iShares Short Duration High Yield Muni Active ETF
SHYM
105 hedge funds and large institutions have $197M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 19 closing their positions.
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
28% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 29
8% more funds holding
Funds holding: 97 → 105 (+8)
7% more capital invested
Capital invested by funds: $183M → $197M (+$13.4M)
1.98% less ownership
Funds ownership: 57.66% → 55.68% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$10M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.99M |
| 3 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$3.08M |
| 4 |
Jane Street
New York
|
+$2.71M |
| 5 |
Goldman Sachs
New York
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$4.98M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.73M |
| 3 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$2.29M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.61M |
| 5 |
BWG
Beta Wealth Group
San Diego,
California
|
-$1.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$8K | -341 | Closed |
|
SHYM Hedge Fund Activity: Q2 2025 in Review
105 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q2 2025, worth a combined $197M — up 7.3% from $183M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SHYM positions and 19 closed out — a net gain of 9 holders — while 37 added to existing stakes and 29 trimmed.
The largest buyer was Kestra Investment Management, adding an estimated $10M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $4.98M sold.
- 105 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q2 2025, up from 97 in Q1 2025.
- Funds reported $197M of iShares Short Duration High Yield Muni Active ETF stock for Q2 2025, up 7.3% quarter-over-quarter.
- 28 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q2 2025 was Kestra Investment Management, an estimated $10M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q2 2025 was Kovitz Investment Group Partners, an estimated $4.98M sold.
Based on aggregated 13F filings for Q2 2025.