SHYM

iShares Short Duration High Yield Muni Active ETF

131 hedge funds and large institutions have $203M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
HI
51
Harbour Investments
Wisconsin
$700K
BWG
52
Beta Wealth Group
California
$687K
SWP
53
Stratos Wealth Partners
Ohio
$661K
AWM
54
Apollon Wealth Management
South Carolina
$638K
AF
55
Allworth Financial
California
$638K
EC
56
Elequin Capital
New York
$633K
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$577K
EIP
58
Ellis Investment Partners
Pennsylvania
$558K
KCIC
59
Kuhn & Co Investment Counsel
Illinois
$527K
Creative Planning
60
Creative Planning
Kansas
$520K
FPAS
61
Focus Partners Advisor Solutions
Missouri
$515K
P
62
&Partners
Tennessee
$493K
VPP
63
Vertex Planning Partners
Illinois
$482K
SFM
64
Signet Financial Management
New Jersey
$474K
MWML
65
M Wealth Management LLC
California
$471K
PSCM
66
Per Stirling Capital Management
Texas
$443K
LEA
67
Legacy Edge Advisors
New York
$441K
VC
68
Veracity Capital
Georgia
$440K
NA
69
NewEdge Advisors
Louisiana
$403K
HCC
70
Hirtle Callaghan & Co
Pennsylvania
$403K
ML
71
McAdam LLC
Pennsylvania
$395K
PAS
72
Park Avenue Securities
New York
$383K
Stifel Financial
73
Stifel Financial
Missouri
$374K
BFC
74
Bedel Financial Consulting
Indiana
$371K
WIP
75
WealthCare Investment Partners
Rhode Island
$366K