SHYM

iShares Short Duration High Yield Muni Active ETF

115 hedge funds and large institutions have $203M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
51
Kuhn & Co Investment Counsel
Illinois
$450K
VC
52
Veracity Capital
Georgia
$442K
PPWP
53
Premier Path Wealth Partners
New Jersey
$429K
AWM
54
Apollon Wealth Management
South Carolina
$418K
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$418K
ML
56
McAdam LLC
Pennsylvania
$417K
HCC
57
Hirtle Callaghan & Co
Pennsylvania
$405K
RWM
58
Rialto Wealth Management
New York
$396K
AG
59
AmeriFlex Group
Nevada
$386K
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$383K
HI
61
Harbour Investments
Wisconsin
$382K
Stifel Financial
62
Stifel Financial
Missouri
$376K
OCM
63
Objective Capital Management
Ohio
$370K
SFM
64
Signet Financial Management
New Jersey
$358K
FFA
65
Farther Finance Advisors
California
$355K
CAAS
66
Capital Asset Advisory Services
Michigan
$352K
AWM
67
Axxcess Wealth Management
California
$352K
RBC
68
Rye Brook Capital
Connecticut
$352K
KWM
69
Keebeck Wealth Management
Illinois
$350K
VF
70
Vawter Financial
Ohio
$341K
CFA
71
Camarda Financial Advisors
Florida
$337K
RA
72
RFG Advisory
Alabama
$335K
ASN
73
Advisory Services Network
Georgia
$287K
CA
74
Claro Advisors
Massachusetts
$262K
IWS
75
Insight Wealth Strategies
California
$254K