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SHYM

iShares Short Duration High Yield Muni Active ETF

135 hedge funds and large institutions have $207M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

15% more funds holding

Funds holding: 117135 (+18)

2% more capital invested

Capital invested by funds: $203M → $207M (+$3.39M)

4.15% less ownership

Funds ownership: 50.99%46.84% (-4.2%)

Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
59
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
101
Diversified Trust
Tennessee
$222K
PWM
102
Perigon Wealth Management
California
$217K
TWP
103
Triad Wealth Partners
Kansas
$215K
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$202K -$389K -17,450 -66%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$201K -$180K -8,098 -47%
DWM
106
Diversify Wealth Management
Utah
$200K +$199K +8,954 New
JWA
107
JFS Wealth Advisors
Pennsylvania
$197K
AG
108
AmeriFlex Group
Nevada
$192K -$192K -8,631 -50%
PTC
109
Private Trust Company
Ohio
$166K
NEWAS
110
N.E.W. Advisory Services
Wisconsin
$151K +$14.5K +650 +11%
IA
111
IFP Advisors
Florida
$127K +$1.98K +89 +2%
FFA
112
Farther Finance Advisors
California
$127K -$227K -10,211 -64%
BA
113
Blueline Advisors
New Hampshire
$114K +$114K +5,118 New
Comerica Bank
114
Comerica Bank
Texas
$93.6K
KFGG
115
Keystone Financial Group (Georgia)
Georgia
$85.1K -$139K -6,262 -62%
GF
116
GGM Financials
Ohio
$76K
SS
117
Sunbelt Securities
Texas
$75.9K +$1.18K +53 +2%
KPP
118
Kings Path Partners
Texas
$75.1K -$25K -1,121 -25%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$67.1K +$3.79K +170 +6%
SPIA
120
Steward Partners Investment Advisory
New York
$66.7K -$6.08K -273 -8%
TFGT
121
TS Financial Group (TSFG)
Illinois
$61K +$11.1K +500 +22%
BlackRock
122
BlackRock
New York
$57.1K +$512 +23 +0.9%
TRCT
123
Tower Research Capital (TRC)
New York
$43.7K +$43.8K +1,965 New
LGWM
124
Litman Gregory Wealth Management
California
$24.7K +$24.7K +1,111 New
GRP
125
Global Retirement Partners
California
$19.1K +$779 +35 +4%

SHYM Hedge Fund Activity: Q4 2025 in Review

135 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q4 2025, worth a combined $207M — up 1.7% from $203M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHYM positions and 13 closed out — a net gain of 18 holders — while 59 added to existing stakes and 28 trimmed.

The largest buyer was Strategic Equity Management, opening a new position worth an estimated $6.98M. The largest seller was Commonwealth Equity Services, cutting an estimated $14.7M.

  • 135 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q4 2025, up from 117 in Q3 2025.
  • Funds reported $207M of iShares Short Duration High Yield Muni Active ETF stock for Q4 2025, up 1.7% quarter-over-quarter.
  • 31 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q4 2025 and 13 closed out, a net change of +18 holders.
  • The largest iShares Short Duration High Yield Muni Active ETF buyer in Q4 2025 was Strategic Equity Management, an estimated $6.98M added.
  • The largest iShares Short Duration High Yield Muni Active ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2025.