We are live on
!
Find out more
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
SHYM
90 hedge funds and large institutions have $130M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
177% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 13
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
17% more funds holding
Funds holding: 77 → 90 (+13)
6% more capital invested
Capital invested by funds: $122M → $130M (+$7.25M)
5.45% less ownership
Funds ownership: 57.75% → 52.3% (-5.4%)
Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
36
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$5.98M |
| 2 |
FAM
Forte Asset Management
Bedford,
New York
|
+$3.61M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$2.78M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.18M |
| 5 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$1.55M |
Top Sellers
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.91M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$2.53M |
| 3 |
TC
Trust Company
Manhattan,
Kansas
|
-$1.61M |
| 4 |
Jane Street
New York
|
-$1.49M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.11M |
