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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
MIAN
476
Mariner Independent Advisor Network
Kansas
– -$2.6M -52,666 Closed
OAP
477
One Advisory Partners
Kansas
– -$1.51M -30,560 Closed
NPT
478
Nixon Peabody Trust
Massachusetts
– -$766K -15,500 Closed
OAM
479
Occidental Asset Management
California
– -$637K -12,900 Closed
LBC
480
Lowe Brockenbrough & Co
Virginia
– -$593K -12,000 Closed
TCA
481
Transcend Capital Advisors
New Jersey
– -$525K -10,660 Closed
PWM
482
Paulson Wealth Management
Illinois
– -$519K -10,507 Closed
OWA
483
One Wealth Advisors
California
– -$479K -9,703 Closed
SWA
484
Stratos Wealth Advisors
Ohio
– -$421K -8,514 Closed
LWM
485
Laidlaw Wealth Management
New York
– -$354K -7,173 Closed
HFA
486
High Falls Advisors
New York
– -$318K -6,429 Closed
BWM
487
Birchcreek Wealth Management
Ohio
– -$313K -6,334 Closed
NL
488
NWAM LLC
Washington
– -$251K -5,075 Closed
WA
489
Wealth Alliance
New York
– -$207K -4,185 Closed
GRP
490
Global Retirement Partners
California
– -$74K -1,500 Closed
CFA
491
Cahill Financial Advisors
Minnesota
– -$65K -1,312 Closed
BC
492
Bartlett & Co
Ohio
– -$45K -915 Closed
BCWM
493
Bartlett & Co Wealth Management
Ohio
– -$45.2K -915 Closed
KIG
494
Kowal Investment Group
Wisconsin
– -$16K -318 Closed
SFP
495
Sterling Financial Planning
New Jersey
– -$15K -302 Closed
JPLA
496
Joseph P. Lucia & Associates
New York
– -$15K -300 Closed
CDIA
497
Capital Directions Investment Advisors
Georgia
– -$8K -153 Closed
FMII
498
Farmers & Merchants Investments Inc
Nebraska
– -$7K -148 Closed
JCM
499
Jacobi Capital Management
Pennsylvania
– -$6K -130 Closed
AWA
500
Arkadios Wealth Advisors
Georgia
– -$5K -107 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.