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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
SWM
126
Spire Wealth Management
Virginia
$17.2K +$1.94K +87 +13%
WAG
127
Wilkerson Advisory Group
Missouri
$13.3K +$13.4K +600 New
CFO
128
CVA Family Office
Colorado
$10.3K
WOSD
129
WFA of San Diego
California
$8.44K +$779 +35 +10%
ACA
130
Aptus Capital Advisors
Alabama
$6.96K +$6.97K +313 New
SAG
131
SageView Advisory Group
California
$6.24K +$6.26K +281 New
GSWM
132
Golden State Wealth Management
California
$2.07K -$1.96K -88 -49%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.51K +68 New
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$1.49K +$1.49K +67 New
IW
135
Imprint Wealth
South Carolina
$889 -$11.8K -528 -93%
Morgan Stanley
136
Morgan Stanley
New York
$38
Wells Fargo
137
Wells Fargo
California
$10 -$22 -1 Closed
KIM
138
Kestra Investment Management
Texas
-$11M -492,820 Closed
Natixis Advisors
139
Natixis Advisors
Massachusetts
-$1.29M -57,592 Closed
PF
140
Penney Financial
Texas
-$610K -27,300 Closed
CA
141
Claro Advisors
Massachusetts
-$262K -11,719 Closed
MWM
142
Mission Wealth Management
California
-$226K -10,120 Closed
IWC
143
Integrated Wealth Concepts
Massachusetts
-$221K -9,872 Closed
TWM
144
TCFG Wealth Management
California
-$207K -9,266 Closed
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
-$205K -9,161 Closed
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
-$65K -2,926 Closed
NFSG
147
Newbridge Financial Services Group
Florida
-$32K -1,432 Closed
PA
148
Parallel Advisors
California
-$17.9K -799 Closed
SAM
149
Smartleaf Asset Management
Massachusetts
-$3.28K -147 Closed

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.