SHYM

iShares Short Duration High Yield Muni Active ETF

113 hedge funds and large institutions have $202M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
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
BIG
76
Brookwood Investment Group
Arizona
$250K
MWML
77
M Wealth Management LLC
California
$250K
NW
78
NewEdge Wealth
Pennsylvania
$249K
NA
79
NewEdge Advisors
Louisiana
$246K
WIP
80
WealthCare Investment Partners
Rhode Island
$243K
SFS
81
Sowell Financial Services
Arkansas
$237K
AI
82
Atria Investments
North Carolina
$236K
EH
83
Equitable Holdings
New York
$235K
MWM
84
Mission Wealth Management
California
$226K
KFGG
85
Keystone Financial Group (Georgia)
Georgia
$225K
DT
86
Diversified Trust
Tennessee
$223K
IWC
87
Integrated Wealth Concepts
Massachusetts
$221K
PWM
88
Perigon Wealth Management
California
$219K
TWP
89
Triad Wealth Partners
Kansas
$216K
WFS
90
Weitzel Financial Services
Iowa
$210K
TWM
91
TCFG Wealth Management
California
$207K
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$205K
JWA
93
JFS Wealth Advisors
Pennsylvania
$198K
PTC
94
Private Trust Company
Ohio
$167K
NEWAS
95
N.E.W. Advisory Services
Wisconsin
$137K
Comerica Bank
96
Comerica Bank
Texas
$94.1K
GF
97
GGM Financials
Ohio
$76.4K
SS
98
Sunbelt Securities
Texas
$75.1K
SPIA
99
Steward Partners Investment Advisory
New York
$73.2K
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$65K