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SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

135 hedge funds and large institutions have $207M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

15% more funds holding

Funds holding: 117 → 135 (+18)

2% more capital invested

Capital invested by funds: $203M → $207M (+$3.39M)

4.15% less ownership

Funds ownership: 50.99% → 46.84% (-4.2%)

Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
59
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEM
Strategic Equity Management
Arizona
+$6.98M
2
MI
Moneywise Inc
Virginia
+$5.15M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.96M
4
Jane Street
Jane Street
New York
+$2.94M
5
LPL Financial
LPL Financial
California
+$2.21M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.7M
2
KIM
Kestra Investment Management
Texas
-$11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.28M
4
PWM
Prentice Wealth Management
New York
-$1.93M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SK Wealth Management
Rhode Island
$1.98M +$1.97M +88,384 New
PAG
27
Private Advisor Group
New Jersey
$1.9M -$275K -12,345 -13%
WWA
28
WCG Wealth Advisors
Nevada
$1.86M +$503K +22,591 +37%
KWM
29
Keebeck Wealth Management
Illinois
$1.79M +$1.45M +64,970 +415%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.66M -$232K -10,418 -12%
DWM
31
DeLarme Wealth Management
California
$1.6M +$1.6M +71,816 New
AFP
32
Ausdal Financial Partners
Iowa
$1.59M +$16.1K +725 +1%
DAS
33
Diversify Advisory Services
Utah
$1.56M -$31.8K -1,428 -2%
JGCM
34
Joseph Group Capital Management
Ohio
$1.55M -$58.9K -2,645 -4%
Truist Financial
35
Truist Financial
North Carolina
$1.48M -$1.05M -47,272 -42%
TWM
36
Tolleson Wealth Management
Texas
$1.46M – – –
CA
37
COFG Advisors
Illinois
$1.34M +$1.34M +60,085 New
CCM
38
Canal Capital Management
Virginia
$1.22M +$1.23M +55,123 New
PCA
39
Prosperity Capital Advisors
Ohio
$1.05M +$129K +5,797 +14%
MA
40
MBA Advisors
Pennsylvania
$1M +$1.01M +45,179 New
WAOTB
41
Wealth Advisors of Tampa Bay
Florida
$1,000K +$1M +45,000 New
DWP
42
Destiny Wealth Partners
Florida
$922K +$80.3K +3,608 +10%
Financial Engines Advisors
43
Financial Engines Advisors
California
$901K +$404K +18,138 +81%
BCI
44
Brinker Capital Investments
Pennsylvania
$861K +$45.8K +2,058 +6%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$860K +$862K +38,719 New
BPA
46
Beacon Pointe Advisors
California
$830K – – –
RWM
47
Rialto Wealth Management
New York
$769K +$376K +16,903 +95%
Citadel Advisors
48
Citadel Advisors
Florida
$758K +$299K +13,421 +65%
SWP
49
ShoreHaven Wealth Partners
New Jersey
$750K +$74.3K +3,339 +11%
OCM
50
Objective Capital Management
Ohio
$717K +$350K +15,712 +95%
1
2
3 4 5

SHYM Hedge Fund Activity: Q4 2025 in Review

135 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q4 2025, worth a combined $207M — up 1.7% from $203M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHYM positions and 13 closed out — a net gain of 18 holders — while 59 added to existing stakes and 28 trimmed.

The largest buyer was Strategic Equity Management, opening a new position worth an estimated $6.98M. The largest seller was Commonwealth Equity Services, cutting an estimated $14.7M.

  • 135 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q4 2025, up from 117 in Q3 2025.
  • Funds reported $207M of iShares Short Duration High Yield Muni Active ETF stock for Q4 2025, up 1.7% quarter-over-quarter.
  • 31 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q4 2025 and 13 closed out, a net change of +18 holders.
  • The largest iShares Short Duration High Yield Muni Active ETF buyer in Q4 2025 was Strategic Equity Management, an estimated $6.98M added.
  • The largest iShares Short Duration High Yield Muni Active ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2025.