SHYM

iShares Short Duration High Yield Muni Active ETF

90 hedge funds and large institutions have $130M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
36
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$51.7K +$32.5K +1,434 +170%
PS
77
Principal Securities
Iowa
$48.9K +$48.9K +2,159 New
AF
78
Advisornet Financial
Minnesota
$42.7K
UBS Group
79
UBS Group
Switzerland
$39.4K +$39.4K +1,739 New
PTC
80
Private Trust Company
Ohio
$24.6K
SWM
81
Spire Wealth Management
Virginia
$24.4K +$24.4K +1,075 New
KFGG
82
Keystone Financial Group (Georgia)
Georgia
$23.8K +$23.8K +1,050 New
TCG
83
Transcendent Capital Group
Oklahoma
$16.8K
NA
84
NewEdge Advisors
Louisiana
$15.9K +$12.1K +535 +324%
WWP
85
WR Wealth Planners
Missouri
$13.6K
GRP
86
Global Retirement Partners
California
$11.9K +$11.9K +525 New
CFO
87
CVA Family Office
Colorado
$10.5K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$8K
BIG
89
Brooklyn Investment Group
New York
$7.82K +$7.82K +345 New
GWSG
90
GPS Wealth Strategies Group
Colorado
$4.99K
Morgan Stanley
91
Morgan Stanley
New York
$37
Wells Fargo
92
Wells Fargo
California
$1
OPAM
93
Ocean Park Asset Management
California
-$2.53M -109,100 Closed
FPAS
94
Focus Partners Advisor Solutions
Missouri
-$870K -37,547 Closed
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
-$813K -35,000 Closed
VR
96
Valued Retirements
Texas
-$608K -26,216 Closed
TFGT
97
TS Financial Group (TSFG)
Illinois
-$464K -20,000 Closed
Prudential Financial
98
Prudential Financial
New Jersey
-$410K -17,670 Closed
CCA
99
Cora Capital Advisors
New Jersey
-$371K -16,000 Closed
WAP
100
Wealthcare Advisory Partners
Pennsylvania
-$364K -15,724 Closed