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SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

97 hedge funds and large institutions have $183M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

42% more capital invested

Capital invested by funds: $130M → $183M (+$53.9M)

8% more funds holding

Funds holding: 90 → 97 (+7)

5.37% more ownership

Funds ownership: 52.3% → 57.66% (+5.4%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
35
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$11.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.34M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$6.78M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.87M

Top Sellers

1
SAM
Secure Asset Management
Michigan
-$3.65M
2
FTUS
Flow Traders U.S.
New York
-$864K
3
JP Morgan Chase
JP Morgan Chase
New York
-$728K
4
Mariner
Mariner
Kansas
-$655K
5
VAS
Vestmark Advisory Solutions
Massachusetts
-$515K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
101
McKinley Carter Wealth Services
West Virginia
– -$423K -18,676 Closed
SA
102
SFI Advisors
New Jersey
– -$363K -16,037 Closed
PFWA
103
Paces Ferry Wealth Advisors
Georgia
– -$304K -13,416 Closed
KAS
104
Kestra Advisory Services
Texas
– -$298K -13,167 Closed
TWM
105
Thrive Wealth Management
Pennsylvania
– -$213K -9,411 Closed
CFGS
106
Concourse Financial Group Securities
Alabama
– -$103K -4,510 Closed
UBS Group
107
UBS Group
Switzerland
– -$39.4K -1,739 Closed
TCG
108
Transcendent Capital Group
Oklahoma
– -$16.8K -741 Closed
GWSG
109
GPS Wealth Strategies Group
Colorado
– -$4.99K -220 Closed
Morgan Stanley
110
Morgan Stanley
New York
– -$37 -1 Closed
1 2 3 4
5