SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

Overview Fund Activity

104 hedge funds and large institutions have $193M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 20 closing their positions.

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
37
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$21.6M
2
LPL Financial
2
LPL Financial
California
$16.4M
3
ARG
3
Advisory Resource Group
Oklahoma
$3.09M
4
Jane Street
4
Jane Street
New York
$4.65M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.66M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.13M
3
AI
3
Atria Investments
North Carolina
$1.42M
4
SAM
4
Secure Asset Management
Michigan
$0
5
BWG
5
Beta Wealth Group
California
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29M 1,298,897 +60,368 +5%
KIM
2
Kestra Investment Management
Texas
$21.6M 959,876 +453,124 +89%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M 763,396 +54,528 +8%
LPL Financial
4
LPL Financial
California
$16.4M 735,685 +224,953 +44%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.17M 321,352 -25,864 -7%
PWM
6
Prentice Wealth Management
New York
$7.08M 317,137 +8,166 +3%
DWM
7
Dynasty Wealth Management
Florida
$5.87M 263,063 -1,092 -0.4%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.85M 262,371 -35,009 -12%
QWP
9
Quotient Wealth Partners
Texas
$5.8M 259,886 +1,181 +0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.13M 227,920 -199,550 -47%
Jane Street
11
Jane Street
New York
$4.65M 208,596 +122,290 +142%
TC
12
Trust Company
Kansas
$4.61M 206,807 -39,328 -16%
FAM
13
Forte Asset Management
New York
$4.46M 199,881 -23,950 -11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.03M 180,788 +29,656 +20%
ARG
15
Advisory Resource Group
Oklahoma
$3.09M 138,701 +138,701 New
HighTower Advisors
16
HighTower Advisors
Illinois
$2.85M 127,828 +17,483 +16%
Truist Financial
17
Truist Financial
North Carolina
$2.76M 123,501 -14,655 -11%
FFP
18
FourThought Financial Partners
Florida
$2.52M 112,742 +1,520 +1%
BWG
19
Beta Wealth Group
California
$2.49M 111,604 -67,835 -38%
IWM
20
IHT Wealth Management
Illinois
$2.45M 110,005 -3,360 -3%
HSG
21
Helen Stephens Group
Texas
$2.26M 101,353 +38,519 +61%
OWM
22
Orgel Wealth Management
Wisconsin
$2.13M 95,515 +15 +0%
PAG
23
Private Advisor Group
New Jersey
$1.81M 81,320 +58,678 +259%
EC
24
Elequin Capital
New York
$1.71M 76,652 +49,202 +179%
Goldman Sachs
25
Goldman Sachs
New York
$1.66M 74,364 +74,364 New
1
2 3 4 5