iShares Short Duration High Yield Muni Active ETF
SHYM
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.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0% more funds holding
Funds holding: 26 → 26 (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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$1.06M |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
+$977K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$894K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$411K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.36M |
| 2 |
Jane Street
New York
|
-$1.14M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$448K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$397K |
| 5 |
PFWA
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
-$202K |
SHYM Hedge Fund Activity: Q3 2023 in Review
26 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q3 2023, worth a combined $24.8M — down 4.1% from $25.9M a quarter earlier.
Fund positioning in SHYM was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 6 trimmed.
The largest buyer was Truist Financial, adding an estimated $1.06M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.36M sold.
- 26 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $24.8M of iShares Short Duration High Yield Muni Active ETF stock for Q3 2023, down 4.1% quarter-over-quarter.
- 4 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q3 2023 was Truist Financial, an estimated $1.06M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q3 2023 was Old Mission Capital, an estimated $1.36M sold.
Based on aggregated 13F filings for Q3 2023.