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SHYM

iShares Short Duration High Yield Muni Active ETF

117 hedge funds and large institutions have $203M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

11% more funds holding

Funds holding: 105117 (+12)

3% more capital invested

Capital invested by funds: $197M → $203M (+$6.27M)

4.69% less ownership

Funds ownership: 55.68%50.99% (-4.7%)

Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
49
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.78M -$2.85M -128,858 -62%
JGCM
27
Joseph Group Capital Management
Ohio
$1.62M +$1.19M +53,880 +291%
AFP
28
Ausdal Financial Partners
Iowa
$1.58M +$1.33M +59,843 +549%
DAS
29
Diversify Advisory Services
Utah
$1.58M +$1.57M +70,983 New
TWM
30
Tolleson Wealth Management
Texas
$1.47M
WWA
31
WCG Wealth Advisors
Nevada
$1.37M +$1.35M +61,126 New
Natixis Advisors
32
Natixis Advisors
Massachusetts
$1.29M +$159K +7,186 +14%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$1.23M +$610K +27,529 +100%
PCA
34
Prosperity Capital Advisors
Ohio
$926K +$122K +5,516 +15%
PSCM
35
Per Stirling Capital Management
Texas
$905K +$898K +40,530 New
DWP
36
Destiny Wealth Partners
Florida
$839K +$832K +37,577 New
BPA
37
Beacon Pointe Advisors
California
$834K +$827K +37,339 New
BCI
38
Brinker Capital Investments
Pennsylvania
$820K +$42.3K +1,910 +5%
BWG
39
Beta Wealth Group
California
$819K -$1.66M -74,942 -67%
SWP
40
ShoreHaven Wealth Partners
New Jersey
$679K +$401K +18,113 +148%
AF
41
Allworth Financial
California
$676K -$53K -2,391 -7%
PF
42
Penney Financial
Texas
$610K
SFWC
43
Strategic Family Wealth Counselors
New Jersey
$592K
KAS
44
Kestra Advisory Services
Texas
$548K -$19.9K -898 -4%
Creative Planning
45
Creative Planning
Kansas
$523K
Financial Engines Advisors
46
Financial Engines Advisors
California
$500K +$496K +22,397 New
PAS
47
Park Avenue Securities
New York
$498K +$24.8K +1,121 +5%
VPP
48
Vertex Planning Partners
Illinois
$493K +$96.2K +4,343 +25%
Citadel Advisors
49
Citadel Advisors
Florida
$463K +$459K +20,712 New
P
50
&Partners
Tennessee
$452K +$55K +2,485 +14%