65,600	$1.4M
24	M Wealth Management, LLC	0.20%	11,200	$251K
25	Perspective Wealth Advisors LLC	0.19%	15,557	$349K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Blackrock ETF Trust II (SHYM)

What does the Smart Money Trend signal show for SHYM?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added SHYM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHYM?

More buyers than sellers — 67% buying: Last quarter: 92 funds were net buyers (28 opened a brand new position + 64 added to an existing one). Only 46 were sellers (23 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHYM holders?

Strong quality — 22% AUM from major funds: 10 of 137 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SHYM?

Mostly new holders — 44% entered in last year: Only 28 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Blackrock ETF Trust II (SHYM) following the 2026 Q2 hedge fund 13F filings?

As of today, SHYM has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SHYM has gained -1.2% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Blackrock ETF Trust II (SHYM)

Smart Money Signals — SHYM

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +38% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~28 new funds per quarter

Mostly new holders — 44% entered in last year

Steady discovery — ~28 new funds/quarter

Early stage — 56% of holders entered in last year

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — SHYM

Hedge Fund Ownership: SHYM

Market Analysis: SHYM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHYM

Is It Too Late to Buy Blackrock ETF Trust II (SHYM) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SHYM

Statistics: SHYM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Blackrock ETF Trust II (SHYM)

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