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SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

26 hedge funds and large institutions have $24.8M invested in iShares Short Duration High Yield Muni Active ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0% more funds holding

Funds holding: 26 → 26 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $25.9M → $24.8M (-$1.07M)

1.1% less ownership

Funds ownership: 44.01% → 42.91% (-1.1%)

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$1.06M
2
PWM
Prentice Wealth Management
New York
+$977K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$894K
4
FTUS
Flow Traders U.S.
New York
+$411K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$283K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$1.36M
2
Jane Street
Jane Street
New York
-$1.14M
3
BRWA
B. Riley Wealth Advisors
Florida
-$448K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$397K
5
PFWA
Paces Ferry Wealth Advisors
Georgia
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.15K -$1.09K -51 -48%
OMC
27
Old Mission Capital
Illinois
– -$1.36M -62,291 Closed
BRWA
28
B. Riley Wealth Advisors
Florida
– -$448K -20,577 Closed
PFWA
29
Paces Ferry Wealth Advisors
Georgia
– -$202K -9,298 Closed
HS
30
Horan Securities
United States
– -$30.5K -1,403 Closed
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