SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

Overview Fund Activity

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.

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.96M
2
FAM
2
Forte Asset Management
New York
$5.49M
3
DWM
3
Dynasty Wealth Management
Florida
$5.79M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.86M
5
TWM
5
Tolleson Wealth Management
Texas
$1.53M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$3.19M
2
OPAM
2
Ocean Park Asset Management
California
$0
3
TC
3
Trust Company
Kansas
$5.22M
4
Jane Street
4
Jane Street
New York
$1.86M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
– -$207K -8,920 Closed
SA
102
Stewardship Advisors
Pennsylvania
– -$203K -8,748 Closed
IA
103
IFP Advisors
Florida
– -$67.3K -2,902 Closed
1 2 3 4
5