Who Owns iShares Short Duration High Yield Muni Active ETF (SHYM)?Hedge Fund & Institutional Holders

$22.18+0.06 (+0.25%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.0000130001000067e+184T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$21.16$21.67$22.18$22.68$23.19Feb 25Aug 25Mar 26

SHYM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+588K+$13.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+462K+$10.0M
Strategic Equity ManagementNew Position+314K+$7.0M
Dynasty Wealth Management, LLCNew Position+275K+$6.0M
MONEYWISE, INC.New Position+231K+$5.1M
Advisory Resource GroupNew Position+140K+$3.1M
Ashton Thomas Private Wealth, LLCNew Position+139K+$3.1M
Evergreen Wealth Partners LLCNew Position+123K+$2.7M
FORTE ASSET MANAGEMENT LLCNew Position+116K+$2.6M
SK Wealth Management, LLCNew Position+88K+$2.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+75K+$1.7M
DeLarme Wealth Management, Inc.New Position+72K+$1.6M
Joseph Group Capital ManagementNew Position+70K+$1.5M
TRUIST FINANCIAL CORPNew Position+67K+$1.5M
COFG Advisors, LLCNew Position+60K+$1.3M

SHYM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kestra Investment Management, LLCClosed Position-493K-$11.0B
JPMORGAN CHASE & CODecreased-16K-$8.3B
Prentice Wealth Management LLCDecreased-87K-$6.8B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-6K-$4.8B
Cetera Investment AdvisersDecreased-27K-$3.7B
Private Advisor Group, LLCDecreased-12K-$2.2B
Diversify Advisory Services, LLCDecreased-1K-$1.6B
Focus Partners Advisor Solutions, LLCDecreased-32K-$1.2B
Per Stirling Capital Management, LLC.Decreased-21K-$905.0M
Beta Wealth Group, Inc.Decreased-6K-$818.3M
Allworth Financial LPDecreased-2K-$675.6M
Strategic Family Wealth Counselors, L.L.C.Decreased-17K-$591.8M
Vertex Planning Partners, LLCDecreased-347-$492.0M
AMERIFLEX GROUP, INC.Decreased-9K-$385.4M
Wealthcare Advisory Partners LLCDecreased-8K-$383.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC935,025$20.0M0.01%Share
2COMMONWEALTH EQUITY SERVICES, LLC588,103$13.0M0.02%Share
3ENVESTNET ASSET MANAGEMENT INC462,105$10.0M0.00%Share
4JPMORGAN CHASE & CO355,425$7.0M0.00%Share
5Strategic Equity Management313,634$7.0M2.36%Share
6Quotient Wealth Partners, LLC293,566$6.5M0.17%Share
7Trust Co282,487$6.3M0.59%Share
8OSAIC HOLDINGS, INC.274,003$6.0M0.01%Share
9HighTower Advisors, LLC271,230$6.0M0.01%Share
10Dynasty Wealth Management, LLC275,461$6.0M0.06%Share
11MONEYWISE, INC.231,350$5.1M2.14%Share
12OSAIC HOLDINGS, INC.235,323$5.0M0.01%Share
13Prentice Wealth Management LLC218,787$4.9M1.11%Share
14CLIFTONLARSONALLEN WEALTH ADVISORS, LLC210,267$4.7M0.07%Share
15Aspen Wealth Management LLC190,840$4.2M0.89%Share
16JANE STREET GROUP, LLC211,902$4.0M0.00%Share
17Cambridge Investment Research Advisors, Inc.206,499$4.0M0.01%Share
18IHT Wealth Management, LLC199,059$4.0M0.10%Share
19Advisory Resource Group140,258$3.1M0.55%Share
20Ashton Thomas Private Wealth, LLC138,686$3.1M0.08%Share
21Cetera Investment Advisers140,057$3.0M0.00%Share
22MML INVESTORS SERVICES, LLC175,560$3.0M0.01%Share
23Evergreen Wealth Partners LLC122,837$2.7M2.30%Share
24FORTE ASSET MANAGEMENT LLC115,718$2.6M1.17%Share
25FourThought Financial Partners, LLC106,073$2.0M0.17%Share
26SK Wealth Management, LLC88,384$2.0M0.55%Share
27WCG Wealth Advisors LLC83,717$1.9M0.05%Share
28Keebeck Wealth Management80,640$1.8M0.21%Share
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC74,538$1.7M0.00%Share
30DeLarme Wealth Management, Inc.71,816$1.6M1.13%Share
31Ausdal Financial Partners, Inc.71,470$1.6M0.07%Share
32Diversify Advisory Services, LLC69,555$1.6M0.05%Share
33Joseph Group Capital Management69,746$1.5M0.41%Share
34TRUIST FINANCIAL CORP66,509$1.5M0.00%Share
35Tolleson Wealth Management, Inc.65,600$1.5M0.21%Share
36COFG Advisors, LLC60,085$1.3M0.33%Share
37Canal Capital Management, LLC55,123$1.2M0.17%Share
38C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors47,232$1.0M0.06%Share
39World Investment Advisors45,452$1.0M0.02%Share
40MBA Advisors LLC45,179$1.0M0.40%Share
41Private Advisor Group, LLC85,372$1.0M0.00%Share
42Wealth Advisors of Tampa Bay, LLC45,000$999K0.34%Share
43Destiny Wealth Partners, LLC41,185$922K0.11%Share
44Financial Engines Advisors L.L.C.40,535$900K0.00%Share
45Rialto Wealth Management, LLC34,616$769K0.18%Share
46ShoreHaven Wealth Partners, LLC33,732$749K0.27%Share
47Objective Capital Management, LLC32,257$716K0.73%Share
48HARBOUR INVESTMENTS, INC.31,519$700K0.01%Share
49Beta Wealth Group, Inc.30,896$686K0.28%Share
50Stratos Wealth Partners, LTD.29,749$661K0.01%Share

SHYM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025134$189.2M+57
Q3 202577$120.3B-21
Q2 202598$138.8B+0
Q1 202598$144.7B+19
Q4 202479$9.4T+26
Q3 202453$50.3T+11
Q2 202442$26.4T+14
Q1 202428$15.1T—

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As of Q4 2025, 50 institutional investors hold SHYM (iShares Short Duration High Yield Muni Active ETF). The largest holder is LPL Financial LLC with $20.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SHYM?

As of Q4 2025, 50 institutional investors report holding SHYM (iShares Short Duration High Yield Muni Active ETF) in their 13F filings.

Who is the largest institutional holder of SHYM?

The largest institutional holder of SHYM is LPL Financial LLC with $20.0M in shares.

Is institutional ownership of SHYM increasing or decreasing?

This quarter, 15 institutions opened new positions in SHYM and 1 closed their positions.