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
CWM
76
Castle Wealth Management
Florida
$253K
BIG
77
Brookwood Investment Group
Arizona
$250K
MWML
78
M Wealth Management LLC
California
$250K
NW
79
NewEdge Wealth
Pennsylvania
$249K
NA
80
NewEdge Advisors
Louisiana
$246K
WIP
81
WealthCare Investment Partners
Rhode Island
$243K
SFS
82
Sowell Financial Services
Arkansas
$237K
AI
83
Atria Investments
North Carolina
$236K
EH
84
Equitable Holdings
New York
$235K
MWM
85
Mission Wealth Management
California
$226K
KFGG
86
Keystone Financial Group (Georgia)
Georgia
$225K
DT
87
Diversified Trust
Tennessee
$223K
IWC
88
Integrated Wealth Concepts
Massachusetts
$221K
PWM
89
Perigon Wealth Management
California
$219K
TWP
90
Triad Wealth Partners
Kansas
$216K
WFS
91
Weitzel Financial Services
Iowa
$210K
TWM
92
TCFG Wealth Management
California
$207K
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$205K
JWA
94
JFS Wealth Advisors
Pennsylvania
$198K
PTC
95
Private Trust Company
Ohio
$167K
NEWAS
96
N.E.W. Advisory Services
Wisconsin
$137K
IA
97
IFP Advisors
Florida
$126K
Comerica Bank
98
Comerica Bank
Texas
$94.1K
GF
99
GGM Financials
Ohio
$76.4K
SS
100
Sunbelt Securities
Texas
$75.1K