iShares Short Duration High Yield Muni Active ETF
SHYM
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.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
14% more funds holding
Funds holding: 35 → 40 (+5)
17% less capital invested
Capital invested by funds: $55.1M → $45.9M (-$9.17M)
18.49% less ownership
Funds ownership: 69.13% → 50.64% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFP
FourThought Financial Partners
Venice,
Florida
|
+$2.42M |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
+$1.71M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$988K |
| 4 |
QWP
Quotient Wealth Partners
Dallas,
Texas
|
+$784K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$518K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GFG Capital
Miami,
Florida
|
-$6.25M |
| 2 |
JP Morgan Chase
New York
|
-$4.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.25M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.4M |
| 5 |
Jane Street
New York
|
-$2.26M |
SHYM Hedge Fund Activity: Q1 2024 in Review
40 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q1 2024, worth a combined $45.9M — down 17% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SHYM positions and 8 closed out — a net gain of 5 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was FourThought Financial Partners, opening a new position worth an estimated $2.42M. The largest seller was GFG Capital, exiting entirely with an estimated $6.25M sold.
- 40 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q1 2024, up from 35 in Q4 2023.
- Funds reported $45.9M of iShares Short Duration High Yield Muni Active ETF stock for Q1 2024, down 17% quarter-over-quarter.
- 13 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q1 2024 and 8 closed out, a net change of +5 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q1 2024 was FourThought Financial Partners, an estimated $2.42M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q1 2024 was GFG Capital, an estimated $6.25M sold.
Based on aggregated 13F filings for Q1 2024.