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SHYM

iShares Short Duration High Yield Muni Active ETF

117 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, 49 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

11% more funds holding

Funds holding: 105117 (+12)

3% more capital invested

Capital invested by funds: $197M → $203M (+$6.27M)

4.69% less ownership

Funds ownership: 55.68%50.99% (-4.7%)

Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
49
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Castle Wealth Management
Florida
$253K +$251K +11,332 New
BIG
77
Brookwood Investment Group
Arizona
$250K +$248K +11,211 New
MWML
78
M Wealth Management LLC
California
$250K +$248K +11,200 New
NW
79
NewEdge Wealth
Pennsylvania
$249K +$248K +11,180 New
NA
80
NewEdge Advisors
Louisiana
$246K +$223K +10,048 +1,041%
WIP
81
WealthCare Investment Partners
Rhode Island
$243K +$20.2K +912 +9%
SFS
82
Sowell Financial Services
Arkansas
$237K +$235K +10,609 New
AI
83
Atria Investments
North Carolina
$236K -$1.17M -52,971 -83%
EH
84
Equitable Holdings
New York
$235K
MWM
85
Mission Wealth Management
California
$226K +$2.3K +104 +1%
KFGG
86
Keystone Financial Group (Georgia)
Georgia
$225K +$164K +7,387 +273%
DT
87
Diversified Trust
Tennessee
$223K
IWC
88
Integrated Wealth Concepts
Massachusetts
$221K +$532 +24 +0.2%
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 +$205K +9,266 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$205K +$203K +9,161 New
JWA
94
JFS Wealth Advisors
Pennsylvania
$198K +$46.1K +2,082 +31%
PTC
95
Private Trust Company
Ohio
$167K
NEWAS
96
N.E.W. Advisory Services
Wisconsin
$137K -$9.97K -450 -7%
IA
97
IFP Advisors
Florida
$126K +$125K +5,643 New
KPP
98
Kings Path Partners
Texas
$101K +$155 +7 +0.2%
Comerica Bank
99
Comerica Bank
Texas
$94.1K +$48.8K +2,205 +110%
GF
100
GGM Financials
Ohio
$76.4K +$75.7K +3,420 New