SHYM

iShares Short Duration High Yield Muni Active ETF

97 hedge funds and large institutions have $183M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
35
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSG
26
Helen Stephens Group
Texas
$1.42M +$53.9K +2,377 +4%
ATPW
27
Ashton Thomas Private Wealth
Arizona
$1.21M +$1.21M +53,290 New
Natixis Advisors
28
Natixis Advisors
Massachusetts
$1.13M +$28.2K +1,245 +3%
RA
29
RFG Advisory
Alabama
$1M +$1M +44,184 New
MML Investors Services
30
MML Investors Services
Massachusetts
$918K +$163K +7,201 +22%
PCA
31
Prosperity Capital Advisors
Ohio
$846K +$353K +15,536 +71%
PPWP
32
Premier Path Wealth Partners
New Jersey
$707K +$51.4K +2,266 +8%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$655K +$655K +28,879 New
EC
34
Elequin Capital
New York
$622K +$622K +27,450 New
SFWC
35
Strategic Family Wealth Counselors
New Jersey
$601K +$601K +26,500 New
SWP
36
ShoreHaven Wealth Partners
New Jersey
$596K +$74.6K +3,292 +14%
AWM
37
Apollon Wealth Management
South Carolina
$578K +$181K +7,999 +46%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$575K -$512K -22,588 -47%
Creative Planning
39
Creative Planning
Kansas
$563K
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$524K +$63K +2,777 +14%
OPS
41
Orion Portfolio Solutions
Nebraska
$519K -$20.1K -888 -4%
BCI
42
Brinker Capital Investments
Pennsylvania
$519K -$20.1K -888 -4%
PAG
43
Private Advisor Group
New Jersey
$513K +$513K +22,642 New
AWS
44
Atria Wealth Solutions
New York
$506K +$17.2K +760 +4%
PAS
45
Park Avenue Securities
New York
$503K -$20K -881 -4%
CW
46
CreativeOne Wealth
Kansas
$458K +$458K +20,212 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$453K -$8.66K -382 -2%
VC
48
Veracity Capital
Georgia
$449K
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$426K +$426K +18,791 New
HCC
50
Hirtle Callaghan & Co
Pennsylvania
$411K -$411K