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SHYM

iShares Short Duration High Yield Muni Active ETF

135 hedge funds and large institutions have $207M invested in iShares Short Duration High Yield Muni Active ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

15% more funds holding

Funds holding: 117135 (+18)

2% more capital invested

Capital invested by funds: $203M → $207M (+$3.39M)

4.15% less ownership

Funds ownership: 50.99%46.84% (-4.2%)

Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
59
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.8M +$2.21M +99,340 +12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.1M -$14.7M -658,651 -53%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.3M +$96.4K +4,329 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.3M -$8.28M -371,978 -45%
JP Morgan Chase
5
JP Morgan Chase
New York
$7.94M -$356K -16,010 -4%
SEM
6
Strategic Equity Management
Arizona
$6.97M +$6.98M +313,634 New
QWP
7
Quotient Wealth Partners
Texas
$6.52M +$501K +22,517 +8%
TC
8
Trust Company
Kansas
$6.28M +$453K +20,353 +8%
DWM
9
Dynasty Wealth Management
Florida
$6.12M +$45.2K +2,032 +0.7%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.03M +$2.96M +132,919 +96%
MI
11
Moneywise Inc
Virginia
$5.14M +$5.15M +231,350 New
PWM
12
Prentice Wealth Management
New York
$4.86M -$1.93M -86,690 -28%
Jane Street
13
Jane Street
New York
$4.71M +$2.94M +132,164 +166%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.67M -$141K -6,332 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.59M +$105K +4,730 +2%
IWM
16
IHT Wealth Management
Illinois
$4.42M +$1.89M +84,996 +75%
HSG
17
Helen Stephens Group
Texas
$4.24M +$737K +33,115 +21%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.9M +$453K +20,327 +13%
ARG
19
Advisory Resource Group
Oklahoma
$3.12M +$173K +7,759 +6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.11M -$591K -26,528 -16%
ATPW
21
Ashton Thomas Private Wealth
Arizona
$3.08M +$961K +43,147 +45%
EWP
22
Evergreen Wealth Partners
Montana
$2.73M +$2.73M +122,837 New
FAM
23
Forte Asset Management
New York
$2.57M +$1.16K +52 +0%
FFP
24
FourThought Financial Partners
Florida
$2.36M +$10.6K +474 +0.4%
CAL
25
Capital Analysts LLC
Pennsylvania
$2.34M +$97K +4,358 +4%

SHYM Hedge Fund Activity: Q4 2025 in Review

135 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Short Duration High Yield Muni Active ETF (SHYM) for Q4 2025, worth a combined $207M — up 1.7% from $203M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHYM positions and 13 closed out — a net gain of 18 holders — while 59 added to existing stakes and 28 trimmed.

The largest buyer was Strategic Equity Management, opening a new position worth an estimated $6.98M. The largest seller was Commonwealth Equity Services, cutting an estimated $14.7M.

  • 135 institutional investors held iShares Short Duration High Yield Muni Active ETF (SHYM) as of Q4 2025, up from 117 in Q3 2025.
  • Funds reported $207M of iShares Short Duration High Yield Muni Active ETF stock for Q4 2025, up 1.7% quarter-over-quarter.
  • 31 funds opened new iShares Short Duration High Yield Muni Active ETF positions in Q4 2025 and 13 closed out, a net change of +18 holders.
  • The largest iShares Short Duration High Yield Muni Active ETF buyer in Q4 2025 was Strategic Equity Management, an estimated $6.98M added.
  • The largest iShares Short Duration High Yield Muni Active ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2025.