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.

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 Market Value Shares Shares
Change
Shares
Change %
TC
1
Trust Company
Kansas
$5.72M 279,713 -4,463 -2%
Truist Financial
2
Truist Financial
North Carolina
$4.4M 215,064 +49,766 +30%
Jane Street
3
Jane Street
New York
$3.86M 188,868 -53,731 -22%
BWG
4
Beta Wealth Group
California
$2.81M 137,514 -2,346 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.21M 58,914 +8,549 +17%
PWM
6
Prentice Wealth Management
New York
$1.14M 55,699 +45,883 +467%
AI
7
Atria Investments
North Carolina
$1.14M 55,541 +716 +1%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.08M 42,000 +42,000 New
WI
9
Wintrust Investments
Illinois
$733K 35,826 +858 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$406K 19,856
FTUS
11
Flow Traders U.S.
New York
$395K 19,305 +19,305 New
Osaic Holdings
12
Osaic Holdings
Arizona
$368K 18,011 +3,384 +23%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$367K 17,937 -18,663 -51%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$272K 13,301 +13,301 New
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$237K 11,600
MCM
16
Mattern Capital Management
Colorado
$220K 10,740 -665 -6%
JWA
17
JFS Wealth Advisors
Pennsylvania
$111K 5,445
WWP
18
WR Wealth Planners
Missouri
$97.4K 4,765 +61 +1%
Morgan Stanley
19
Morgan Stanley
New York
$52.7K 2,579 +2,579 New
HI
20
Harbour Investments
Wisconsin
$49.4K 2,416
AAG
21
Armstrong Advisory Group
Massachusetts
$44.2K 2,163
AF
22
Advisornet Financial
Minnesota
$38.5K 1,883
SPIA
23
Steward Partners Investment Advisory
New York
$17.3K 846
PA
24
Parallel Advisors
California
$16.3K 799
SS
25
Sunbelt Securities
Texas
$14K 685 +400 +140%