iShares Short Duration High Yield Muni Active ETF
SHYM
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.
177% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 13
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
17% more funds holding
Funds holding: 77 → 90 (+13)
6% more capital invested
Capital invested by funds: $122M → $130M (+$7.25M)
5.45% less ownership
Funds ownership: 57.75% → 52.3% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.98M |
| 2 |
FAM
Forte Asset Management
Bedford,
New York
|
+$3.61M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$2.78M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.18M |
| 5 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.91M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$2.53M |
| 3 |
TC
Trust Company
Manhattan,
Kansas
|
-$1.61M |
| 4 |
Jane Street
New York
|
-$1.49M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.11M |
SHYM Hedge Fund Activity: Q4 2024 in Review
90 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q4 2024, worth a combined $130M — up 5.9% from $122M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SHYM positions and 11 closed out — a net gain of 14 holders — while 36 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.98M. The largest seller was Truist Financial, cutting an estimated $2.91M.
- 90 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q4 2024, up from 77 in Q3 2024.
- Funds reported $130M of iShares Short Duration High Yield Muni Active ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
- 25 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q4 2024 and 11 closed out, a net change of +14 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q4 2024 was LPL Financial, an estimated $5.98M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q4 2024 was Truist Financial, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2024.