iShares Short Duration High Yield Muni Active ETF
SHYM
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.
605% more capital inflows, than outflows
Capital inflows: $63.6M | Capital outflows: $9.02M
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
8% more funds holding
Funds holding: 90 → 97 (+7)
5.37% more ownership
Funds ownership: 52.3% → 57.66% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kestra Investment Management
Austin,
Texas
|
+$11.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.67M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.34M |
| 4 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$6.78M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$3.65M |
| 2 |
Flow Traders U.S.
New York
|
-$864K |
| 3 |
JP Morgan Chase
New York
|
-$728K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$655K |
| 5 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$515K |
SHYM Hedge Fund Activity: Q1 2025 in Review
97 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q1 2025, worth a combined $183M — up 42% from $130M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SHYM positions and 11 closed out — a net gain of 11 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was Kestra Investment Management, opening a new position worth an estimated $11.6M. The largest seller was Secure Asset Management, cutting an estimated $3.65M.
- 97 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q1 2025, up from 90 in Q4 2024.
- Funds reported $183M of iShares Short Duration High Yield Muni Active ETF stock for Q1 2025, up 42% quarter-over-quarter.
- 22 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q1 2025 and 11 closed out, a net change of +11 holders.
- The largest iShares Short Duration High Yield Muni Active ETF buyer in Q1 2025 was Kestra Investment Management, an estimated $11.6M added.
- The largest iShares Short Duration High Yield Muni Active ETF seller in Q1 2025 was Secure Asset Management, an estimated $3.65M sold.
Based on aggregated 13F filings for Q1 2025.