SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

361 hedge funds and large institutions have $2.41B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+18
Holders Change %
+5.25%
% of All Funds
7.83%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.37%
New
53
Increased
100
Reduced
131
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Biltmore Wealth Management
Arizona
$62M
2
Morgan Stanley
2
Morgan Stanley
New York
$93.3M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$11.2M
4
RJA
4
Raymond James & Associates
Florida
$118M
5
UFF
5
USA Financial Formulas
Michigan
$6.49M

Top Sellers

1
EI
1
Ellevest Inc
New York
$9.24M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$89.9M
3
PC
3
Premise Capital
Illinois
$1.5M
4
Bank of America
4
Bank of America
North Carolina
$690M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$4.24M +$4.24M +87,510 New
PA
77
Parkside Advisors
California
$3.88M -$158K -3,258 -4%
BCI
78
Brinker Capital Investments
Pennsylvania
$3.83M -$235K -4,843 -6%
NEAM
79
New England Asset Management
Connecticut
$3.81M – – –
AIM
80
Allen Investment Management
New York
$3.75M – – –
MI
81
Moneywise Inc
Virginia
$3.73M -$191K -3,997 -5%
GA
82
Gateway Advisory
New Jersey
$3.69M -$624K -12,874 -14%
LCM
83
Leisure Capital Management
California
$3.49M -$3.03M – –
JWA
84
JFS Wealth Advisors
Pennsylvania
$3.48M -$3.02M -62,183 -46%
SP
85
Symmetry Partners
Connecticut
$3.44M +$546K +11,260 +19%
CCT
86
Country Club Trust
Missouri
$3.38M +$118K +2,430 +4%
KIM
87
Karpus Investment Management
New York
$3.32M +$72.1K +1,490 +2%
AllianceBernstein
88
AllianceBernstein
Tennessee
$3.31M +$598K +12,340 +22%
MAS
89
Managed Account Services
Florida
$3.24M +$88.3K +1,825 +3%
CFMC
90
Curbstone Financial Management Corp
New Hampshire
$3.2M – – –
Millennium Management
91
Millennium Management
New York
$3.09M -$4.46K -92 -0.1%
GIM
92
Greenwich Investment Management
Connecticut
$3.06M -$320K -6,605 -9%
HW
93
Hancock Whitney
Mississippi
$3M -$1.58M -32,604 -35%
LWA
94
Lenox Wealth Advisors
New York
$2.98M +$35.4K +731 +1%
CC
95
Callan Capital
California
$2.95M – – –
CCWA
96
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.89M -$679K -14,000 -19%
CTA
97
Chesley Taft & Associates
Illinois
$2.67M -$44.9K -925 -2%
CPO
98
Cerity Partners OCIO
New York
$2.56M +$13.9K +286 +0.5%
RFO
99
RiverGlades Family Offices
Florida
$2.46M – – –
HCM
100
Hengehold Capital Management
Ohio
$2.45M -$7.16M -147,761 -75%
2 3
4
5 6