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.

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 Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.9M 944,084 +782,277 +483%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.77M 421,383 +390,429 +1,261%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.62M 328,575 +59,383 +22%
DWM
4
Dynasty Wealth Management
Florida
$7.24M 134,243 -102,061 -43%
TC
5
Trust Company
Kansas
$6.97M 300,902 +8,053 +3%
PWM
6
Prentice Wealth Management
New York
$6.52M 281,243 +55,061 +24%
Truist Financial
7
Truist Financial
North Carolina
$6.21M 267,925 +37,420 +16%
QWP
8
Quotient Wealth Partners
Texas
$5.61M 242,044 +11,914 +5%
SAM
9
Secure Asset Management
Michigan
$5.03M 216,789 +216,789 New
Jane Street
10
Jane Street
New York
$3.41M 146,984 +146,984 New
FFP
11
FourThought Financial Partners
Florida
$2.77M 119,437 +11,640 +11%
AI
12
Atria Investments
North Carolina
$2.56M 110,368 +3,410 +3%
OPAM
13
Ocean Park Asset Management
California
$2.53M 109,100 +13,800 +14%
IWM
14
IHT Wealth Management
Illinois
$2.19M 94,369 +94,369 New
LPL Financial
15
LPL Financial
California
$2.1M 90,706 +43,674 +93%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.04M 88,132 +5,326 +6%
FAM
17
Forte Asset Management
New York
$1.97M 85,000 +85,000 New
BWG
18
Beta Wealth Group
California
$1.93M 83,109 +2,171 +3%
OWM
19
Orgel Wealth Management
Wisconsin
$1.76M 75,938 +75,938 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.75M 75,277 +31,307 +71%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.67M 71,816 +29,491 +70%
HSG
22
Helen Stephens Group
Texas
$1.34M 57,981 +38,092 +192%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$1.17M 50,358 +50,358 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$924K 39,854 +2,426 +6%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$870K 37,547 +15,167 +68%