SHYM

iShares Short Duration High Yield Muni Active ETF

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.

Holders
57
Holders Change
+17
Holders Change %
+42.5%
% of All Funds
0.83%
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
Name Holding Trade Value Shares
Change
Shares
Change %
HSG
26
Helen Stephens Group
Texas
$450K +$450K +19,889 New
VC
27
Veracity Capital
Georgia
$448K
HCC
28
Hirtle Callaghan & Co
Pennsylvania
$411K -$407K
AFP
29
Ausdal Financial Partners
Iowa
$358K +$28K +1,235 +8%
KP
30
Keel Point
Alabama
$350K +$350K +15,180 New
AWM
31
Apollon Wealth Management
South Carolina
$322K +$322K +14,233 New
KAS
32
Kestra Advisory Services
Texas
$283K -$834K -36,850 -75%
SFM
33
Signet Financial Management
New Jersey
$273K -$1.27K -56 -0.5%
VPP
34
Vertex Planning Partners
Illinois
$260K +$260K +11,483 New
NCM
35
New Capital Management
Texas
$253K
MCM
36
Mattern Capital Management
Colorado
$251K -$15.1K -669 -6%
PA
37
Parallel Advisors
California
$244K +$226K +10,000 +1,252%
MCWS
38
McKinley Carter Wealth Services
West Virginia
$243K +$25.2K +1,114 +12%
DT
39
Diversified Trust
Tennessee
$226K
KCIC
40
Kuhn & Co Investment Counsel
Illinois
$211K +$211K +9,330 New
CA
41
CGN Advisors
Kansas
$211K
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$202K +$202K +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 +$146K +6,466 New
IA
46
IFP Advisors
Florida
$65.7K +$65.7K +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