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SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

57 hedge funds and large institutions have $66.1M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

44% more capital invested

Capital invested by funds: $45.9M → $66.1M (+$20.2M)

43% more funds holding

Funds holding: 40 → 57 (+17)

5.23% more ownership

Funds ownership: 50.64% → 55.87% (+5.2%)

Holders
57
Holders Change
+17
Holders Change %
+42.5%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
14
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$6.02M
2
OPAM
Ocean Park Asset Management
California
+$2.13M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.92M
4
PWM
Prentice Wealth Management
New York
+$1.25M
5
LPL Financial
LPL Financial
California
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.51M
2
KAS
Kestra Advisory Services
Texas
-$824K
3
BWG
Beta Wealth Group
California
-$698K
4
FTUS
Flow Traders U.S.
New York
-$447K
5
VR
Valued Retirements
Texas
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSG
26
Helen Stephens Group
Texas
$450K +$445K +19,889 New
VC
27
Veracity Capital
Georgia
$448K – – –
HCC
28
Hirtle Callaghan & Co
Pennsylvania
$411K – – –
AFP
29
Ausdal Financial Partners
Iowa
$358K +$27.6K +1,235 +8%
KP
30
Keel Point
Alabama
$350K +$340K +15,180 New
AWM
31
Apollon Wealth Management
South Carolina
$322K +$318K +14,233 New
KAS
32
Kestra Advisory Services
Texas
$283K -$824K -36,850 -75%
SFM
33
Signet Financial Management
New Jersey
$273K -$1.25K -56 -0.5%
VPP
34
Vertex Planning Partners
Illinois
$260K +$257K +11,483 New
NCM
35
New Capital Management
Texas
$253K – – –
MCM
36
Mattern Capital Management
Colorado
$251K -$15K -669 -6%
PA
37
Parallel Advisors
California
$244K +$224K +10,000 +1,252%
MCWS
38
McKinley Carter Wealth Services
West Virginia
$243K +$24.9K +1,114 +12%
DT
39
Diversified Trust
Tennessee
$226K – – –
KCIC
40
Kuhn & Co Investment Counsel
Illinois
$211K +$209K +9,330 New
CA
41
CGN Advisors
Kansas
$211K – – –
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$202K +$200K +8,920 New
WIA
43
Wetzel Investment Advisors
Indiana
$198K – – –
JWA
44
JFS Wealth Advisors
Pennsylvania
$187K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$146K +$145K +6,466 New
IA
46
IFP Advisors
Florida
$65.7K +$64.9K +2,902 New
HI
47
Harbour Investments
Wisconsin
$54.7K – – –
AF
48
Advisornet Financial
Minnesota
$42.6K – – –
PCMC
49
Planning Capital Management Corporation
Pennsylvania
$37.4K – – –
PS
50
Principal Securities
Iowa
$22.6K – – –
1
2
3

SHYM Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q2 2024, worth a combined $66.1M — up 44% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SHYM positions and 2 closed out — a net gain of 17 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $6.02M. The largest seller was Jane Street, exiting entirely with an estimated $1.51M sold.

  • 57 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q2 2024, up from 40 in Q1 2024.
  • Funds reported $66.1M of iShares Short Duration High Yield Muni Active ETF stock for Q2 2024, up 44% quarter-over-quarter.
  • 19 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q2 2024 and 2 closed out, a net change of +17 holders.
  • The largest iShares Short Duration High Yield Muni Active ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $6.02M added.
  • The largest iShares Short Duration High Yield Muni Active ETF seller in Q2 2024 was Jane Street, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2024.