iShares Short Duration High Yield Muni Active ETF
SHYM
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.
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: 26 → 35 (+9)
26.22% more ownership
Funds ownership: 42.91% → 69.13% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GFG Capital
Miami,
Florida
|
+$5.92M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$4.41M |
| 3 |
JP Morgan Chase
New York
|
+$4.35M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.03M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.08M |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
-$593K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$486K |
| 4 |
Jane Street
New York
|
-$412K |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$237K |
SHYM Hedge Fund Activity: Q4 2023 in Review
35 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q4 2023, worth a combined $55.1M — up 122% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SHYM positions and 6 closed out — a net gain of 9 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was GFG Capital, opening a new position worth an estimated $5.92M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.08M sold.
- 35 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $55.1M of iShares Short Duration High Yield Muni Active ETF stock for Q4 2023, up 122% quarter-over-quarter.
- 15 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q4 2023 and 6 closed out, a net change of +9 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q4 2023 was GFG Capital, an estimated $5.92M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q4 2023 was Bank of Montreal, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2023.