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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

468 hedge funds and large institutions have $4.66B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 143 increasing their positions, 147 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

8% more funds holding

Funds holding: 433 → 468 (+35)

5% more capital invested

Capital invested by funds: $4.43B → $4.66B (+$231M)

1.74% more ownership

Funds ownership: 87.69% → 89.43% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 147

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
468
Holders Change
+35
Holders Change %
+8.08%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
75
Increased
143
Reduced
147
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$85.6M
2
B
Bailard
California
+$41.9M
3
Goldman Sachs
Goldman Sachs
New York
+$29.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.8M
5
EVM
Eaton Vance Management
Massachusetts
+$25.3M

Top Sellers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
-$16.7M
2
HCM
Hengehold Capital Management
Ohio
-$12.2M
3
APW
Aurora Private Wealth
New Jersey
-$9M
4
EH
Equitable Holdings
New York
-$7.07M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
426
Franklin Resources
California
$49K – – –
JWA
427
JFS Wealth Advisors
Pennsylvania
$49K – – –
TWA
428
TCI Wealth Advisors
Arizona
$45K -$1.68K -34 -4%
LB
429
Legacy Bridge
Iowa
$42K – – –
CA
430
CoreCap Advisors
Michigan
$40K +$39.8K +807 New
AWM
431
AllSquare Wealth Management
New York
$39K – – –
BAM
432
Bellevue Asset Management
Washington
$39K – – –
BA
433
Ballast Advisors
Minnesota
$37K – – –
TFA
434
Transamerica Financial Advisors
Florida
$34K -$99 -2 -0.3%
JFA
435
JNBA Financial Advisors
Minnesota
$33K +$32.6K +661 New
GI
436
Gradient Investments
Minnesota
$32K – – –
MHR
437
Matthew Hamilton Rosenberg
$31K – – –
BFC
438
Bedel Financial Consulting
Indiana
$30K – – –
PWMG
439
Prestige Wealth Management Group
New Jersey
$30K – – –
IBOK
440
Independence Bank of Kentucky
Kentucky
$27K – – –
SPWG
441
Sage Private Wealth Group
Illinois
$26K – – –
CIAS
442
Capital Investment Advisory Services
North Carolina
$25K – – –
FF
443
FourThought Financial
Florida
$25K +$99 +2 +0.4%
EWM
444
Evermay Wealth Management
Virginia
$25K +$25K +508 New
CWC
445
Carolinas Wealth Consulting
North Carolina
$24K – – –
US Bancorp
446
US Bancorp
Minnesota
$22K -$71.2K -1,445 -76%
FRA
447
Front Row Advisors
California
$21K – – –
ME
448
McIlrath & Eck
Washington
$21K – – –
VNA
449
Valley National Advisers
Pennsylvania
$21K – – –
ODG
450
O'Dell Group
Ohio
$20K -$20K -405 -50%
16 17
18
19 20

SHM Hedge Fund Activity: Q4 2021 in Review

468 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q4 2021, worth a combined $4.66B — up 5.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SHM positions and 31 closed out — a net gain of 44 holders — while 143 added to existing stakes and 147 trimmed.

The largest buyer was Jane Street, adding an estimated $85.6M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $16.7M sold.

  • 468 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q4 2021, up from 433 in Q3 2021.
  • Funds reported $4.66B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q4 2021, up 5.2% quarter-over-quarter.
  • 75 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q4 2021 and 31 closed out, a net change of +44 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q4 2021 was Jane Street, an estimated $85.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q4 2021 was L.J. Altfest & Co, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2021.