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%)
8% less capital invested
Capital invested by funds: $22.2M → $20.4M (-$1.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWG
Beta Wealth Group
San Diego,
California
|
+$3.53M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$903K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$399K |
| 4 |
MCM
Mattern Capital Management
Lakewood,
Colorado
|
+$233K |
| 5 |
MPW
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $11.3M | -$3.75M | -150,000 | -24% |
|
|
BWG
2
Beta Wealth Group
San Diego,
California
| $3.36M | +$3.53M | +141,086 | New |
|
|
3
Truist Financial
Charlotte,
North Carolina
| $2.71M | +$399K | +15,952 | +16% |
|
|
HW
4
Hedeker Wealth
Lincolnshire,
Illinois
| $841K | +$48.4K | +1,934 | +6% |
|
|
JIP
5
Jaffetilchin Investment Partners
Tampa,
Florida
| $791K | +$903K | +36,116 | New |
|
|
6
Jane Street
New York
| $635K | -$1.4M | -55,939 | -68% |
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $251K | +$17K | +680 | +7% |
|
|
MCM
8
Mattern Capital Management
Lakewood,
Colorado
| $222K | +$233K | +9,326 | New |
|
|
MPW
9
Monterey Private Wealth
Monterey,
California
| $205K | +$215K | +8,598 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $48K | +$40.9K | +1,637 | +445% |
|
11
UBS Group
Zurich,
Switzerland
| $33K | +$34.7K | +1,389 | New |
|
|
SWM
12
Spire Wealth Management
Mclean,
Virginia
| $18K | – | – | – |
|
|
KFS
13
Kelly Financial Services
Braintree,
Massachusetts
| $11.1K | +$50 | +2 | +0.4% |
|
SHYM Hedge Fund Activity: Q1 2022 in Review
13 of the 6,341 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.