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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
SPIA
126
Steward Partners Investment Advisory
New York
$61.4K -$4.73K -212 -7%
TFGT
127
TS Financial Group (TSFG)
Illinois
$61K
BlackRock
128
BlackRock
New York
$59.9K +$3.39K +152 +6%
NA
129
NewEdge Advisors
Louisiana
$51.9K -$352K -15,799 -87%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$26K +$26.3K +1,180 New
UBS AM
131
UBS AM
Illinois
$23.1K +$23.4K +1,050 New
SWM
132
Spire Wealth Management
Virginia
$17K
WAG
133
Wilkerson Advisory Group
Missouri
$13.2K
WOSD
134
WFA of San Diego
California
$8.81K +$446 +20 +5%
ACA
135
Aptus Capital Advisors
Alabama
$6.89K
PRAG
136
Portfolio Resources Advisor Group
Florida
$2.86K +$2.9K +130 New
GSWM
137
Golden State Wealth Management
California
$2.25K +$201 +9 +10%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$1.5K
IW
139
Imprint Wealth
South Carolina
$881
Morgan Stanley
140
Morgan Stanley
New York
$32
Wells Fargo
141
Wells Fargo
California
$16 +$22 +1 New
SEM
142
Strategic Equity Management
Arizona
-$6.97M -313,634 Closed
MI
143
Moneywise Inc
Virginia
-$5.14M -231,350 Closed
DAS
144
Diversify Advisory Services
Utah
-$1.56M -69,555 Closed
CCM
145
Canal Capital Management
Virginia
-$1.22M -55,123 Closed
Citadel Advisors
146
Citadel Advisors
Florida
-$758K -34,133 Closed
EC
147
Elequin Capital
New York
-$633K -28,492 Closed
Stifel Financial
148
Stifel Financial
Missouri
-$374K -16,834 Closed
AWM
149
Axxcess Wealth Management
California
-$355K -15,998 Closed
RBC
150
Rye Brook Capital
Connecticut
-$350K -15,750 Closed