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SHYM

iShares Short Duration High Yield Muni Active ETF

117 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, 49 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

11% more funds holding

Funds holding: 105117 (+12)

3% more capital invested

Capital invested by funds: $197M → $203M (+$6.27M)

4.69% less ownership

Funds ownership: 55.68%50.99% (-4.7%)

Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
49
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
51
Kuhn & Co Investment Counsel
Illinois
$450K +$91.9K +4,150 +26%
VC
52
Veracity Capital
Georgia
$442K
PPWP
53
Premier Path Wealth Partners
New Jersey
$429K -$220K -9,913 -34%
AWM
54
Apollon Wealth Management
South Carolina
$418K +$44.3K +2,000 +12%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$418K -$50.3K -2,271 -11%
ML
56
McAdam LLC
Pennsylvania
$417K -$42.2K -1,906 -9%
HCC
57
Hirtle Callaghan & Co
Pennsylvania
$405K
RWM
58
Rialto Wealth Management
New York
$396K +$392K +17,713 New
AG
59
AmeriFlex Group
Nevada
$386K +$382K +17,262 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$383K -$32.9K -1,484 -8%
HI
61
Harbour Investments
Wisconsin
$382K +$325K +14,685 +608%
Stifel Financial
62
Stifel Financial
Missouri
$376K +$372K +16,816 New
OCM
63
Objective Capital Management
Ohio
$370K +$139K +6,260 +61%
SFM
64
Signet Financial Management
New Jersey
$358K +$27.1K +1,224 +8%
FFA
65
Farther Finance Advisors
California
$355K +$28K +1,265 +9%
AWM
66
Axxcess Wealth Management
California
$352K +$104K +4,718 +43%
CAAS
67
Capital Asset Advisory Services
Michigan
$352K +$104K +4,718 +43%
RBC
68
Rye Brook Capital
Connecticut
$352K
KWM
69
Keebeck Wealth Management
Illinois
$350K +$347K +15,670 New
VF
70
Vawter Financial
Ohio
$341K +$338K +15,250 New
CFA
71
Camarda Financial Advisors
Florida
$337K +$37.6K +1,697 +13%
RA
72
RFG Advisory
Alabama
$335K -$69.8K -3,150 -17%
ASN
73
Advisory Services Network
Georgia
$287K +$75K +3,388 +36%
CA
74
Claro Advisors
Massachusetts
$262K +$260K +11,719 New
IWS
75
Insight Wealth Strategies
California
$254K +$2.59K +117 +1%