iShares Short Duration High Yield Muni Active ETF
SHYM
15 hedge funds and large institutions have $15.6M invested in iShares Short Duration High Yield Muni Active ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
15% more funds holding
Funds holding: 13 → 15 (+2)
14.24% less ownership
Funds ownership: 86.13% → 71.89% (-14%)
24% less capital invested
Capital invested by funds: $20.4M → $15.6M (-$4.86M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.98M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.06M |
| 3 |
Jane Street
New York
|
+$1.07M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$741K |
| 5 |
HS
Horan Securities
Cincinnati,
United States
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$7.49M |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
-$3.36M |
| 3 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
-$841K |
| 4 |
MPW
Monterey Private Wealth
Monterey,
California
|
-$205K |
| 5 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$11.1K |
SHYM Hedge Fund Activity: Q2 2022 in Review
15 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q2 2022, worth a combined $15.6M — down 24% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SHYM positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $3.98M. The largest seller was BlackRock, cutting an estimated $7.49M.
- 15 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q2 2022, up from 13 in Q1 2022.
- Funds reported $15.6M of iShares Short Duration High Yield Muni Active ETF stock for Q2 2022, down 24% quarter-over-quarter.
- 6 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q2 2022 and 4 closed out, a net change of +2 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q2 2022 was Beacon Pointe Advisors, an estimated $3.98M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q2 2022 was BlackRock, an estimated $7.49M sold.
Based on aggregated 13F filings for Q2 2022.