SHYM

iShares Short Duration High Yield Muni Active ETF

77 hedge funds and large institutions have $122M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+20
Holders Change %
+35.09%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
27
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$813K +$813K +35,000 New
AAS
27
Avantax Advisory Services
Texas
$728K +$113K +4,864 +18%
PPWP
28
Premier Path Wealth Partners
New Jersey
$674K +$34.2K +1,474 +5%
OPS
29
Orion Portfolio Solutions
Nebraska
$617K +$617K +26,618 New
BCI
30
Brinker Capital Investments
Pennsylvania
$617K +$617K +26,618 New
VR
31
Valued Retirements
Texas
$608K
SWP
32
ShoreHaven Wealth Partners
New Jersey
$554K +$554K +23,895 New
Creative Planning
33
Creative Planning
Kansas
$543K
TFGT
34
TS Financial Group (TSFG)
Illinois
$464K +$464K +20,000 New
MML Investors Services
35
MML Investors Services
Massachusetts
$459K +$459K +19,786 New
VC
36
Veracity Capital
Georgia
$459K
HCC
37
Hirtle Callaghan & Co
Pennsylvania
$421K -$411K
AWM
38
Apollon Wealth Management
South Carolina
$417K +$86.9K +3,750 +26%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$412K +$412K +17,791 New
Prudential Financial
40
Prudential Financial
New Jersey
$410K +$410K +17,670 New
PCA
41
Prosperity Capital Advisors
Ohio
$405K +$405K +17,451 New
PAS
42
Park Avenue Securities
New York
$396K +$396K +17,092 New
CCA
43
Cora Capital Advisors
New Jersey
$371K +$371K +16,000 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$364K +$364K +15,724 New
SFM
45
Signet Financial Management
New Jersey
$342K +$62.8K +2,710 +22%
VPP
46
Vertex Planning Partners
Illinois
$342K +$75.8K +3,271 +28%
P
47
&Partners
Tennessee
$317K +$317K +13,659 New
FPGK
48
Financial Partners Group (Kansas)
Kansas
$278K +$278K +11,999 New
NCM
49
New Capital Management
Texas
$259K
MCWS
50
McKinley Carter Wealth Services
West Virginia
$255K +$5.56K +240 +2%