SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

321 hedge funds and large institutions have $2.18B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+44
Holders Change %
+15.88%
% of All Funds
7.29%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.48%
New
68
Increased
111
Reduced
101
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$67.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$111M
3
Bank of America
3
Bank of America
North Carolina
$584M
4
RWP
4
RWA Wealth Partners
Massachusetts
$8.42M
5
SFG
5
Sage Financial Group
Pennsylvania
$9.08M

Top Sellers

1
PL
1
Plancorp LLC
Missouri
$38.2M
2
KIM
2
Karpus Investment Management
New York
$56.6M
3
Jane Street
3
Jane Street
New York
$22.8M
4
UBS Group
4
UBS Group
Switzerland
$56.6M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$3.78M +$3.07M +64,092 +430%
MI
77
Moneywise Inc
Virginia
$3.72M +$119K +2,494 +3%
LCM
78
Leisure Capital Management
California
$3.69M +$311K +6,491 +9%
APCM
79
Alaska Permanent Capital Management
Alaska
$3.45M +$38.6K +805 +1%
ZCA
80
Zeke Capital Advisors
Pennsylvania
$3.21M -$801K -16,725 -20%
CTA
81
Chesley Taft & Associates
Illinois
$3.2M +$232K +4,850 +8%
CSIA
82
Charles Schwab Investment Advisory
California
$3.07M +$3.07M +64,070 New
Millennium Management
83
Millennium Management
New York
$2.95M -$80.8K -1,687 -3%
MAS
84
Managed Account Services
Florida
$2.82M +$362K +7,559 +15%
SP
85
Symmetry Partners
Connecticut
$2.79M +$114K +2,380 +4%
TFA
86
Transamerica Financial Advisors
Florida
$2.78M -$756K -15,783 -21%
CP
87
Corbenic Partners
Pennsylvania
$2.76M -$50.5K -1,054 -2%
CFB
88
Cullen/Frost Bankers
Texas
$2.73M +$67.1K +1,400 +3%
JFGLC
89
Johnson Financial Group LLC (Colorado)
Colorado
$2.66M +$2.66M +55,544 New
AWM
90
Avior Wealth Management
Nebraska
$2.64M +$238K +4,968 +10%
MML Investors Services
91
MML Investors Services
Massachusetts
$2.57M +$691K +14,431 +37%
BFA
92
Bragg Financial Advisors
North Carolina
$2.53M +$460K +9,600 +22%
CWM
93
CMH Wealth Management
New Hampshire
$2.48M +$2.48M +51,700 New
HPC
94
HM Payson & Co
Maine
$2.47M +$54.5K +1,138 +2%
Lazard Asset Management
95
Lazard Asset Management
New York
$2.45M -$2.71M – –
ANTB
96
AMG National Trust Bank
Colorado
$2.39M -$68.4K -1,427 -3%
GLA
97
Great Lakes Advisors
Illinois
$2.36M -$374K -7,815 -14%
SFM
98
Signet Financial Management
New Jersey
$2.35M -$175K -3,655 -7%
PA
99
Pinnacle Associates
New York
$2.32M +$723K +15,095 +45%
FWP
100
FAS Wealth Partners
Kansas
$2.27M +$377K +7,866 +20%
2 3
4
5 6