SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

Overview Fund Activity

104 hedge funds and large institutions have $193M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 20 closing their positions.

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
37
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Kestra Investment Management
Texas
$21.6M
2
LPL Financial
2
LPL Financial
California
$16.4M
3
ARG
3
Advisory Resource Group
Oklahoma
$3.09M
4
Jane Street
4
Jane Street
New York
$4.65M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.66M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.13M
3
AI
3
Atria Investments
North Carolina
$1.42M
4
SAM
4
Secure Asset Management
Michigan
$0
5
BWG
5
Beta Wealth Group
California
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
HCC
51
Hirtle Callaghan & Co
Pennsylvania
– – – –
RA
52
RFG Advisory
Alabama
$404K 18,124 -26,060 -59%
P
53
&Partners
Tennessee
$396K 17,741 +2,290 +15%
VPP
54
Vertex Planning Partners
Illinois
$395K 17,703 +1,244 +8%
CAL
55
Capital Analysts LLC
Pennsylvania
$391K 17,519 +17,519 New
IA
56
IFG Advisors
Missouri
$376K 16,838 +101 +0.6%
AWM
57
Apollon Wealth Management
South Carolina
$373K 16,733 -8,750 -34%
KCIC
58
Kuhn & Co Investment Counsel
Illinois
$356K 15,972 +1,802 +13%
RBC
59
Rye Brook Capital
Connecticut
$351K 15,750 +15,750 New
SFM
60
Signet Financial Management
New Jersey
$330K 14,809 +1,555 +12%
FFA
61
Farther Finance Advisors
California
$327K 14,640 – –
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$306K 13,765 -6,198 -31%
CFA
63
Camarda Financial Advisors
Florida
$299K 13,391 +1,323 +11%
SWP
64
ShoreHaven Wealth Partners
New Jersey
$274K 12,280 -13,990 -53%
IWS
65
Insight Wealth Strategies
California
$250K 11,261 +134 +1%
AWM
66
Axxcess Wealth Management
California
$247K 11,055 +11,055 New
CAAS
67
Capital Asset Advisory Services
Michigan
$246K 11,055 +11,055 New
AFP
68
Ausdal Financial Partners
Iowa
$243K 10,902 +375 +4%
PA
69
Parallel Advisors
California
$241K 10,799 – –
EH
70
Equitable Holdings
New York
$234K 10,500 – –
OCM
71
Objective Capital Management
Ohio
$229K 10,285 +10,285 New
TWM
72
Thrive Wealth Management
Pennsylvania
$226K 10,113 +10,113 New
MWM
73
Mission Wealth Management
California
$223K 10,016 -2,371 -19%
DT
74
Diversified Trust
Tennessee
$223K 10,000 – –
WIP
75
WealthCare Investment Partners
Rhode Island
$222K 10,014 +71 +0.7%
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3
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