iShares Short Duration High Yield Muni Active ETF
SHYM
149 hedge funds and large institutions have $470M invested in iShares Short Duration High Yield Muni Active ETF in 2026 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 11 closing their positions.
96% more capital invested
Capital invested by funds: $240M → $470M (+$230M)
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 36
14.28% more ownership
Funds ownership: 45.57% → 59.84% (+14%)
5% more funds holding
Funds holding: 142 → 149 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$181M |
| 2 |
LPL Financial
San Diego,
California
|
+$26.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.72M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.32M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$2.61M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$2.52M |
| 3 |
Jane Street
New York
|
-$2.24M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.44M |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$936K |
SHYM Hedge Fund Activity: Q2 2026 in Review
149 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q2 2026, worth a combined $470M — up 96% from $240M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SHYM positions and 11 closed out — a net gain of 10 holders — while 67 added to existing stakes and 36 trimmed.
The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $181M. The largest seller was IHT Wealth Management, cutting an estimated $2.61M.
- 149 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q2 2026, up from 142 in Q1 2026.
- Funds reported $470M of iShares Short Duration High Yield Muni Active ETF stock for Q2 2026, up 96% quarter-over-quarter.
- 21 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q2 2026 and 11 closed out, a net change of +10 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q2 2026 was Orgel Wealth Management, an estimated $181M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q2 2026 was IHT Wealth Management, an estimated $2.61M sold.
Based on aggregated 13F filings for Q2 2026.