SHYM

iShares Short Duration High Yield Muni Active ETF

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.

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trust Company
Kansas
$5.79M 268,490 +268,490 New
Truist Financial
2
Truist Financial
North Carolina
$3.36M 155,862 -17,109 -10%
BWG
3
Beta Wealth Group
California
$2.59M 119,978 +9,746 +9%
Jane Street
4
Jane Street
New York
$1.27M 58,977 +44,132 +297%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$884K 40,975 +40,975 New
HighTower Advisors
6
HighTower Advisors
Illinois
$385K 17,856 -26,595 -60%
MCM
7
Mattern Capital Management
Colorado
$250K 11,599 -311 -3%
PFWA
8
Paces Ferry Wealth Advisors
Georgia
$201K 9,298 -1,203 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$140K 6,497 +4,313 +197%
JWA
10
JFS Wealth Advisors
Pennsylvania
$117K 5,445
HI
11
Harbour Investments
Wisconsin
$52.1K 2,416 +1,000 +71%
AAG
12
Armstrong Advisory Group
Massachusetts
$46.7K 2,163
AF
13
Advisornet Financial
Minnesota
$40.6K 1,883
HS
14
Horan Securities
United States
$30K 1,390 -507 -27%
SPIA
15
Steward Partners Investment Advisory
New York
$18.3K 846
PA
16
Parallel Advisors
California
$17.2K 799
SS
17
Sunbelt Securities
Texas
$6.12K 285 +285 New
SSC
18
Syverson Strege & Co
Iowa
$4.75K 220
UBS Group
19
UBS Group
Switzerland
$3.3K 153 +153 New
WWP
20
WR Wealth Planners
Missouri
$863 40 +40 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$755 35,040 +5,319 +18%
CCM
22
Condor Capital Management
New Jersey
-139,281 Closed
BPA
23
Beacon Pointe Advisors
California
-72,225 Closed
MYIA
24
Mount Yale Investment Advisors
Colorado
-11,475 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-5,798 Closed