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SHYM

iShares Short Duration High Yield Muni Active ETF

26 hedge funds and large institutions have $24.8M invested in iShares Short Duration High Yield Muni Active ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $25.9M → $24.8M (-$1.07M)

1.1% less ownership

Funds ownership: 44.01%42.91% (-1.1%)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Trust Company
Kansas
$5.72M -$95K -4,463 -2%
Truist Financial
2
Truist Financial
North Carolina
$4.4M +$1.06M +49,766 +30%
Jane Street
3
Jane Street
New York
$3.86M -$1.14M -53,731 -22%
BWG
4
Beta Wealth Group
California
$2.81M -$49.9K -2,346 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.21M +$182K +8,549 +17%
PWM
6
Prentice Wealth Management
New York
$1.14M +$977K +45,883 +467%
AI
7
Atria Investments
North Carolina
$1.14M +$15.2K +716 +1%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.08M +$894K +42,000 New
WI
9
Wintrust Investments
Illinois
$733K +$18.3K +858 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$406K
FTUS
11
Flow Traders U.S.
New York
$395K +$411K +19,305 New
Osaic Holdings
12
Osaic Holdings
Arizona
$368K +$72K +3,384 +23%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$367K -$397K -18,663 -51%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$272K +$283K +13,301 New
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$237K
MCM
16
Mattern Capital Management
Colorado
$220K -$14.2K -665 -6%
JWA
17
JFS Wealth Advisors
Pennsylvania
$111K
WWP
18
WR Wealth Planners
Missouri
$97.4K +$1.3K +61 +1%
Morgan Stanley
19
Morgan Stanley
New York
$52.7K +$54.9K +2,579 New
HI
20
Harbour Investments
Wisconsin
$49.4K
AAG
21
Armstrong Advisory Group
Massachusetts
$44.2K
AF
22
Advisornet Financial
Minnesota
$38.5K
SPIA
23
Steward Partners Investment Advisory
New York
$17.3K
PA
24
Parallel Advisors
California
$16.3K
SS
25
Sunbelt Securities
Texas
$14K +$8.52K +400 +140%