SHYM

iShares Short Duration High Yield Muni Active ETF

90 hedge funds and large institutions have $130M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
36
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$891K +$179K +7,884 +25%
MML Investors Services
27
MML Investors Services
Massachusetts
$754K +$306K +13,497 +68%
PPWP
28
Premier Path Wealth Partners
New Jersey
$655K -$3.33K -147 -0.5%
Mariner
29
Mariner
Kansas
$655K +$655K +28,908 New
Creative Planning
30
Creative Planning
Kansas
$563K +$31.9K +1,408 +6%
OPS
31
Orion Portfolio Solutions
Nebraska
$539K -$64.4K -2,843 -11%
BCI
32
Brinker Capital Investments
Pennsylvania
$539K -$64.4K -2,843 -11%
PAS
33
Park Avenue Securities
New York
$522K +$135K +5,957 +35%
SWP
34
ShoreHaven Wealth Partners
New Jersey
$521K -$20.8K -917 -4%
PCA
35
Prosperity Capital Advisors
Ohio
$493K +$97.5K +4,303 +25%
AWS
36
Atria Wealth Solutions
New York
$489K +$489K +21,582 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$461K +$58.1K +2,563 +14%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$461K +$461K +20,345 New
VC
39
Veracity Capital
Georgia
$449K
MCWS
40
McKinley Carter Wealth Services
West Virginia
$423K +$174K +7,695 +70%
HCC
41
Hirtle Callaghan & Co
Pennsylvania
$411K -$421K
Citadel Advisors
42
Citadel Advisors
Florida
$402K +$402K +17,743 New
AWM
43
Apollon Wealth Management
South Carolina
$396K -$11.3K -499 -3%
VPP
44
Vertex Planning Partners
Illinois
$374K +$39.6K +1,748 +12%
SA
45
SFI Advisors
New Jersey
$363K +$363K +16,037 New
P
46
&Partners
Tennessee
$350K +$39.9K +1,755 +13%
CRI
47
Commonwealth Retirement Investments
Virginia
$348K +$348K +15,368 New
SFM
48
Signet Financial Management
New Jersey
$339K +$4.85K +214 +1%
SAM
49
SignalPoint Asset Management
Missouri
$332K +$332K +14,640 New
KCIC
50
Kuhn & Co Investment Counsel
Illinois
$311K +$86.8K +3,830 +39%