SHYM

iShares Short Duration High Yield Muni Active ETF

113 hedge funds and large institutions have $202M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$27.9M
LPL Financial
2
LPL Financial
California
$18.7M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.6M
Osaic Holdings
4
Osaic Holdings
Arizona
$11.3M
KIM
5
Kestra Investment Management
Texas
$11M
JP Morgan Chase
6
JP Morgan Chase
New York
$8.34M
PWM
7
Prentice Wealth Management
New York
$6.82M
DWM
8
Dynasty Wealth Management
Florida
$6.11M
QWP
9
Quotient Wealth Partners
Texas
$6.06M
TC
10
Trust Company
Kansas
$5.86M
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.84M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.51M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.72M
HSG
14
Helen Stephens Group
Texas
$3.52M
MML Investors Services
15
MML Investors Services
Massachusetts
$3.47M
HighTower Advisors
16
HighTower Advisors
Illinois
$3.09M
ARG
17
Advisory Resource Group
Oklahoma
$2.96M
FAM
18
Forte Asset Management
New York
$2.58M
IWM
19
IHT Wealth Management
Illinois
$2.55M
Truist Financial
20
Truist Financial
North Carolina
$2.54M
FFP
21
FourThought Financial Partners
Florida
$2.36M
CAL
22
Capital Analysts LLC
Pennsylvania
$2.26M
PAG
23
Private Advisor Group
New Jersey
$2.18M
ATPW
24
Ashton Thomas Private Wealth
Arizona
$2.13M
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.89M