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SHYM

iShares Short Duration High Yield Muni Active ETF

141 hedge funds and large institutions have $238M invested in iShares Short Duration High Yield Muni Active ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 24

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $207M → $238M (+$31.8M)

4% more funds holding

Funds holding: 135141 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.55% less ownership

Funds ownership: 46.84%45.29% (-1.6%)

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
66
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$428K +$91.7K +4,109 +27%
SIA
77
Serenity Investment Advisors
Illinois
$423K +$20.9K +939 +5%
DAS
78
Dynamic Advisor Solutions
Arizona
$400K +$49.7K +2,228 +14%
PPWP
79
Premier Path Wealth Partners
New Jersey
$393K +$117K +5,251 +42%
BFC
80
Bedel Financial Consulting
Indiana
$380K +$11.7K +524 +3%
ML
81
McAdam LLC
Pennsylvania
$369K -$22.9K -1,026 -6%
WFS
82
Weitzel Financial Services
Iowa
$368K +$9.37K +420 +3%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$358K -$1.3M -58,293 -78%
MWML
84
M Wealth Management LLC
California
$357K -$112K -5,000 -24%
CWM
85
Cornerstone Wealth Management
Missouri
$350K +$355K +15,914 New
BIG
86
Brookwood Investment Group
Arizona
$350K +$18.9K +846 +6%
EH
87
Equitable Holdings
New York
$345K +$6.4K +287 +2%
CFA
88
Camarda Financial Advisors
Florida
$337K +$3.93K +176 +1%
HWM
89
Horizon Wealth Management
Illinois
$330K +$335K +15,000 New
CAAS
90
Capital Asset Advisory Services
Michigan
$324K -$31.3K -1,402 -9%
ASN
91
Advisory Services Network
Georgia
$316K +$89 +4 +0%
VF
92
Vawter Financial
Ohio
$303K -$33.3K -1,494 -10%
CWM
93
Castle Wealth Management
Florida
$299K
VR
94
Vision Retirement
New Jersey
$282K -$122K -5,446 -30%
PS
95
Principal Securities
Iowa
$272K +$276K +12,354 New
TRCT
96
Tower Research Capital (TRC)
New York
$265K +$224K +10,048 +511%
WIP
97
WealthCare Investment Partners
Rhode Island
$263K -$101K -4,517 -27%
FHA
98
Flagship Harbor Advisors
Massachusetts
$258K +$261K +11,702 New
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$252K +$53.5K +2,400 +26%
AFP
100
Alpha Financial Partners
Kentucky
$250K +$1.76K +79 +0.7%