SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

Overview Fund Activity

57 hedge funds and large institutions have $66.1M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+17
Holders Change %
+42.5%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
14
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.09M
2
OPAM
2
Ocean Park Asset Management
California
$2.16M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.66M
4
PWM
4
Prentice Wealth Management
New York
$5.12M
5
LPL Financial
5
LPL Financial
California
$1.06M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$283K
3
BWG
3
Beta Wealth Group
California
$1.83M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$19.2K – – –
BlackRock
52
BlackRock
New York
$18.7K +$18.7K +825 New
TCG
53
Transcendent Capital Group
Oklahoma
$16.8K – – –
WWP
54
WR Wealth Planners
Missouri
$13.6K -$6.84K -302 -33%
SS
55
Sunbelt Securities
Texas
$11K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
CC
57
Cypress Capital
Tennessee
$5.66K +$5.66K +250 New
Morgan Stanley
58
Morgan Stanley
New York
$33 – – –
Jane Street
59
Jane Street
New York
– -$1.51M -67,214 Closed
FTUS
60
Flow Traders U.S.
New York
– -$447K -19,924 Closed
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3