SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

321 hedge funds and large institutions have $2.18B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+44
Holders Change %
+15.88%
% of All Funds
7.29%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.48%
New
68
Increased
111
Reduced
101
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$67.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$111M
3
Bank of America
3
Bank of America
North Carolina
$584M
4
RWP
4
RWA Wealth Partners
Massachusetts
$8.42M
5
SFG
5
Sage Financial Group
Pennsylvania
$9.08M

Top Sellers

1
PL
1
Plancorp LLC
Missouri
$38.2M
2
KIM
2
Karpus Investment Management
New York
$56.6M
3
Jane Street
3
Jane Street
New York
$22.8M
4
UBS Group
4
UBS Group
Switzerland
$56.6M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
301
McIlrath & Eck
Washington
$20K +$20K +427 New
RFWA
302
RPg Family Wealth Advisory
Massachusetts
$16.8K – – –
MA
303
MUFG Americas
New York
$16K +$16K +325 New
AOWM
304
Alpha Omega Wealth Management
Virginia
$15K – – –
OC
305
Oakworth Capital
Alabama
$14K – – –
JCM
306
Jacobi Capital Management
Pennsylvania
$12K – – –
AIP
307
Ameritas Investment Partners
Nebraska
$11K – – –
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$10K – – –
AF
309
Advisornet Financial
Minnesota
$10K +$10K +200 New
Northern Trust
310
Northern Trust
Illinois
$10K +$10K +20,993 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$7K -$23.9K -471 -77%
EWM
312
Evercore Wealth Management
New York
$7K – – –
FGC
313
Financial Gravity Companies
Texas
$7K +$7K +140 New
BWM
314
Baystate Wealth Management
Massachusetts
$6K +$6K +127 New
AA
315
Advisory Alpha
Michigan
$5K +$5K +99 New
GEA
316
Glen Eagle Advisors
New Jersey
$4.65K – – –
IAS
317
INR Advisory Services
Pennsylvania
$4K – – –
WB
318
Webster Bank
Connecticut
$4K – – –
MFT
319
Moisand Fitzgerald Tamayo
Florida
$2K -$70K -1,785 -97%
CHP
320
Cable Hill Partners
Oregon
$1K -$5.06K -91 -83%
PCG
321
Private Capital Group
Connecticut
$114 +$114 +2,717 New
OMC
322
Old Mission Capital
Illinois
– -$1.96M -40,360 Closed
AIM
323
Allen Investment Management
New York
– -$1.79M -36,816 Closed
DADC
324
D.A. Davidson & Co
Montana
– -$1.28M -26,341 Closed
T. Rowe Price Associates
325
T. Rowe Price Associates
Maryland
– -$851K -17,500 Closed
10 11 12
13
14