SHYM

iShares Short Duration High Yield Muni Active ETF

23 hedge funds and large institutions have $13.6M invested in iShares Short Duration High Yield Muni Active ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
4
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$3.65M 172,971 +2,913 +2%
CCM
2
Condor Capital Management
New Jersey
$2.94M 139,281 -132,284 -49%
BWG
3
Beta Wealth Group
California
$2.33M 110,232 +4,076 +4%
BPA
4
Beacon Pointe Advisors
California
$1.52M 72,225 -1,499 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$938K 44,451 +44,451 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$627K 29,721 +29,721 New
Jane Street
7
Jane Street
New York
$313K 14,845 -7,605 -34%
MCM
8
Mattern Capital Management
Colorado
$251K 11,910 +11,910 New
MYIA
9
Mount Yale Investment Advisors
Colorado
$242K 11,475 +11,475 New
PFWA
10
Paces Ferry Wealth Advisors
Georgia
$222K 10,501 +10,501 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$122K 5,798 +5,798 New
JWA
12
JFS Wealth Advisors
Pennsylvania
$115K 5,445
NSIM
13
North Star Investment Management
Illinois
$109K 5,142 +75 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$46K 2,184 +445 +26%
AAG
15
Armstrong Advisory Group
Massachusetts
$45.7K 2,163 +2,163 New
HS
16
Horan Securities
United States
$40K 1,897 -8,663 -82%
AF
17
Advisornet Financial
Minnesota
$39.7K 1,883 +1,883 New
HI
18
Harbour Investments
Wisconsin
$29.9K 1,416 -2,645 -65%
SPIA
19
Steward Partners Investment Advisory
New York
$17.9K 846 +846 New
PA
20
Parallel Advisors
California
$16.9K 799 +799 New
GWM
21
Guardian Wealth Management
Illinois
$15.3K 725 +725 New
SSC
22
Syverson Strege & Co
Iowa
$4.64K 220
SWM
23
Spire Wealth Management
Virginia
$3K 150 -600 -80%
IWC
24
Integrated Wealth Concepts
Massachusetts
-92,321 Closed
JIP
25
Jaffetilchin Investment Partners
Florida
-36,153 Closed