iShares Short Duration High Yield Muni Active ETF
SHYM
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
27% more funds holding
Funds holding: 15 → 19 (+4)
13.41% more ownership
Funds ownership: 71.89% → 85.3% (+13%)
12% more capital invested
Capital invested by funds: $15.6M → $17.5M (+$1.92M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$5.99M |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
+$2.34M |
| 3 |
WPC
Wedmont Private Capital
West Chester,
Pennsylvania
|
+$614K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$506K |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.03M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$2.29M |
| 3 |
Jane Street
New York
|
-$1.15M |
| 4 |
MCM
Mattern Capital Management
Lakewood,
Colorado
|
-$215K |
| 5 |
HS
Horan Securities
Cincinnati,
United States
|
-$24.8K |
SHYM Hedge Fund Activity: Q3 2022 in Review
19 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q3 2022, worth a combined $17.5M — up 12% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SHYM positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Condor Capital Management, opening a new position worth an estimated $5.99M. The largest seller was BlackRock, exiting entirely with an estimated $3.03M sold.
- 19 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q3 2022, up from 15 in Q2 2022.
- Funds reported $17.5M of iShares Short Duration High Yield Muni Active ETF stock for Q3 2022, up 12% quarter-over-quarter.
- 6 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q3 2022 and 2 closed out, a net change of +4 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q3 2022 was Condor Capital Management, an estimated $5.99M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q3 2022 was BlackRock, an estimated $3.03M sold.
Based on aggregated 13F filings for Q3 2022.