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SHYM

iShares Short Duration High Yield Muni Active ETF

141 hedge funds and large institutions have $238M invested in iShares Short Duration High Yield Muni Active ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 24

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $207M → $238M (+$31.8M)

4% more funds holding

Funds holding: 135141 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 46.84%45.29% (-1.6%)

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
66
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$795K -$27.1K -1,214 -3%
BCI
52
Brinker Capital Investments
Pennsylvania
$788K -$66K -2,957 -8%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$782K +$213K +9,540 +37%
OMC
54
Old Mission Capital
Illinois
$769K +$780K +34,943 New
KAS
55
Kestra Advisory Services
Texas
$759K +$64.4K +2,888 +9%
EIP
56
Ellis Investment Partners
Pennsylvania
$735K +$185K +8,288 +33%
SWP
57
ShoreHaven Wealth Partners
New Jersey
$724K -$18.7K -839 -2%
SWP
58
Sagespring Wealth Partners
Tennessee
$700K +$709K +31,774 New
BWG
59
Beta Wealth Group
California
$688K +$7.99K +358 +1%
PSCM
60
Per Stirling Capital Management
Texas
$660K +$224K +10,025 +50%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$659K +$150K +6,729 +29%
RWA
62
Redhawk Wealth Advisors
Minnesota
$638K +$646K +28,964 New
LEA
63
Legacy Edge Advisors
New York
$635K +$200K +8,980 +45%
AF
64
Allworth Financial
California
$632K
KPWS
65
Kestra Private Wealth Services
Texas
$604K +$299K +13,388 +95%
HI
66
Harbour Investments
Wisconsin
$587K -$108K -4,857 -15%
BFG
67
Beto Financial Group
Idaho
$582K +$290K +12,998 +98%
AWM
68
Apollon Wealth Management
South Carolina
$567K -$66.9K -3,000 -10%
P
69
&Partners
Tennessee
$546K +$58.5K +2,624 +12%
KCIC
70
Kuhn & Co Investment Counsel
Illinois
$522K
SFG
71
Sovereign Financial Group
Connecticut
$495K +$502K +22,492 New
PWAM
72
Private Wealth Asset Management
Iowa
$473K +$479K +21,470 New
SFM
73
Signet Financial Management
New Jersey
$473K +$2.94K +132 +0.6%
VC
74
Veracity Capital
Georgia
$436K
RPGNY
75
Retirement Planning Group (New York)
New York
$429K +$435K +19,495 New