SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

Overview Fund Activity

77 hedge funds and large institutions have $122M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+20
Holders Change %
+35.09%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
27
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.77M
3
SAM
3
Secure Asset Management
Michigan
$5.03M
4
Jane Street
4
Jane Street
New York
$3.41M
5
IWM
5
IHT Wealth Management
Illinois
$2.19M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$7.24M
2
SA
2
Sanctuary Advisors
Indiana
$0
3
WI
3
Wintrust Investments
Illinois
$83K
4
AP
4
Americana Partners
Texas
$0
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$421K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$4.89K +$4.89K +211 New
NA
77
NewEdge Advisors
Louisiana
$3.83K +$3.83K +165 New
Morgan Stanley
78
Morgan Stanley
New York
$36 – – –
SA
79
Sanctuary Advisors
Indiana
– -$3.52M -158,900 Closed
AP
80
Americana Partners
Texas
– -$513K -22,653 Closed
KP
81
Keel Point
Alabama
– -$350K -15,180 Closed
MCM
82
Mattern Capital Management
Colorado
– -$251K -11,075 Closed
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
– -$146K -6,466 Closed
PS
84
Principal Securities
Iowa
– -$22.6K -1,000 Closed
CC
85
Cypress Capital
Tennessee
– -$5.66K -250 Closed
1 2 3
4