iShares Short Duration High Yield Muni Active ETF
SHYM
21 hedge funds and large institutions have $15.2M invested in iShares Short Duration High Yield Muni Active ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 7 closing their positions.
12% more capital invested
Capital invested by funds: $13.6M → $15.2M (+$1.57M)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
7.59% less ownership
Funds ownership: 53.86% → 46.26% (-7.6%)
9% less funds holding
Funds holding: 23 → 21 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trust Company
Manhattan,
Kansas
|
+$5.8M |
| 2 |
Jane Street
New York
|
+$954K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$886K |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
+$211K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$2.94M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.52M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$575K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$370K |
| 5 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$242K |
SHYM Hedge Fund Activity: Q1 2023 in Review
21 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q1 2023, worth a combined $15.2M — up 12% from $13.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SHYM and 5 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was Trust Company, opening a new position worth an estimated $5.8M. The largest seller was Condor Capital Management, exiting entirely with an estimated $2.94M sold.
- 21 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q1 2023, down from 23 in Q4 2022.
- Funds reported $15.2M of iShares Short Duration High Yield Muni Active ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 5 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q1 2023 and 7 closed out, a net change of -2 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q1 2023 was Trust Company, an estimated $5.8M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q1 2023 was Condor Capital Management, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2023.