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SHYM

iShares Short Duration High Yield Muni Active ETF

97 hedge funds and large institutions have $183M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

42% more capital invested

Capital invested by funds: $130M → $183M (+$53.9M)

8% more funds holding

Funds holding: 9097 (+7)

5.37% more ownership

Funds ownership: 52.3%57.66% (+5.4%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
35
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFG Advisors
Missouri
$379K +$131K +5,732 +52%
VPP
52
Vertex Planning Partners
Illinois
$373K -$981 -43 -0.3%
Citadel Advisors
53
Citadel Advisors
Florida
$373K -$29.9K -1,310 -7%
P
54
&Partners
Tennessee
$350K +$844 +37 +0.2%
CRI
55
Commonwealth Retirement Investments
Virginia
$348K
FFA
56
Farther Finance Advisors
California
$332K +$334K +14,640 New
KCIC
57
Kuhn & Co Investment Counsel
Illinois
$321K +$9.7K +425 +3%
SFM
58
Signet Financial Management
New Jersey
$300K -$39.3K -1,721 -11%
MWM
59
Mission Wealth Management
California
$281K +$283K +12,387 New
FTUS
60
Flow Traders U.S.
New York
$274K -$864K -37,866 -76%
CFA
61
Camarda Financial Advisors
Florida
$274K +$275K +12,068 New
GIA
62
Gladstone Institutional Advisory
Florida
$268K +$270K +11,817 New
JWA
63
JFS Wealth Advisors
Pennsylvania
$259K +$753 +33 +0.3%
NCM
64
New Capital Management
Texas
$253K
IWS
65
Insight Wealth Strategies
California
$252K +$1.8K +79 +0.7%
SG
66
StoneX Group
New York
$246K +$248K +10,862 New
PA
67
Parallel Advisors
California
$245K
FPGK
68
Financial Partners Group (Kansas)
Kansas
$245K +$1.46K +64 +0.6%
AFP
69
Ausdal Financial Partners
Iowa
$239K +$10.1K +444 +4%
EH
70
Equitable Holdings
New York
$238K
DT
71
Diversified Trust
Tennessee
$227K
TWP
72
Triad Wealth Partners
Kansas
$219K -$3.29K -144 -1%
WIP
73
WealthCare Investment Partners
Rhode Island
$218K +$24.4K +1,068 +12%
GVAG
74
Great Valley Advisor Group
Delaware
$216K +$217K +9,520 New
CA
75
CGN Advisors
Kansas
$211K