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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
MM
451
Main Management
California
$18K +$17.6K +358 New
RFWA
452
RPg Family Wealth Advisory
Massachusetts
$17.2K – – –
AF
453
Advisornet Financial
Minnesota
$16K +$15.9K +322 New
TC
454
Trust Company
Kansas
$15K – – –
BWL
455
Bogart Wealth LLC
Virginia
$15K +$14.7K +298 New
OAJ
456
Ogorek Anthony Joseph
New York
$13K – – –
VNIM
457
Vaughan Nelson Investment Management
Texas
$12K – – –
NFG
458
Next Financial Group
Texas
$11K +$5.03K +102 +80%
CFD
459
Creative Financial Designs
Indiana
$10K – – –
PCA
460
Providence Capital Advisors
North Carolina
$8K -$16.8K -342 -67%
LS
461
Leelyn Smith
Illinois
$8K -$394 -8 -5%
NSIM
462
North Star Investment Management
Illinois
$8K +$8.23K +167 New
APC
463
Aspire Private Capital
North Carolina
$7K – – –
MAM
464
Meeder Asset Management
Ohio
$6K – – –
CHA
465
Carmichael Hill & Associates
Maryland
$4K – – –
MSFP
466
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
NFSG
467
Newbridge Financial Services Group
Florida
$3K – – –
S
468
SignatureFD
Georgia
$2K +$49 +1 +3%
WIM
469
Westside Investment Management
California
$1.98K +$5.71K +116 +0.3%
Qube Research & Technologies (QRT)
470
Qube Research & Technologies (QRT)
United Kingdom
$1K – – –
SCA
471
Stonebridge Capital Advisors
Minnesota
$1K – – –
FFG
472
Ford Financial Group
California
$12 +$12.3K +250 New
LJAC
473
L.J. Altfest & Co
New York
– -$16.7M -338,263 Closed
EH
474
Equitable Holdings
New York
– -$7.07M -143,061 Closed
XF
475
XML Financial
Maryland
– -$4.61M -93,247 Closed
17 18
19
20 21

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.