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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

277 hedge funds and large institutions have $2.18B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

31% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 84

12% more capital invested

Capital invested by funds: $1.95B → $2.18B (+$234M)

5.1% more ownership

Funds ownership: 56.16% → 61.26% (+5.1%)

3% more funds holding

Funds holding: 269 → 277 (+8)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

Holders
277
Holders Change
+8
Holders Change %
+2.97%
% of All Funds
6.91%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.42%
New
28
Increased
110
Reduced
84
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$115M
2
Jane Street
Jane Street
New York
+$41.5M
3
CAM
Caprin Asset Management
Virginia
+$35.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32M
5
Citigroup
Citigroup
New York
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$18.3M
2
RVPG
Relative Value Partners Group
-$17.3M
3
CWM
CMH Wealth Management
New Hampshire
-$5.85M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.43M
5
BTS
BB&T Securities
Virginia
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
226
Two Sigma Securities
New York
$235K +$236K +4,834 New
JIC
227
Johnson Investment Counsel
Ohio
$235K +$236K +4,840 New
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$235K +$236K +4,844 New
IWA
229
Intercontinental Wealth Advisors
Texas
$216K +$217K +4,440 New
IH
230
IFC Holdings
Florida
$212K +$4.29K +88 +2%
ICOA
231
Investment Centers of America
North Dakota
$209K – – –
RMAM
232
Raab & Moskowitz Asset Management
New Jersey
$207K – – –
AW
233
ACG Wealth
Georgia
$207K +$208K +4,260 New
DI
234
Diligent Investors
California
$205K +$205K +4,211 New
QCMC
235
Quantum Capital Management (California)
California
$204K – – –
BC
236
Bartlett & Co
Ohio
$161K – – –
LWCFA
237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K -$177K -3,625 -55%
CPA
238
Clear Perspective Advisors
Illinois
$134K -$19.5K -400 -13%
WT
239
Whittier Trust
California
$134K -$19.4K -397 -13%
GWM
240
Geneos Wealth Management
Colorado
$133K +$30.1K +617 +29%
PWM
241
Perigon Wealth Management
California
$128K -$30.5K -625 -19%
US Bancorp
242
US Bancorp
Minnesota
$126K -$71.5K -1,467 -36%
NFG
243
Next Financial Group
Texas
$111K – – –
WIM
244
Westside Investment Management
California
$103K +$244 +5 +0.2%
BCM
245
Blume Capital Management
California
$100K +$101K +2,063 New
PA
246
Parallel Advisors
California
$96K – – –
TIM
247
Tortoise Investment Management
New York
$91K +$11K +225 +14%
MFT
248
Moisand Fitzgerald Tamayo
Florida
$89K +$89.5K +1,836 New
IWM
249
IHT Wealth Management
Illinois
$72K – – –
AAP
250
Arax Advisory Partners
Colorado
$69K +$146 +3 +0.2%
8 9
10
11 12

SHM Hedge Fund Activity: Q3 2017 in Review

277 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2017, worth a combined $2.18B — up 12% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHM positions and 17 closed out — a net gain of 11 holders — while 110 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $115M. The largest seller was Raymond James & Associates, cutting an estimated $18.3M.

  • 277 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2017, up from 269 in Q2 2017.
  • Funds reported $2.18B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2017 and 17 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2017 was Bank of America, an estimated $115M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2017 was Raymond James & Associates, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2017.