SHYM

iShares Short Duration High Yield Muni Active ETF

97 hedge funds and large institutions have $183M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
35
Reduced
20
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
$28.1M 1,238,529 +321,608 +35%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.1M 708,868 +336,001 +90%
LPL Financial
3
LPL Financial
California
$11.6M 510,732 +159,271 +45%
KIM
4
Kestra Investment Management
Texas
$11.5M 506,752 +506,752 New
Osaic Holdings
5
Osaic Holdings
Arizona
$9.69M 427,470 +257,251 +151%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$7.87M 347,216 -31,902 -8%
PWM
7
Prentice Wealth Management
New York
$7M 308,971 +6,338 +2%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.74M 297,380 +297,380 New
DWM
9
Dynasty Wealth Management
Florida
$5.99M 264,155 +8,773 +3%
QWP
10
Quotient Wealth Partners
Texas
$5.86M 258,705 +9,549 +4%
TC
11
Trust Company
Kansas
$5.58M 246,135 +15,555 +7%
FAM
12
Forte Asset Management
New York
$5.07M 223,831 -18,627 -8%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$4.98M 219,470 +219,470 New
AI
14
Atria Investments
North Carolina
$4.23M 186,669 +68,599 +58%
BWG
15
Beta Wealth Group
California
$4.07M 179,439 +92,458 +106%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.43M 151,132 +42,580 +39%
Truist Financial
17
Truist Financial
North Carolina
$3.13M 138,156 -2,694 -2%
IWM
18
IHT Wealth Management
Illinois
$2.57M 113,365 -2,503 -2%
FFP
19
FourThought Financial Partners
Florida
$2.52M 111,222 -2,913 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.5M 110,345 +14,264 +15%
SAM
21
Secure Asset Management
Michigan
$2.29M 101,046 -160,017 -61%
OWM
22
Orgel Wealth Management
Wisconsin
$2.16M 95,500 +19,187 +25%
Jane Street
23
Jane Street
New York
$1.96M 86,306 +4,105 +5%
TWM
24
Tolleson Wealth Management
Texas
$1.53M 67,570
AAS
25
Avantax Advisory Services
Texas
$1.45M 64,172 +24,862 +63%