SHYM

iShares Short Duration High Yield Muni Active ETF

26 hedge funds and large institutions have $25.9M invested in iShares Short Duration High Yield Muni Active ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trust Company
Kansas
$6.19M 284,176 +15,686 +6%
Jane Street
2
Jane Street
New York
$5.28M 242,599 +183,622 +311%
Truist Financial
3
Truist Financial
North Carolina
$3.6M 165,298 +9,436 +6%
BWG
4
Beta Wealth Group
California
$3.04M 139,860 +19,882 +17%
OMC
5
Old Mission Capital
Illinois
$1.36M 62,291 +62,291 New
AI
6
Atria Investments
North Carolina
$1.19M 54,825 +54,825 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.1M 50,365 +15,325 +44%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$797K 36,600 -4,375 -11%
WI
9
Wintrust Investments
Illinois
$761K 34,968 +34,968 New
BRWA
10
B. Riley Wealth Advisors
Florida
$448K 20,577 +20,577 New
HighTower Advisors
11
HighTower Advisors
Illinois
$432K 19,856 +2,000 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$318K 14,627 +8,130 +125%
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$253K 11,600 +11,600 New
MCM
14
Mattern Capital Management
Colorado
$248K 11,405 -194 -2%
PWM
15
Prentice Wealth Management
New York
$214K 9,816 +9,816 New
PFWA
16
Paces Ferry Wealth Advisors
Georgia
$202K 9,298
JWA
17
JFS Wealth Advisors
Pennsylvania
$119K 5,445
WWP
18
WR Wealth Planners
Missouri
$102K 4,704 +4,664 +11,660%
HI
19
Harbour Investments
Wisconsin
$52.6K 2,416
AAG
20
Armstrong Advisory Group
Massachusetts
$47.1K 2,163
AF
21
Advisornet Financial
Minnesota
$41K 1,883
HS
22
Horan Securities
United States
$30.5K 1,403 +13 +0.9%
SPIA
23
Steward Partners Investment Advisory
New York
$18.4K 846
PA
24
Parallel Advisors
California
$17.4K 799
SS
25
Sunbelt Securities
Texas
$6.2K 285