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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

426 hedge funds and large institutions have $3.99B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 115

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

6% more capital invested

Capital invested by funds: $3.75B → $3.99B (+$235M)

2% more funds holding

Funds holding: 417 → 426 (+9)

0.78% more ownership

Funds ownership: 85.38% → 86.15% (+0.78%)

Holders
426
Holders Change
+9
Holders Change %
+2.16%
% of All Funds
7.48%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
51
Increased
172
Reduced
115
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$64.6M
2
Goldman Sachs
Goldman Sachs
New York
+$37.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
4
Morgan Stanley
Morgan Stanley
New York
+$31.1M
5
KIM
Karpus Investment Management
New York
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$18M
2
Jane Street
Jane Street
New York
-$15M
3
AWA
Alaska Wealth Advisors
Alaska
-$13.4M
4
RJA
Raymond James & Associates
Florida
-$10.3M
5
Truist Financial
Truist Financial
North Carolina
-$6.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
376
Blume Capital Management
California
$67K – – –
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$66K – – –
TCM
378
TD Capital Management
Tennessee
$66K – – –
S
379
SignatureFD
Georgia
$64K – – –
BAMG
380
Brand Asset Management Group
Missouri
$63K – – –
DAM
381
Delta Asset Management
Tennessee
$62K – – –
OC
382
Oakworth Capital
Alabama
$61K +$44K +885 +257%
QCG
383
Quadrant Capital Group
Ohio
$56K – – –
AA
384
AlphaMark Advisors
Kentucky
$50K – – –
BC
385
Bartlett & Co
Ohio
$50K – – –
Franklin Resources
386
Franklin Resources
California
$50K – – –
JWA
387
JFS Wealth Advisors
Pennsylvania
$50K – – –
BCWM
388
Bartlett & Co Wealth Management
Ohio
$49.6K – – –
CA
389
Crewe Advisors
Utah
$47K +$47.2K +950 New
GI
390
Gradient Investments
Minnesota
$45K – – –
TWA
391
TCI Wealth Advisors
Arizona
$45K – – –
RWB
392
RMR Wealth Builders
New Jersey
$42K – – –
AWM
393
AllSquare Wealth Management
New York
$40K – – –
BAM
394
Bellevue Asset Management
Washington
$40K – – –
BA
395
Ballast Advisors
Minnesota
$37K – – –
SFS
396
Sowell Financial Services
Arkansas
$36K +$35.8K +721 New
TFA
397
Transamerica Financial Advisors
Florida
$33K +$1.54K +31 +5%
MHR
398
Matthew Hamilton Rosenberg
$32K -$26.7K -538 -46%
PWMG
399
Prestige Wealth Management Group
New Jersey
$30K – – –
US Bancorp
400
US Bancorp
Minnesota
$29K +$1.19K +24 +4%
14 15
16
17 18

SHM Hedge Fund Activity: Q1 2021 in Review

426 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2021, worth a combined $3.99B — up 6.3% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SHM positions and 36 closed out — a net gain of 15 holders — while 172 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $64.6M. The largest seller was Relative Value Partners Group, cutting an estimated $18M.

  • 426 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2021, up from 417 in Q4 2020.
  • Funds reported $3.99B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2021, up 6.3% quarter-over-quarter.
  • 51 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2021 and 36 closed out, a net change of +15 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2021 was Bank of America, an estimated $64.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2021 was Relative Value Partners Group, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2021.