SHYM

iShares Short Duration High Yield Muni Active ETF

132 hedge funds and large institutions have $204M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$702K
HI
52
Harbour Investments
Wisconsin
$700K
BWG
53
Beta Wealth Group
California
$687K
SWP
54
Stratos Wealth Partners
Ohio
$661K
AWM
55
Apollon Wealth Management
South Carolina
$638K
AF
56
Allworth Financial
California
$638K
EC
57
Elequin Capital
New York
$633K
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$577K
EIP
59
Ellis Investment Partners
Pennsylvania
$558K
KCIC
60
Kuhn & Co Investment Counsel
Illinois
$527K
Creative Planning
61
Creative Planning
Kansas
$520K
FPAS
62
Focus Partners Advisor Solutions
Missouri
$515K
P
63
&Partners
Tennessee
$493K
VPP
64
Vertex Planning Partners
Illinois
$482K
SFM
65
Signet Financial Management
New Jersey
$474K
MWML
66
M Wealth Management LLC
California
$471K
PSCM
67
Per Stirling Capital Management
Texas
$443K
LEA
68
Legacy Edge Advisors
New York
$441K
VC
69
Veracity Capital
Georgia
$440K
NA
70
NewEdge Advisors
Louisiana
$403K
HCC
71
Hirtle Callaghan & Co
Pennsylvania
$403K
ML
72
McAdam LLC
Pennsylvania
$395K
PAS
73
Park Avenue Securities
New York
$383K
Stifel Financial
74
Stifel Financial
Missouri
$374K
BFC
75
Bedel Financial Consulting
Indiana
$371K