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SHYM

iShares Short Duration High Yield Muni Active ETF

77 hedge funds and large institutions have $122M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

85% more capital invested

Capital invested by funds: $66.1M → $122M (+$56.2M)

35% more funds holding

Funds holding: 5777 (+20)

1.88% more ownership

Funds ownership: 55.87%57.75% (+1.9%)

Holders
77
Holders Change
+20
Holders Change %
+35.09%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
27
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.9M +$18M +782,277 +483%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.77M +$8.97M +390,429 +1,261%
JP Morgan Chase
3
JP Morgan Chase
New York
$7.62M +$1.36M +59,383 +22%
DWM
4
Dynasty Wealth Management
Florida
$7.24M -$2.34M -102,061 -43%
TC
5
Trust Company
Kansas
$6.97M +$185K +8,053 +3%
PWM
6
Prentice Wealth Management
New York
$6.52M +$1.26M +55,061 +24%
Truist Financial
7
Truist Financial
North Carolina
$6.21M +$859K +37,420 +16%
QWP
8
Quotient Wealth Partners
Texas
$5.61M +$274K +11,914 +5%
SAM
9
Secure Asset Management
Michigan
$5.03M +$4.98M +216,789 New
Jane Street
10
Jane Street
New York
$3.41M +$3.38M +146,984 New
FFP
11
FourThought Financial Partners
Florida
$2.77M +$267K +11,640 +11%
AI
12
Atria Investments
North Carolina
$2.56M +$78.3K +3,410 +3%
OPAM
13
Ocean Park Asset Management
California
$2.53M +$317K +13,800 +14%
IWM
14
IHT Wealth Management
Illinois
$2.19M +$2.17M +94,369 New
LPL Financial
15
LPL Financial
California
$2.1M +$1M +43,674 +93%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.04M +$122K +5,326 +6%
FAM
17
Forte Asset Management
New York
$1.97M +$1.95M +85,000 New
BWG
18
Beta Wealth Group
California
$1.93M +$49.9K +2,171 +3%
OWM
19
Orgel Wealth Management
Wisconsin
$1.76M +$1.74M +75,938 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.75M +$719K +31,307 +71%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.67M +$677K +29,491 +70%
HSG
22
Helen Stephens Group
Texas
$1.34M +$875K +38,092 +192%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$1.17M +$1.16M +50,358 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$924K +$55.7K +2,426 +6%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$870K +$348K +15,167 +68%