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.

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 Market Value Shares Shares
Change
Shares
Change %
GC
1
GFG Capital
Florida
$6.25M 282,683 +282,683 New
TC
2
Trust Company
Kansas
$6.24M 282,271 +2,558 +0.9%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.1M 230,493 +210,637 +1,061%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.59M 207,516 +207,516 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.25M 192,259 +192,259 New
Truist Financial
6
Truist Financial
North Carolina
$4.24M 191,863 -23,201 -11%
QWP
7
Quotient Wealth Partners
Texas
$4M 180,688 +180,688 New
Jane Street
8
Jane Street
New York
$3.74M 169,200 -19,668 -10%
BWG
9
Beta Wealth Group
California
$2.42M 109,192 -28,322 -21%
AI
10
Atria Investments
North Carolina
$2.35M 106,101 +50,560 +91%
PWM
11
Prentice Wealth Management
New York
$2.06M 93,189 +37,490 +67%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.51M 68,063 +9,149 +16%
KAS
13
Kestra Advisory Services
Texas
$1.02M 46,103 +46,103 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$975K 44,097 +44,097 New
1WM
15
1900 Wealth Management
Texas
$847K 38,300 +38,300 New
FTUS
16
Flow Traders U.S.
New York
$817K 36,956 +17,651 +91%
WI
17
Wintrust Investments
Illinois
$806K 36,441 +615 +2%
VR
18
Valued Retirements
Texas
$801K 36,192 +36,192 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$610K 27,558 +9,621 +54%
VC
20
Veracity Capital
Georgia
$438K 19,800 +19,800 New
AWM
21
Apollon Wealth Management
South Carolina
$376K 17,000 +17,000 New
Osaic Holdings
22
Osaic Holdings
Arizona
$301K 13,617 -4,394 -24%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$287K 12,989 -312 -2%
MCM
24
Mattern Capital Management
Colorado
$265K 11,960 +1,220 +11%
NCM
25
New Capital Management
Texas
$247K 11,160 +11,160 New