iShares Short Duration High Yield Muni Active ETF
SHYM
23 hedge funds and large institutions have $13.6M invested in iShares Short Duration High Yield Muni Active ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
21% more funds holding
Funds holding: 19 → 23 (+4)
22% less capital invested
Capital invested by funds: $17.5M → $13.6M (-$3.86M)
31.44% less ownership
Funds ownership: 85.3% → 53.86% (-31%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$925K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$619K |
| 3 |
MCM
Mattern Capital Management
Lakewood,
Colorado
|
+$248K |
| 4 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$239K |
| 5 |
PFWA
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$2.75M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.89M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$741K |
| 4 |
WPC
Wedmont Private Capital
West Chester,
Pennsylvania
|
-$571K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPC
26
Wedmont Private Capital
West Chester,
Pennsylvania
| – | -$571K | -27,855 | Closed |
|
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$328K | -15,986 | Closed |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$94K | -4,595 | Closed |
|
|
CHA
29
Carmichael Hill & Associates
Gaithersburg,
Maryland
| – | -$53K | -2,577 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$35K | -1,729 | Closed |
|
SHYM Hedge Fund Activity: Q4 2022 in Review
23 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q4 2022, worth a combined $13.6M — down 22% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SHYM positions and 7 closed out — a net gain of 4 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $925K. The largest seller was Condor Capital Management, cutting an estimated $2.75M.
- 23 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q4 2022, up from 19 in Q3 2022.
- Funds reported $13.6M of iShares Short Duration High Yield Muni Active ETF stock for Q4 2022, down 22% quarter-over-quarter.
- 11 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q4 2022 and 7 closed out, a net change of +4 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q4 2022 was HighTower Advisors, an estimated $925K added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q4 2022 was Condor Capital Management, an estimated $2.75M sold.
Based on aggregated 13F filings for Q4 2022.