SHYM

iShares Short Duration High Yield Muni Active ETF

19 hedge funds and large institutions have $17.5M invested in iShares Short Duration High Yield Muni Active ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCM
1
Condor Capital Management
New Jersey
$5.57M 271,565 +271,565 New
Truist Financial
2
Truist Financial
North Carolina
$3.49M 170,058 +22,939 +16%
BWG
3
Beta Wealth Group
California
$2.18M 106,156 +106,156 New
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.89M 92,321 +282 +0.3%
BPA
5
Beacon Pointe Advisors
California
$1.51M 73,724 -104,036 -59%
JIP
6
Jaffetilchin Investment Partners
Florida
$741K 36,153 -74 -0.2%
WPC
7
Wedmont Private Capital
Pennsylvania
$571K 27,855 +27,855 New
Jane Street
8
Jane Street
New York
$460K 22,450 -52,255 -70%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$328K 15,986 +146 +0.9%
HS
10
Horan Securities
United States
$217K 10,560 -1,125 -10%
JWA
11
JFS Wealth Advisors
Pennsylvania
$112K 5,445 +5,445 New
NSIM
12
North Star Investment Management
Illinois
$104K 5,067 +5,067 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$94K 4,595
HI
14
Harbour Investments
Wisconsin
$88K 4,061
CHA
15
Carmichael Hill & Associates
Maryland
$53K 2,577 +2,577 New
Osaic Holdings
16
Osaic Holdings
Arizona
$36K 1,739 -266 -13%
UBS Group
17
UBS Group
Switzerland
$35K 1,729 -220 -11%
SWM
18
Spire Wealth Management
Virginia
$15K 750
SSC
19
Syverson Strege & Co
Iowa
$5K 220
BlackRock
20
BlackRock
New York
-140,000 Closed
MCM
21
Mattern Capital Management
Colorado
-9,935 Closed
CFGS
22
Concourse Financial Group Securities
Alabama