SHYM

iShares Short Duration High Yield Muni Active ETF

57 hedge funds and large institutions have $66.1M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
57
Holders Change
+17
Holders Change %
+42.5%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
14
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trust Company
Kansas
$6.63M 292,849 +3,430 +1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.09M 269,192 +269,192 New
DWM
3
Dynasty Wealth Management
Florida
$5.35M 236,304 +16,066 +7%
Truist Financial
4
Truist Financial
North Carolina
$5.22M 230,505 -6,010 -3%
QWP
5
Quotient Wealth Partners
Texas
$5.21M 230,130 +13,980 +6%
PWM
6
Prentice Wealth Management
New York
$5.12M 226,182 +55,865 +33%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.66M 161,807 +85,731 +113%
SA
8
Sanctuary Advisors
Indiana
$3.52M 158,900 +158,900 New
FFP
9
FourThought Financial Partners
Florida
$2.44M 107,797 -1,719 -2%
AI
10
Atria Investments
North Carolina
$2.42M 106,958 +3,112 +3%
OPAM
11
Ocean Park Asset Management
California
$2.16M 95,300 +95,300 New
HighTower Advisors
12
HighTower Advisors
Illinois
$1.87M 82,806 +6,211 +8%
BWG
13
Beta Wealth Group
California
$1.83M 80,938 -31,193 -28%
LPL Financial
14
LPL Financial
California
$1.06M 47,032 +47,032 New
Osaic Holdings
15
Osaic Holdings
Arizona
$996K 43,970 +23,175 +111%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$958K 42,325 +15,837 +60%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$847K 37,428 +37,428 New
WI
18
Wintrust Investments
Illinois
$795K 35,133 +350 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$701K 30,954 +18,018 +139%
PPWP
20
Premier Path Wealth Partners
New Jersey
$625K 27,592 +27,592 New
AAS
21
Avantax Advisory Services
Texas
$601K 26,562 +26,562 New
VR
22
Valued Retirements
Texas
$594K 26,216 -7,234 -22%
Creative Planning
23
Creative Planning
Kansas
$530K 23,423
AP
24
Americana Partners
Texas
$513K 22,653 +22,653 New
FPAS
25
Focus Partners Advisor Solutions
Missouri
$507K 22,380 +22,380 New