SHYM

iShares Short Duration High Yield Muni Active ETF

40 hedge funds and large institutions have $45.9M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
10
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DT
26
Diversified Trust
Tennessee
$225K +$225K +10,000 New
MCWS
27
McKinley Carter Wealth Services
West Virginia
$216K +$216K +9,627 New
CA
28
CGN Advisors
Kansas
$209K +$209K +9,298 New
WIA
29
Wetzel Investment Advisors
Indiana
$195K
JWA
30
JFS Wealth Advisors
Pennsylvania
$186K +$63.4K +2,822 +52%
HI
31
Harbour Investments
Wisconsin
$54.2K
AF
32
Advisornet Financial
Minnesota
$42.3K
PCMC
33
Planning Capital Management Corporation
Pennsylvania
$37.1K
PS
34
Principal Securities
Iowa
$22.5K +$22.5K +1,000 New
WWP
35
WR Wealth Planners
Missouri
$20.3K +$20.3K +902 New
SPIA
36
Steward Partners Investment Advisory
New York
$19K
PA
37
Parallel Advisors
California
$17.9K
TCG
38
Transcendent Capital Group
Oklahoma
$16.6K +$7.36K +328 +79%
SS
39
Sunbelt Securities
Texas
$10.9K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +341 New
Morgan Stanley
41
Morgan Stanley
New York
$22 +$22 +1 New
GC
42
GFG Capital
Florida
-$6.25M -282,683 Closed
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
-$4.59M -207,516 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$4.25M -192,259 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$975K -44,097 Closed
1WM
46
1900 Wealth Management
Texas
-$847K -38,300 Closed
AWM
47
Apollon Wealth Management
South Carolina
-$376K -17,000 Closed
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
-$287K -12,989 Closed
DWM
49
Dogwood Wealth Management
Kansas
-$3.3K -149 Closed