Who Owns SHYM?
iShares Short Duration High Yield Muni Active ETF — Institutional Ownership & 13F Holdings
$22.21
-0.02 (-0.09%)
Market Cap
$397.4M
Shares Outstanding
17,801,199
Institutional Holders
98
Total Inst. Value
$100.4M
% of Float Held
—
QoQ Holder Change
+70
Institutional data as of Q1 2025
New Positions
36
Closed Positions
15
Increased
27
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $9.7M | 427,470 |
| 2 | Kestra Investment Management, LLCNew | $9.2M | 506,752 |
| 3 | JPMORGAN CHASE & CO | $7.9M | 347,216 |
| 4 | Prentice Wealth Management LLCNew | $7.0M | 308,971 |
| 5 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLCNew | $6.7M | 297,380 |
| 6 | Trust Co | $5.6M | 246,135 |
| 7 | FORTE ASSET MANAGEMENT LLCNew | $5.1M | 223,831 |
| 8 | Beta Wealth Group, Inc.New | $4.1M | 179,439 |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.4M | 151,132 |
| 10 | TRUIST FINANCIAL CORP | $3.1M | 138,156 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +341K | $9.7M |
| Kestra Investment Management, LLCNew | +507K | $9.2M |
| Prentice Wealth Management LLCNew | +309K | $7.0M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLCNew | +297K | $6.7M |
| Trust Co | +16K | $5.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Secure Asset Management, LLC | -160K | $2.3M |
| FLOW TRADERS U.S. LLC | -38K | $274K |
| JPMORGAN CHASE & CO | -32K | $7.9M |
| Vestmark Advisory Solutions, Inc. | -23K | $575K |
| FourThought Financial Partners, LLC | -3K | $2.5M |
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Frequently Asked Questions
How many institutional investors hold SHYM?
As of Q1 2025, 98 institutional investors report holding SHYM (iShares Short Duration High Yield Muni Active ETF) in their 13F filings.
Which hedge fund owns the most SHYM?
The largest institutional holder of SHYM is OSAIC HOLDINGS, INC. with $9.7M in shares.
Are institutions buying or selling SHYM?
This quarter, 36 institutions opened new positions in SHYM and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.