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SHYM

iShares Short Duration High Yield Muni Active ETF

35 hedge funds and large institutions have $55.1M invested in iShares Short Duration High Yield Muni Active ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

122% more capital invested

Capital invested by funds: $24.8M → $55.1M (+$30.3M)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

35% more funds holding

Funds holding: 2635 (+9)

26.22% more ownership

Funds ownership: 42.91%69.13% (+26%)

Holders
35
Holders Change
+9
Holders Change %
+34.62%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
9
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
GFG Capital
Florida
$6.25M +$5.92M +282,683 New
TC
2
Trust Company
Kansas
$6.24M +$53.6K +2,558 +0.9%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.1M +$4.41M +210,637 +1,061%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.59M +$4.35M +207,516 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.25M +$4.03M +192,259 New
Truist Financial
6
Truist Financial
North Carolina
$4.24M -$486K -23,201 -11%
QWP
7
Quotient Wealth Partners
Texas
$4M +$3.79M +180,688 New
Jane Street
8
Jane Street
New York
$3.74M -$412K -19,668 -10%
BWG
9
Beta Wealth Group
California
$2.42M -$593K -28,322 -21%
AI
10
Atria Investments
North Carolina
$2.35M +$1.06M +50,560 +91%
PWM
11
Prentice Wealth Management
New York
$2.06M +$785K +37,490 +67%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.51M +$192K +9,149 +16%
KAS
13
Kestra Advisory Services
Texas
$1.02M +$966K +46,103 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$975K +$924K +44,097 New
1WM
15
1900 Wealth Management
Texas
$847K +$802K +38,300 New
FTUS
16
Flow Traders U.S.
New York
$817K +$370K +17,651 +91%
WI
17
Wintrust Investments
Illinois
$806K +$12.9K +615 +2%
VR
18
Valued Retirements
Texas
$801K +$758K +36,192 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$610K +$202K +9,621 +54%
VC
20
Veracity Capital
Georgia
$438K +$415K +19,800 New
AWM
21
Apollon Wealth Management
South Carolina
$376K +$356K +17,000 New
Osaic Holdings
22
Osaic Holdings
Arizona
$301K -$92K -4,394 -24%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$287K -$6.54K -312 -2%
MCM
24
Mattern Capital Management
Colorado
$265K +$25.6K +1,220 +11%
NCM
25
New Capital Management
Texas
$247K +$234K +11,160 New