SHYM

iShares Short Duration High Yield Muni Active ETF

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.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.2%
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
Name Holding Trade Value Shares
Change
Shares
Change %
PFWA
51
Paces Ferry Wealth Advisors
Georgia
$304K +$304K +13,416 New
KAS
52
Kestra Advisory Services
Texas
$298K +$64.2K +2,832 +27%
JWA
53
JFS Wealth Advisors
Pennsylvania
$258K +$77.2K +3,405 +43%
NCM
54
New Capital Management
Texas
$253K
IWS
55
Insight Wealth Strategies
California
$250K +$250K +11,048 New
IA
56
IFG Advisors
Missouri
$249K +$249K +11,005 New
PA
57
Parallel Advisors
California
$245K
FPGK
58
Financial Partners Group (Kansas)
Kansas
$243K -$28.9K -1,277 -11%
EH
59
Equitable Holdings
New York
$238K +$238K +10,500 New
AFP
60
Ausdal Financial Partners
Iowa
$228K +$12.6K +554 +6%
DT
61
Diversified Trust
Tennessee
$227K
TWP
62
Triad Wealth Partners
Kansas
$222K +$222K +9,812 New
TWM
63
Thrive Wealth Management
Pennsylvania
$213K +$213K +9,411 New
CA
64
CGN Advisors
Kansas
$211K
OIA
65
OneDigital Investment Advisors
Kansas
$210K +$210K +9,268 New
CSP
66
Cary Street Partners
Virginia
$202K +$202K +8,920 New
WIP
67
WealthCare Investment Partners
Rhode Island
$202K +$1.68K +74 +0.8%
RIM
68
Redwood Investment Management
Arizona
$201K +$201K +8,877 New
WIA
69
Wetzel Investment Advisors
Indiana
$200K
SS
70
Sunbelt Securities
Texas
$169K +$79.8K +3,513 +89%
AF
71
Allworth Financial
California
$146K +$146K +6,420 New
BlackRock
72
BlackRock
New York
$121K
CFGS
73
Concourse Financial Group Securities
Alabama
$103K +$97.8K +4,299 +2,037%
WI
74
Wintrust Investments
Illinois
$87K +$5.69K +251 +7%
HI
75
Harbour Investments
Wisconsin
$54.7K