SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

444 hedge funds and large institutions have $3.95B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
-26
Holders Change %
-5.53%
% of All Funds
7.68%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
49
Increased
129
Reduced
181
Closed
67
Calls
$281K
Puts
–
Net Calls
+$281K
Net Calls Change
+$281K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$71.5M
2
Wells Fargo
Wells Fargo
California
$226M
3
Goldman Sachs
Goldman Sachs
New York
$240M
4
UCFA
United Capital Financial Advisors
Texas
$181M
5
SHJ
Sharkey, Howes & Javer
Colorado
$15.6M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$8.29M
2
Bank of America
Bank of America
North Carolina
$773M
3
Morgan Stanley
Morgan Stanley
New York
$365M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$88.7M
5
B
Bailard
California
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
51
CX Institutional
Indiana
$8.12M -$2.69M -58,414 -25%
IWMA
52
Ironwood Wealth Management (Arizona)
Arizona
$8.02M – – –
LCM
53
Leisure Capital Management
California
$7.51M -$1.21M -26,192 -14%
AFS
54
Axiom Financial Strategies
Indiana
$7.49M +$3.58M +77,736 +92%
PI
55
Parkside Investments
Illinois
$7.13M -$4.88M -105,963 -41%
M&T Bank
56
M&T Bank
New York
$6.96M -$463K -10,045 -6%
BFA
57
Beaumont Financial Advisors
Massachusetts
$6.83M -$402K -8,715 -6%
KIM
58
Karpus Investment Management
New York
$6.8M -$271K -5,880 -4%
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$6.53M -$241K -5,225 -4%
SP
60
Symmetry Partners
Connecticut
$6.36M +$342K +7,427 +6%
AC
61
Apella Capital
Connecticut
$5.81M +$1.84M +39,893 +46%
AssetMark Inc
62
AssetMark Inc
California
$5.78M +$1.86M +40,390 +48%
Charles Schwab
63
Charles Schwab
California
$5.76M -$111K -2,404 -2%
HAIM
64
Hunter Associates Investment Management
Pennsylvania
$5.75M – – –
JFGLC
65
Johnson Financial Group LLC (Colorado)
Colorado
$5.16M +$4.76M +103,227 +1,174%
BSW
66
Buckingham Strategic Wealth
Missouri
$4.98M -$1.27M -27,615 -20%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$4.96M -$209K -4,531 -4%
ACM
68
AUA Capital Management
Pennsylvania
$4.91M -$393K -8,529 -7%
CAL
69
Capital Analysts LLC
Pennsylvania
$4.8M +$95.5K +2,072 +2%
AWA
70
Aaron Wealth Advisors
Illinois
$4.72M – – –
JIR
71
James Investment Research
Ohio
$4.65M +$715K +15,517 +18%
AWA
72
Aquire Wealth Advisors
Utah
$4.65M -$29.8K -647 -0.6%
BWA
73
BDO Wealth Advisors
Florida
$4.64M -$2.38M -51,584 -34%
MPM
74
Meritage Portfolio Management
Kansas
$4.56M -$553K -11,996 -11%
BCI
75
Brinker Capital Investments
Pennsylvania
$4.55M -$706K -15,329 -13%
1 2
3
4 5