SHYM

iShares Short Duration High Yield Muni Active ETF

104 hedge funds and large institutions have $193M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
37
Reduced
28
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29M +$1.35M +60,368 +5%
KIM
2
Kestra Investment Management
Texas
$21.6M +$10.2M +453,124 +89%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M +$1.22M +54,528 +8%
LPL Financial
4
LPL Financial
California
$16.4M +$5.02M +224,953 +44%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.17M -$577K -25,864 -7%
PWM
6
Prentice Wealth Management
New York
$7.08M +$182K +8,166 +3%
DWM
7
Dynasty Wealth Management
Florida
$5.87M -$24.4K -1,092 -0.4%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.85M -$781K -35,009 -12%
QWP
9
Quotient Wealth Partners
Texas
$5.8M +$26.3K +1,181 +0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.13M -$4.49M -199,550 -47%
Jane Street
11
Jane Street
New York
$4.65M +$2.73M +122,290 +142%
TC
12
Trust Company
Kansas
$4.61M -$877K -39,328 -16%
FAM
13
Forte Asset Management
New York
$4.46M -$534K -23,950 -11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.03M +$662K +29,656 +20%
ARG
15
Advisory Resource Group
Oklahoma
$3.09M +$3.09M +138,701 New
HighTower Advisors
16
HighTower Advisors
Illinois
$2.85M +$390K +17,483 +16%
Truist Financial
17
Truist Financial
North Carolina
$2.76M -$327K -14,655 -11%
FFP
18
FourThought Financial Partners
Florida
$2.52M +$33.9K +1,520 +1%
BWG
19
Beta Wealth Group
California
$2.49M -$1.51M -67,835 -38%
IWM
20
IHT Wealth Management
Illinois
$2.45M -$75K -3,360 -3%
HSG
21
Helen Stephens Group
Texas
$2.26M +$859K +38,519 +61%
OWM
22
Orgel Wealth Management
Wisconsin
$2.13M +$335 +15 +0%
PAG
23
Private Advisor Group
New Jersey
$1.81M +$1.31M +58,678 +259%
EC
24
Elequin Capital
New York
$1.71M +$1.1M +49,202 +179%
Goldman Sachs
25
Goldman Sachs
New York
$1.66M +$1.66M +74,364 New