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 %
AAS
26
Avantax Advisory Services
Texas
$1.6M 71,866 +7,694 +12%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.51M 67,879 +27,395 +68%
TWM
28
Tolleson Wealth Management
Texas
$1.46M 65,600 -1,970 -3%
AI
29
Atria Investments
North Carolina
$1.42M 63,534 -123,135 -66%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$1.13M 50,406 +590 +1%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$1.08M 48,456 -4,834 -9%
BCI
32
Brinker Capital Investments
Pennsylvania
$776K 34,789 +11,902 +52%
GCA
33
Gradient Capital Advisors
California
$773K 34,635 +34,635 New
AF
34
Allworth Financial
California
$729K 32,662 +27,881 +583%
PPWP
35
Premier Path Wealth Partners
New Jersey
$649K 29,095 -2,090 -7%
CW
36
CreativeOne Wealth
Kansas
$615K 27,556 +7,344 +36%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$614K 27,529 -1,350 -5%
PF
38
Penney Financial
Texas
$609K 27,300 +27,300 New
SFWC
39
Strategic Family Wealth Counselors
New Jersey
$591K 26,500 – –
KAS
40
Kestra Advisory Services
Texas
$567K 25,427 +25,427 New
AWS
41
Atria Wealth Solutions
New York
$533K 23,872 +1,530 +7%
Creative Planning
42
Creative Planning
Kansas
$523K 23,423 -1,408 -6%
PAS
43
Park Avenue Securities
New York
$472K 21,151 -1,017 -5%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$468K 20,964 -2,167 -9%
SEM
45
Strategic Equity Management
Arizona
$467K 20,947 +20,947 New
MI
46
Moneywise Inc
Virginia
$467K 20,947 +20,947 New
ML
47
McAdam LLC
Pennsylvania
$459K 20,562 +20,562 New
VC
48
Veracity Capital
Georgia
$442K 19,801 +1 +0%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$416K 18,644 -147 -0.8%
JGCM
50
Joseph Group Capital Management
Ohio
$413K 18,511 +18,511 New
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