We are live on ! Find out more
SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

117 hedge funds and large institutions have $203M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

11% more funds holding

Funds holding: 105 → 117 (+12)

3% more capital invested

Capital invested by funds: $197M → $203M (+$6.27M)

4.69% less ownership

Funds ownership: 55.68% → 50.99% (-4.7%)

Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
49
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.69M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.33M
3
LPL Financial
LPL Financial
California
+$2.21M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.93M
5
CAL
Capital Analysts LLC
Pennsylvania
+$1.85M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$10.3M
2
Jane Street
Jane Street
New York
-$2.85M
3
OWM
Orgel Wealth Management
Wisconsin
-$2.13M
4
FAM
Forte Asset Management
New York
-$1.87M
5
BWG
Beta Wealth Group
California
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$27.9M -$1.15M -52,143 -4%
LPL Financial
2
LPL Financial
California
$18.7M +$2.21M +100,000 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.6M +$1.57M +70,687 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.3M +$3.33M +150,253 +42%
KIM
5
Kestra Investment Management
Texas
$11M -$10.3M -467,056 -49%
JP Morgan Chase
6
JP Morgan Chase
New York
$8.34M +$1.15M +52,058 +16%
PWM
7
Prentice Wealth Management
New York
$6.82M -$258K -11,660 -4%
DWM
8
Dynasty Wealth Management
Florida
$6.11M +$230K +10,366 +4%
QWP
9
Quotient Wealth Partners
Texas
$6.06M +$247K +11,163 +4%
TC
10
Trust Company
Kansas
$5.86M +$1.23M +55,327 +27%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.84M -$1.01M -45,772 -17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.51M +$465K +20,981 +12%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.72M +$3.69M +166,585 New
HSG
14
Helen Stephens Group
Texas
$3.52M +$1.25M +56,372 +56%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.47M +$1.93M +87,354 +129%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.09M +$232K +10,483 +8%
ARG
17
Advisory Resource Group
Oklahoma
$2.96M -$137K -6,202 -4%
FAM
18
Forte Asset Management
New York
$2.58M -$1.87M -84,215 -42%
IWM
19
IHT Wealth Management
Illinois
$2.55M +$89.9K +4,058 +4%
Truist Financial
20
Truist Financial
North Carolina
$2.54M -$215K -9,720 -8%
FFP
21
FourThought Financial Partners
Florida
$2.36M -$158K -7,143 -6%
CAL
22
Capital Analysts LLC
Pennsylvania
$2.26M +$1.85M +83,507 +477%
PAG
23
Private Advisor Group
New Jersey
$2.18M +$363K +16,397 +20%
ATPW
24
Ashton Thomas Private Wealth
Arizona
$2.13M +$1.04M +47,083 +97%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.89M +$1.58M +71,191 +517%
1
2 3 4 5