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SHYM

iShares Short Duration High Yield Muni Active ETF

135 hedge funds and large institutions have $207M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

15% more funds holding

Funds holding: 117135 (+18)

2% more capital invested

Capital invested by funds: $203M → $207M (+$3.39M)

4.15% less ownership

Funds ownership: 50.99%46.84% (-4.2%)

Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
59
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$702K +$157K +7,054 +29%
HI
52
Harbour Investments
Wisconsin
$700K +$321K +14,418 +84%
BWG
53
Beta Wealth Group
California
$687K -$128K -5,766 -16%
SWP
54
Stratos Wealth Partners
Ohio
$661K +$662K +29,749 New
AWM
55
Apollon Wealth Management
South Carolina
$638K +$223K +10,000 +53%
AF
56
Allworth Financial
California
$638K -$34.9K -1,568 -5%
EC
57
Elequin Capital
New York
$633K +$574K +25,774 +948%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$577K +$162K +7,273 +39%
EIP
59
Ellis Investment Partners
Pennsylvania
$558K +$559K +25,097 New
KCIC
60
Kuhn & Co Investment Counsel
Illinois
$527K +$80.1K +3,598 +18%
Creative Planning
61
Creative Planning
Kansas
$520K
FPAS
62
Focus Partners Advisor Solutions
Missouri
$515K -$710K -31,869 -58%
P
63
&Partners
Tennessee
$493K +$43.3K +1,944 +10%
VPP
64
Vertex Planning Partners
Illinois
$482K -$7.73K -347 -2%
SFM
65
Signet Financial Management
New Jersey
$474K +$118K +5,302 +33%
MWML
66
M Wealth Management LLC
California
$471K +$223K +10,000 +89%
PSCM
67
Per Stirling Capital Management
Texas
$443K -$458K -20,585 -51%
LEA
68
Legacy Edge Advisors
New York
$441K +$442K +19,860 New
VC
69
Veracity Capital
Georgia
$440K
VR
70
Vision Retirement
New Jersey
$406K +$407K +18,258 New
SIA
71
Serenity Investment Advisors
Illinois
$405K +$405K +18,174 New
NA
72
NewEdge Advisors
Louisiana
$403K +$159K +7,145 +65%
HCC
73
Hirtle Callaghan & Co
Pennsylvania
$403K
ML
74
McAdam LLC
Pennsylvania
$395K -$19.6K -882 -5%
PAS
75
Park Avenue Securities
New York
$383K -$112K -5,045 -23%

SHYM Hedge Fund Activity: Q4 2025 in Review

135 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q4 2025, worth a combined $207M — up 1.7% from $203M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHYM positions and 13 closed out — a net gain of 18 holders — while 59 added to existing stakes and 28 trimmed.

The largest buyer was Strategic Equity Management, opening a new position worth an estimated $6.98M. The largest seller was Commonwealth Equity Services, cutting an estimated $14.7M.

  • 135 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q4 2025, up from 117 in Q3 2025.
  • Funds reported $207M of iShares Short Duration High Yield Muni Active ETF stock for Q4 2025, up 1.7% quarter-over-quarter.
  • 31 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q4 2025 and 13 closed out, a net change of +18 holders.
  • The largest iShares Short Duration High Yield Muni Active ETF buyer in Q4 2025 was Strategic Equity Management, an estimated $6.98M added.
  • The largest iShares Short Duration High Yield Muni Active ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2025.