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SHYM

iShares Short Duration High Yield Muni Active ETF

77 hedge funds and large institutions have $122M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

85% more capital invested

Capital invested by funds: $66.1M → $122M (+$56.2M)

35% more funds holding

Funds holding: 5777 (+20)

1.88% more ownership

Funds ownership: 55.87%57.75% (+1.9%)

Holders
77
Holders Change
+20
Holders Change %
+35.09%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
27
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Parallel Advisors
California
$250K
KAS
52
Kestra Advisory Services
Texas
$240K -$49.2K -2,143 -17%
DT
53
Diversified Trust
Tennessee
$232K
KCIC
54
Kuhn & Co Investment Counsel
Illinois
$230K +$13.4K +585 +6%
AFP
55
Ausdal Financial Partners
Iowa
$221K -$144K -6,269 -40%
CA
56
CGN Advisors
Kansas
$216K
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$207K
WIA
58
Wetzel Investment Advisors
Indiana
$205K
WIP
59
WealthCare Investment Partners
Rhode Island
$203K +$202K +8,801 New
SA
60
Stewardship Advisors
Pennsylvania
$203K +$201K +8,748 New
JWA
61
JFS Wealth Advisors
Pennsylvania
$185K -$6.2K -270 -3%
BlackRock
62
BlackRock
New York
$124K +$104K +4,531 +549%
SS
63
Sunbelt Securities
Texas
$91.1K +$79.2K +3,447 +711%
WI
64
Wintrust Investments
Illinois
$83K -$724K -31,546 -90%
IA
65
IFP Advisors
Florida
$67.3K
HI
66
Harbour Investments
Wisconsin
$56K
AF
67
Advisornet Financial
Minnesota
$43.6K
PCMC
68
Planning Capital Management Corporation
Pennsylvania
$38.3K
PTC
69
Private Trust Company
Ohio
$25.1K +$24.9K +1,084 New
SPIA
70
Steward Partners Investment Advisory
New York
$19.6K
TCG
71
Transcendent Capital Group
Oklahoma
$17.2K
WWP
72
WR Wealth Planners
Missouri
$13.9K
CFO
73
CVA Family Office
Colorado
$10.7K +$10.6K +462 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$8K
GWSG
75
GPS Wealth Strategies Group
Colorado
$5.1K +$5.05K +220 New