iShares Short Duration High Yield Muni Active ETF
SHYM
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.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
44% more capital invested
Capital invested by funds: $45.9M → $66.1M (+$20.2M)
43% more funds holding
Funds holding: 40 → 57 (+17)
5.23% more ownership
Funds ownership: 50.64% → 55.87% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.02M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$2.13M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.92M |
| 4 |
PWM
Prentice Wealth Management
Rochester,
New York
|
+$1.25M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.51M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$824K |
| 3 |
BWG
Beta Wealth Group
San Diego,
California
|
-$698K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$447K |
| 5 |
VR
Valued Retirements
Houston,
Texas
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
51
Steward Partners Investment Advisory
New York
| $19.2K | – | – | – |
|
52
BlackRock
New York
| $18.7K | +$18.5K | +825 | New |
|
|
TCG
53
Transcendent Capital Group
Edmond,
Oklahoma
| $16.8K | – | – | – |
|
|
WWP
54
WR Wealth Planners
Columbia,
Missouri
| $13.6K | -$6.75K | -302 | -33% |
|
|
SS
55
Sunbelt Securities
Houston,
Texas
| $11K | – | – | – |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
CC
57
Cypress Capital
Franklin,
Tennessee
| $5.66K | +$5.59K | +250 | New |
|
58
Morgan Stanley
New York
| $33 | – | – | – |
|
|
59
Jane Street
New York
| – | -$1.51M | -67,214 | Closed |
|
|
FTUS
60
Flow Traders U.S.
New York
| – | -$447K | -19,924 | Closed |
|
SHYM Hedge Fund Activity: Q2 2024 in Review
57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q2 2024, worth a combined $66.1M — up 44% from $45.9M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SHYM positions and 2 closed out — a net gain of 17 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $6.02M. The largest seller was Jane Street, exiting entirely with an estimated $1.51M sold.
- 57 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q2 2024, up from 40 in Q1 2024.
- Funds reported $66.1M of iShares Short Duration High Yield Muni Active ETF stock for Q2 2024, up 44% quarter-over-quarter.
- 19 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q2 2024 and 2 closed out, a net change of +17 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $6.02M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q2 2024 was Jane Street, an estimated $1.51M sold.
Based on aggregated 13F filings for Q2 2024.