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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
DWM
26
DeLarme Wealth Management
California
$1.96M +$385K +17,260 +24%
SWM
27
SK Wealth Management
Rhode Island
$1.9M -$47.8K -2,142 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.85M +$1.01M +45,287 +117%
WWA
29
WCG Wealth Advisors
Nevada
$1.84M +$22 +1 +0%
LAS
30
Legacy Advisory Services
Pennsylvania
$1.77M +$1.8M +80,500 New
KWM
31
Keebeck Wealth Management
Illinois
$1.75M -$26.3K -1,178 -1%
AFP
32
Ausdal Financial Partners
Iowa
$1.69M +$122K +5,474 +8%
PAG
33
Private Advisor Group
New Jersey
$1.56M -$324K -14,508 -17%
PCA
34
Prosperity Capital Advisors
Ohio
$1.54M +$509K +22,813 +48%
IAA
35
Independent Advisor Alliance
North Carolina
$1.44M +$1.46M +65,373 New
CA
36
COFG Advisors
Illinois
$1.33M +$8.32K +373 +0.6%
JGCM
37
Joseph Group Capital Management
Ohio
$1.33M -$210K -9,405 -13%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$1.29M +$1.31M +58,806 New
MA
39
MBA Advisors
Pennsylvania
$1.09M +$93.1K +4,175 +9%
DWP
40
Destiny Wealth Partners
Florida
$1.07M +$167K +7,495 +18%
DWM
41
Diversify Wealth Management
Utah
$1.03M +$841K +37,681 +421%
WAOTB
42
Wealth Advisors of Tampa Bay
Florida
$991K
WIA
43
World Investment Advisors
California
$984K +$997K +44,666 New
PAS
44
Park Avenue Securities
New York
$982K +$610K +27,350 +159%
SWP
45
Stratos Wealth Partners
Ohio
$958K +$307K +13,746 +46%
Financial Engines Advisors
46
Financial Engines Advisors
California
$944K +$51.8K +2,320 +6%
HSG
47
Helen Stephens Group
Texas
$940K -$3.31M -148,147 -78%
AWM
48
Avior Wealth Management
Nebraska
$936K +$949K +42,522 New
OCM
49
Objective Capital Management
Ohio
$887K +$179K +8,039 +25%
Creative Planning
50
Creative Planning
Kansas
$805K +$293K +13,140 +56%