SHYM

iShares Short Duration High Yield Muni Active ETF

113 hedge funds and large institutions have $202M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
VC
51
Veracity Capital
Georgia
$442K
PPWP
52
Premier Path Wealth Partners
New Jersey
$429K
AWM
53
Apollon Wealth Management
South Carolina
$418K
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$418K
ML
55
McAdam LLC
Pennsylvania
$417K
HCC
56
Hirtle Callaghan & Co
Pennsylvania
$405K
RWM
57
Rialto Wealth Management
New York
$396K
AG
58
AmeriFlex Group
Nevada
$386K
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$383K
HI
60
Harbour Investments
Wisconsin
$382K
Stifel Financial
61
Stifel Financial
Missouri
$376K
OCM
62
Objective Capital Management
Ohio
$370K
SFM
63
Signet Financial Management
New Jersey
$358K
FFA
64
Farther Finance Advisors
California
$355K
CAAS
65
Capital Asset Advisory Services
Michigan
$352K
AWM
66
Axxcess Wealth Management
California
$352K
RBC
67
Rye Brook Capital
Connecticut
$352K
KWM
68
Keebeck Wealth Management
Illinois
$350K
VF
69
Vawter Financial
Ohio
$341K
CFA
70
Camarda Financial Advisors
Florida
$337K
RA
71
RFG Advisory
Alabama
$335K
ASN
72
Advisory Services Network
Georgia
$287K
CA
73
Claro Advisors
Massachusetts
$262K
IWS
74
Insight Wealth Strategies
California
$254K
CWM
75
Castle Wealth Management
Florida
$253K