SHYM

iShares Short Duration High Yield Muni Active ETF

40 hedge funds and large institutions have $45.9M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
10
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trust Company
Kansas
$6.5M 289,419 +7,148 +3%
Truist Financial
2
Truist Financial
North Carolina
$5.31M 236,515 +44,652 +23%
DWM
3
Dynasty Wealth Management
Florida
$4.94M 220,238 +220,238 New
QWP
4
Quotient Wealth Partners
Texas
$4.85M 216,150 +35,462 +20%
PWM
5
Prentice Wealth Management
New York
$3.82M 170,317 +77,128 +83%
BWG
6
Beta Wealth Group
California
$2.52M 112,131 +2,939 +3%
FFP
7
FourThought Financial Partners
Florida
$2.46M 109,516 +109,516 New
AI
8
Atria Investments
North Carolina
$2.33M 103,846 -2,255 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.72M 76,595 -153,898 -67%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.71M 76,076 +8,013 +12%
Jane Street
11
Jane Street
New York
$1.51M 67,214 -101,986 -60%
KAS
12
Kestra Advisory Services
Texas
$1.11M 49,328 +3,225 +7%
WI
13
Wintrust Investments
Illinois
$781K 34,783 -1,658 -5%
VR
14
Valued Retirements
Texas
$751K 33,450 -2,742 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$595K 26,488 -1,070 -4%
Creative Planning
16
Creative Planning
Kansas
$526K 23,423 +23,423 New
Osaic Holdings
17
Osaic Holdings
Arizona
$467K 20,795 +7,178 +53%
FTUS
18
Flow Traders U.S.
New York
$447K 19,924 -17,032 -46%
VC
19
Veracity Capital
Georgia
$445K 19,800
HCC
20
Hirtle Callaghan & Co
Pennsylvania
AFP
21
Ausdal Financial Partners
Iowa
$327K 14,563 +14,563 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$290K 12,936 +12,936 New
SFM
23
Signet Financial Management
New Jersey
$272K 12,107 +12,107 New
MCM
24
Mattern Capital Management
Colorado
$264K 11,744 -216 -2%
NCM
25
New Capital Management
Texas
$251K 11,160