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SHYM

iShares Short Duration High Yield Muni Active ETF

141 hedge funds and large institutions have $238M invested in iShares Short Duration High Yield Muni Active ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 24

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $207M → $238M (+$31.8M)

4% more funds holding

Funds holding: 135141 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 46.84%45.29% (-1.6%)

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
66
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$31.8M +$11.4M +510,634 +55%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.3M +$15.5M +695,207 +118%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.8M +$2.6M +116,407 +23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M +$3.36M +150,577 +33%
JP Morgan Chase
5
JP Morgan Chase
New York
$8.42M +$567K +25,420 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.91M +$947K +42,468 +16%
DWM
7
Dynasty Wealth Management
Florida
$6.68M +$618K +27,717 +10%
QWP
8
Quotient Wealth Partners
Texas
$6.65M +$186K +8,357 +3%
TC
9
Trust Company
Kansas
$6.43M +$211K +9,477 +3%
IWM
10
IHT Wealth Management
Illinois
$6.04M +$1.68M +75,357 +38%
PWM
11
Prentice Wealth Management
New York
$4.76M -$55.4K -2,482 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.34M -$210K -9,403 -5%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.17M +$304K +13,642 +8%
FAM
14
Forte Asset Management
New York
$3.93M +$1.4M +62,694 +54%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.89M -$747K -33,491 -16%
EWP
16
Evergreen Wealth Partners
Montana
$3.33M +$636K +28,499 +23%
ARG
17
Advisory Resource Group
Oklahoma
$3.21M +$120K +5,399 +4%
CAL
18
Capital Analysts LLC
Pennsylvania
$3.09M +$780K +34,980 +33%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$3.08M +$25.8K +1,155 +0.8%
Jane Street
20
Jane Street
New York
$2.9M -$1.79M -80,124 -38%
VPP
21
Vertex Planning Partners
Illinois
$2.57M +$2.12M +95,144 +438%
RWM
22
Rialto Wealth Management
New York
$2.41M +$1.67M +75,040 +217%
FFP
23
FourThought Financial Partners
Florida
$2.34M +$1.36K +61 +0.1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.31M -$780K -34,951 -25%
Truist Financial
25
Truist Financial
North Carolina
$2.06M +$608K +27,240 +41%