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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

277 hedge funds and large institutions have $2.18B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

31% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 84

12% more capital invested

Capital invested by funds: $1.95B → $2.18B (+$234M)

5.1% more ownership

Funds ownership: 56.16% → 61.26% (+5.1%)

3% more funds holding

Funds holding: 269 → 277 (+8)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

Holders
277
Holders Change
+8
Holders Change %
+2.97%
% of All Funds
6.91%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.42%
New
28
Increased
110
Reduced
84
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$115M
2
Jane Street
Jane Street
New York
+$41.5M
3
CAM
Caprin Asset Management
Virginia
+$35.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32M
5
Citigroup
Citigroup
New York
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$18.3M
2
RVPG
Relative Value Partners Group
-$17.3M
3
CWM
CMH Wealth Management
New Hampshire
-$5.85M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.43M
5
BTS
BB&T Securities
Virginia
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
76
Symmetry Partners
Connecticut
$2.71M -$195K -4,009 -7%
CFB
77
Cullen/Frost Bankers
Texas
$2.7M -$78.3K -1,605 -3%
PAG
78
Private Advisor Group
New Jersey
$2.61M +$122K +2,505 +5%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.6M +$325K +6,663 +14%
SFM
80
Signet Financial Management
New Jersey
$2.56M +$63.1K +1,295 +3%
AB
81
AT Bancorp
Iowa
$2.56M -$12.2K -250 -0.5%
ANTB
82
AMG National Trust Bank
Colorado
$2.49M -$21.9K -450 -0.9%
MAS
83
Managed Account Services
Florida
$2.49M +$242K +4,953 +11%
HPC
84
HM Payson & Co
Maine
$2.45M -$111K -2,272 -4%
AWM
85
Avior Wealth Management
Nebraska
$2.44M +$261K +5,349 +12%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$2.39M -$313K -6,426 -12%
AllianceBernstein
87
AllianceBernstein
Tennessee
$2.32M -$176K -3,618 -7%
SIM
88
Sadoff Investment Management
Wisconsin
$2.27M +$2.28M +46,725 New
FAAS
89
First Allied Advisory Services
California
$2.18M +$81.4K +1,669 +4%
IWMA
90
Ironwood Wealth Management (Arizona)
Arizona
$2.18M +$2.19M +44,818 New
BFA
91
Bragg Financial Advisors
North Carolina
$2.1M +$863K +17,700 +69%
AP
92
Advisors Preferred
Maryland
$2.1M +$295K +6,050 +16%
CA
93
Continuum Advisory
Idaho
$1.98M +$979K +20,074 +97%
OMC
94
Old Mission Capital
Illinois
$1.96M +$1.22M +24,975 +162%
LWA
95
Lenox Wealth Advisors
New York
$1.95M +$206K +4,233 +12%
FWP
96
FAS Wealth Partners
Kansas
$1.93M +$148K +3,039 +8%
AT
97
Arden Trust
Delaware
$1.91M -$110K -2,250 -5%
MML Investors Services
98
MML Investors Services
Massachusetts
$1.91M +$338K +6,937 +21%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$1.9M +$275K +5,640 +17%
AIM
100
Allen Investment Management
New York
$1.79M – – –
2 3
4
5 6

SHM Hedge Fund Activity: Q3 2017 in Review

277 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2017, worth a combined $2.18B — up 12% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHM positions and 17 closed out — a net gain of 11 holders — while 110 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $115M. The largest seller was Raymond James & Associates, cutting an estimated $18.3M.

  • 277 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2017, up from 269 in Q2 2017.
  • Funds reported $2.18B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2017 and 17 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2017 was Bank of America, an estimated $115M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2017 was Raymond James & Associates, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2017.