iShares Short Duration High Yield Muni Active ETF
SHYM
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.
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: 57 → 77 (+20)
1.88% more ownership
Funds ownership: 55.87% → 57.75% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.97M |
| 3 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$4.98M |
| 4 |
Jane Street
New York
|
+$3.38M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$3.52M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$2.34M |
| 3 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$724K |
| 4 |
AP
Americana Partners
Houston,
Texas
|
-$513K |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
-$350K |
SHYM Hedge Fund Activity: Q3 2024 in Review
77 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q3 2024, worth a combined $122M — up 85% from $66.1M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SHYM positions and 7 closed out — a net gain of 20 holders — while 27 added to existing stakes and 5 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $18M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $3.52M sold.
- 77 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q3 2024, up from 57 in Q2 2024.
- Funds reported $122M of iShares Short Duration High Yield Muni Active ETF stock for Q3 2024, up 85% quarter-over-quarter.
- 27 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q3 2024 and 7 closed out, a net change of +20 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $18M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q3 2024 was Sanctuary Advisors, an estimated $3.52M sold.
Based on aggregated 13F filings for Q3 2024.