iShares Short Duration High Yield Muni Active ETF
SHYM
13 hedge funds and large institutions have $20.4M invested in iShares Short Duration High Yield Muni Active ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
63% more funds holding
Funds holding: 8 → 13 (+5)
1.08% more ownership
Funds ownership: 85.06% → 86.13% (+1.1%)
5% more capital inflows, than outflows
Capital inflows: $5.42M | Capital outflows: $5.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beta Wealth Group
San Diego,
California
|
+$3.53M |
| 2 |
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$903K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$399K |
| 4 |
Mattern Capital Management
Lakewood,
Colorado
|
+$233K |
| 5 |
Monterey Private Wealth
Monterey,
California
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.75M |
| 2 |
Jane Street
New York
|
-$1.4M |
SHYM Hedge Fund Activity: Q1 2022 in Review
13 of the 6,365 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q1 2022, worth a combined $20.4M — down 7.9% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SHYM positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Beta Wealth Group, opening a new position worth an estimated $3.53M. The largest seller was BlackRock, cutting an estimated $3.75M.
- 13 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $20.4M of iShares Short Duration High Yield Muni Active ETF stock for Q1 2022, down 7.9% quarter-over-quarter.
- 5 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q1 2022 and 0 closed out, a net change of +5 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q1 2022 was Beta Wealth Group, an estimated $3.53M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q1 2022 was BlackRock, an estimated $3.75M sold.
Based on aggregated 13F filings for Q1 2022.