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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.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

70% more capital invested

Capital invested by funds: $15.2M → $25.9M (+$10.7M)

24% more funds holding

Funds holding: 2126 (+5)

2.26% less ownership

Funds ownership: 46.26%44.01% (-2.3%)

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 Holding Trade Value Shares
Change
Change in
Stake
TC
1
Trust Company
Kansas
$6.19M +$339K +15,686 +6%
Jane Street
2
Jane Street
New York
$5.28M +$3.97M +183,622 +311%
Truist Financial
3
Truist Financial
North Carolina
$3.6M +$204K +9,436 +6%
BWG
4
Beta Wealth Group
California
$3.04M +$429K +19,882 +17%
OMC
5
Old Mission Capital
Illinois
$1.36M +$1.35M +62,291 New
AI
6
Atria Investments
North Carolina
$1.19M +$1.18M +54,825 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.1M +$331K +15,325 +44%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$797K -$94.5K -4,375 -11%
WI
9
Wintrust Investments
Illinois
$761K +$755K +34,968 New
BRWA
10
B. Riley Wealth Advisors
Florida
$448K +$444K +20,577 New
HighTower Advisors
11
HighTower Advisors
Illinois
$432K +$43.2K +2,000 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$318K +$176K +8,130 +125%
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$253K +$251K +11,600 New
MCM
14
Mattern Capital Management
Colorado
$248K -$4.19K -194 -2%
PWM
15
Prentice Wealth Management
New York
$214K +$212K +9,816 New
PFWA
16
Paces Ferry Wealth Advisors
Georgia
$202K
JWA
17
JFS Wealth Advisors
Pennsylvania
$119K
WWP
18
WR Wealth Planners
Missouri
$102K +$101K +4,664 +11,660%
HI
19
Harbour Investments
Wisconsin
$52.6K
AAG
20
Armstrong Advisory Group
Massachusetts
$47.1K
AF
21
Advisornet Financial
Minnesota
$41K
HS
22
Horan Securities
United States
$30.5K +$281 +13 +0.9%
SPIA
23
Steward Partners Investment Advisory
New York
$18.4K
PA
24
Parallel Advisors
California
$17.4K
SS
25
Sunbelt Securities
Texas
$6.2K