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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.

New
Increased
Maintained
Reduced
Closed

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

42% more capital invested

Capital invested by funds: $130M → $183M (+$53.9M)

8% more funds holding

Funds holding: 9097 (+7)

5.37% more ownership

Funds ownership: 52.3%57.66% (+5.4%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.3%
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 Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$28.1M +$7.34M +321,608 +35%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.1M +$7.67M +336,001 +90%
LPL Financial
3
LPL Financial
California
$11.6M +$3.63M +159,271 +45%
KIM
4
Kestra Investment Management
Texas
$11.5M +$11.6M +506,752 New
Osaic Holdings
5
Osaic Holdings
Arizona
$9.69M +$5.87M +257,251 +151%
JP Morgan Chase
6
JP Morgan Chase
New York
$7.87M -$728K -31,902 -8%
PWM
7
Prentice Wealth Management
New York
$7M +$145K +6,338 +2%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.74M +$6.78M +297,380 New
DWM
9
Dynasty Wealth Management
Florida
$5.99M +$200K +8,773 +3%
QWP
10
Quotient Wealth Partners
Texas
$5.86M +$218K +9,549 +4%
TC
11
Trust Company
Kansas
$5.58M +$355K +15,555 +7%
FAM
12
Forte Asset Management
New York
$5.07M -$425K -18,627 -8%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$4.98M +$5.01M +219,470 New
AI
14
Atria Investments
North Carolina
$4.23M +$1.57M +68,599 +58%
BWG
15
Beta Wealth Group
California
$4.07M +$2.11M +92,458 +106%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.43M +$971K +42,580 +39%
Truist Financial
17
Truist Financial
North Carolina
$3.13M -$61.5K -2,694 -2%
IWM
18
IHT Wealth Management
Illinois
$2.57M -$57.1K -2,503 -2%
FFP
19
FourThought Financial Partners
Florida
$2.52M -$66.5K -2,913 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.5M +$325K +14,264 +15%
SAM
21
Secure Asset Management
Michigan
$2.29M -$3.65M -160,017 -61%
OWM
22
Orgel Wealth Management
Wisconsin
$2.16M +$438K +19,187 +25%
Jane Street
23
Jane Street
New York
$1.96M +$93.7K +4,105 +5%
TWM
24
Tolleson Wealth Management
Texas
$1.53M
AAS
25
Avantax Advisory Services
Texas
$1.45M +$567K +24,862 +63%