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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
SS
101
Sunbelt Securities
Texas
$75.1K -$90.4K -4,083 -55%
SPIA
102
Steward Partners Investment Advisory
New York
$73.2K +$31.3K +1,415 +76%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$65K +$64.8K +2,926 New
Jones Financial Companies
104
Jones Financial Companies
Missouri
$63.7K +$37.1K +1,677 +143%
EC
105
Elequin Capital
New York
$60.7K -$1.64M -73,934 -96%
BlackRock
106
BlackRock
New York
$56.9K
TFGT
107
TS Financial Group (TSFG)
Illinois
$50K
NFSG
108
Newbridge Financial Services Group
Florida
$32K +$31.7K +1,432 New
GRP
109
Global Retirement Partners
California
$18.4K -$11.6K -523 -39%
PA
110
Parallel Advisors
California
$17.9K -$221K -10,000 -93%
SWM
111
Spire Wealth Management
Virginia
$15.3K -$33.2K -1,498 -69%
IW
112
Imprint Wealth
South Carolina
$12.7K +$12.6K +568 New
CFO
113
CVA Family Office
Colorado
$10.3K
WOSD
114
WFA of San Diego
California
$7.71K +$997 +45 +15%
GSWM
115
Golden State Wealth Management
California
$4.04K +$997 +45 +33%
SAM
116
Smartleaf Asset Management
Massachusetts
$3.28K +$3.26K +147 New
Morgan Stanley
117
Morgan Stanley
New York
$40 -$22 -1 -50%
Wells Fargo
118
Wells Fargo
California
$21 +$22 +1 New
OWM
119
Orgel Wealth Management
Wisconsin
-$2.13M -95,515 Closed
Goldman Sachs
120
Goldman Sachs
New York
-$1.66M -74,364 Closed
GCA
121
Gradient Capital Advisors
California
-$773K -34,635 Closed
CW
122
CreativeOne Wealth
Kansas
-$615K -27,556 Closed
MI
123
Moneywise Inc
Virginia
-$467K -20,947 Closed
SEM
124
Strategic Equity Management
Arizona
-$467K -20,947 Closed
IA
125
IFG Advisors
Missouri
-$376K -16,838 Closed