iShares Short Duration High Yield Muni Active ETF
SHYM
8 hedge funds and large institutions have $24.7M invested in iShares Short Duration High Yield Muni Active ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 4 → 8 (+4)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2% less capital invested
Capital invested by funds: $25.3M → $24.7M (-$595K)
1.84% less ownership
Funds ownership: 95.2% → 93.36% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$1.9M |
| 2 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$835K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$257K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$231K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$56.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.35M |
| 2 |
Jane Street
New York
|
-$431K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $17.8M | -$3.35M | -125,000 | -16% |
|
|
2
Jane Street
New York
| $3.58M | -$431K | -16,095 | -11% |
|
|
3
Truist Financial
Charlotte,
North Carolina
| $1.88M | +$1.9M | +71,066 | New |
|
|
HW
4
Hedeker Wealth
Lincolnshire,
Illinois
| $824K | +$835K | +31,196 | New |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $254K | +$257K | +9,608 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $228K | +$231K | +8,643 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $64K | +$56.8K | +2,123 | +742% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $3K | +$2.89K | +108 | +720% |
|
SHYM Hedge Fund Activity: Q3 2021 in Review
8 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q3 2021, worth a combined $24.7M — down 2.4% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHYM positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $1.9M. The largest seller was BlackRock, cutting an estimated $3.35M.
- 8 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q3 2021, up from 4 in Q2 2021.
- Funds reported $24.7M of iShares Short Duration High Yield Muni Active ETF stock for Q3 2021, down 2.4% quarter-over-quarter.
- 4 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q3 2021 and 0 closed out, a net change of +4 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q3 2021 was Truist Financial, an estimated $1.9M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q3 2021 was BlackRock, an estimated $3.35M sold.
Based on aggregated 13F filings for Q3 2021.