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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

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+$13.0B
Strategic Equity ManagementNew Position+314K+$7.0B
MONEYWISE, INC.New Position+231K+$5.1B
Ashton Thomas Private Wealth, LLCNew Position+139K+$3.1B
FORTE ASSET MANAGEMENT LLCNew Position+116K+$2.6B
SK Wealth Management, LLCNew Position+88K+$2.0B
Joseph Group Capital ManagementNew Position+70K+$1.5B
IHT Wealth Management, LLCIncreased+85K+$1.5B
MBA Advisors LLCNew Position+45K+$1.0B
Wealth Advisors of Tampa Bay, LLCNew Position+45K+$999.0M
ShoreHaven Wealth Partners, LLCNew Position+34K+$749.0M
Aspen Wealth Management LLCIncreased+33K+$716.4M
Stratos Wealth Partners, LTD.New Position+30K+$661.0M
Elequin Capital, LPIncreased+26K+$572.3M
Kuhn & Co Investment CounselNew Position+24K+$527.0M

SHYM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-6K-$4.8B
Cetera Investment AdvisersDecreased-27K-$3.7B
Prentice Wealth Management LLCDecreased-87K-$2.0B
JPMORGAN CHASE & CODecreased-16K-$1.3B
Private Advisor Group, LLCDecreased-12K-$1.2B
Allworth Financial LPDecreased-2K-$675.6M
Per Stirling Capital Management, LLC.Decreased-21K-$462.4M
Strategic Family Wealth Counselors, L.L.C.Decreased-17K-$390.0M
Farther Finance Advisors, LLCDecreased-10K-$229.3M
Integrated Wealth Concepts LLCClosed Position-10K-$220.5M
TCFG WEALTH MANAGEMENT, LLCClosed Position-9K-$207.0M
AMERIFLEX GROUP, INC.Decreased-9K-$194.6M
Wealthcare Advisory Partners LLCDecreased-8K-$182.3M
Beta Wealth Group, Inc.Decreased-6K-$133.0M
Steward Partners Investment Advisory, LLCDecreased-273-$73.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC588,103$13.0B17.33%Share
2JPMORGAN CHASE & CO355,425$7.0B0.44%Share
3Strategic Equity Management313,634$7.0B2.36%Share
4OSAIC HOLDINGS, INC.274,003$6.0B8.77%Share
5MONEYWISE, INC.231,350$5.1B2.14%Share
6OSAIC HOLDINGS, INC.235,323$5.0B7.31%Share
7Prentice Wealth Management LLC218,787$4.9B1.11%Share
8Aspen Wealth Management LLC190,840$4.2B0.89%Share
9IHT Wealth Management, LLC199,059$4.0B0.10%Share
10Ashton Thomas Private Wealth, LLC138,686$3.1B0.08%Share
11FORTE ASSET MANAGEMENT LLC115,718$2.6B1.17%Share
12SK Wealth Management, LLC88,384$2.0B0.55%Share
13WCG Wealth Advisors LLC83,717$1.9B0.05%Share
14Joseph Group Capital Management69,746$1.5B0.41%Share
15MBA Advisors LLC45,179$1.0B0.40%Share
16Private Advisor Group, LLC85,372$1.0B4.70%Share
17Wealth Advisors of Tampa Bay, LLC45,000$999.0M0.34%Share
18Destiny Wealth Partners, LLC41,185$922.0M0.11%Share
19Rialto Wealth Management, LLC34,616$769.0M0.18%Share
20ShoreHaven Wealth Partners, LLC33,732$749.0M0.27%Share
21Beta Wealth Group, Inc.30,896$686.0M0.28%Share
22Stratos Wealth Partners, LTD.29,749$661.0M7.47%Share
23Elequin Capital, LP28,492$633.0M0.05%Share
24Kuhn & Co Investment Counsel23,720$527.0M0.35%Share
25Vertex Planning Partners, LLC21,699$482.0M0.11%Share
26M Wealth Management, LLC21,200$471.0M0.41%Share
27Per Stirling Capital Management, LLC.19,945$443.0M0.05%Share
28Veracity Capital LLC19,801$439.0M0.13%Share
29Hirtle Callaghan & Co LLC18,150$403.0M0.01%Share
30WealthCare Investment Partners, LLC16,449$365.0M0.11%Share
31Weitzel Financial Services, Inc.16,306$362.0M0.14%Share
32Vawter Financial, Ltd.15,250$338.0M0.14%Share
33Camarda Financial Advisors, LLC15,124$336.0M0.13%Share
34Brookwood Investment Group LLC15,029$333.0M0.04%Share
35CASTLE WEALTH MANAGEMENT LLC13,565$301.0M0.10%Share
36Bowman & Co S.C.12,950$287.0M0.12%Share
37Premier Path Wealth Partners, LLC12,615$280.0M0.04%Share
38Alpha Financial Partners, LLC11,273$250.0M0.15%Share
39Sowell Financial Services LLC10,815$240.0M0.01%Share
40VOISARD ASSET MANAGEMENT GROUP, INC.10,450$232.0M0.05%Share
41Diversified Trust Co10,000$222.0M4.09%Share
42Triad Wealth Partners, LLC9,668$214.0M0.02%Share
43Strategic Family Wealth Counselors, L.L.C.9,050$202.0M0.05%Share
44Wealthcare Advisory Partners LLC9,062$201.0M3.95%Share
45DIVERSIFY WEALTH MANAGEMENT, LLC8,954$200.0M0.01%Share
46JFS WEALTH ADVISORS, LLC8,869$197.0M0.01%Share
47AMERIFLEX GROUP, INC.8,631$191.0M0.10%Share
48PRIVATE TRUST CO NA7,484$166.0M0.01%Share
49N.E.W. Advisory Services LLC6,784$150.0M0.01%Share
50Farther Finance Advisors, LLC5,694$126.0M1.35%Share

SHYM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025134$83.1B+57
Q3 202577$89.0B-20
Q2 202597$135.6B-1
Q1 202598$136.6B+21
Q4 202477$8.8T+24
Q3 202453$34.0T+12
Q2 202441$15.1T+13
Q1 202428$11.8T—

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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 COMMONWEALTH EQUITY SERVICES, LLC with $13.0B in shares. This quarter, 12 institutions opened new positions and 2 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 COMMONWEALTH EQUITY SERVICES, LLC with $13.0B in shares.

Is institutional ownership of SHYM increasing or decreasing?

This quarter, 12 institutions opened new positions in SHYM and 2 closed their positions.