SHYM

iShares Short Duration High Yield Muni Active ETF

90 hedge funds and large institutions have $130M invested in iShares Short Duration High Yield Muni Active ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
36
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20.8M 916,921 -27,163 -3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.59M 379,118 +50,543 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.45M 372,867 -48,516 -12%
LPL Financial
4
LPL Financial
California
$7.96M 351,461 +260,755 +287%
PWM
5
Prentice Wealth Management
New York
$6.86M 302,633 +21,390 +8%
SAM
6
Secure Asset Management
Michigan
$5.92M 261,063 +44,274 +20%
DWM
7
Dynasty Wealth Management
Florida
$5.79M 255,382 +121,139 +90%
QWP
8
Quotient Wealth Partners
Texas
$5.65M 249,156 +7,112 +3%
FAM
9
Forte Asset Management
New York
$5.49M 242,458 +157,458 +185%
TC
10
Trust Company
Kansas
$5.22M 230,580 -70,322 -23%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.86M 170,219 +94,942 +126%
Truist Financial
12
Truist Financial
North Carolina
$3.19M 140,850 -127,075 -47%
AI
13
Atria Investments
North Carolina
$2.68M 118,070 +7,702 +7%
IWM
14
IHT Wealth Management
Illinois
$2.63M 115,868 +21,499 +23%
FFP
15
FourThought Financial Partners
Florida
$2.59M 114,135 -5,302 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.46M 108,552 +36,736 +51%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.18M 96,081 +7,949 +9%
BWG
18
Beta Wealth Group
California
$1.97M 86,981 +3,872 +5%
Jane Street
19
Jane Street
New York
$1.86M 82,201 -64,783 -44%
OWM
20
Orgel Wealth Management
Wisconsin
$1.73M 76,313 +375 +0.5%
TWM
21
Tolleson Wealth Management
Texas
$1.53M 67,570 +67,570 New
HSG
22
Helen Stephens Group
Texas
$1.37M 60,457 +2,476 +4%
FTUS
23
Flow Traders U.S.
New York
$1.13M 49,935 +49,935 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$1.1M 48,571 +8,717 +22%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$1.09M 47,966 -2,392 -5%