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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
UCFA
101
United Capital Financial Advisors
Texas
$248K +$251K +11,262 New
SFS
102
Sowell Financial Services
Arkansas
$247K +$8.75K +392 +4%
NW
103
NewEdge Wealth
Pennsylvania
$246K
AFO
104
Arrowroot Family Office
California
$233K +$236K +10,567 New
VAMG
105
Voisard Asset Management Group
Michigan
$230K
CSP
106
Cary Street Partners
Virginia
$222K +$225K +10,070 New
DT
107
Diversified Trust
Tennessee
$220K
SG
108
StoneX Group
New York
$219K +$222K +9,935 New
IWC
109
Integrated Wealth Concepts
Massachusetts
$219K +$221K +9,926 New
PWM
110
Perigon Wealth Management
California
$215K
TWP
111
Triad Wealth Partners
Kansas
$213K
AssetMark Inc
112
AssetMark Inc
California
$206K +$209K +9,361 New
JWA
113
JFS Wealth Advisors
Pennsylvania
$195K
AG
114
AmeriFlex Group
Nevada
$190K
FFA
115
Farther Finance Advisors
California
$166K +$41.4K +1,855 +33%
PTC
116
Private Trust Company
Ohio
$165K
NEWAS
117
N.E.W. Advisory Services
Wisconsin
$149K
IA
118
IFP Advisors
Florida
$127K +$892 +40 +0.7%
AEPWM
119
Atlantic Edge Private Wealth Management
Florida
$110K +$112K +5,000 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$90.4K +$91.6K +4,106 New
SS
121
Sunbelt Securities
Texas
$75.7K +$513 +23 +0.7%
GF
122
GGM Financials
Ohio
$75.3K
KPP
123
Kings Path Partners
Texas
$75.1K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$74.4K +$8.17K +366 +12%
AWM
125
AE Wealth Management
Kansas
$62.6K +$63.4K +2,842 New