SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

354 hedge funds and large institutions have $2.52B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-7
Holders Change %
-1.94%
% of All Funds
7.7%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.2%
New
28
Increased
127
Reduced
119
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$14.3M
3
Bank of America
Bank of America
North Carolina
+$14M
4
Morgan Stanley
Morgan Stanley
New York
+$11.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.7M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
-$13.2M
2
EI
Ellevest Inc
New York
-$9.24M
3
MNG
Manning & Napier Group
New York
-$7.12M
4
B
Bailard
California
-$4.52M
5
LCM
Leisure Capital Management
California
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
101
Greenwich Investment Management
Connecticut
$2.45M -$645K -13,175 -21%
Lazard Asset Management
102
Lazard Asset Management
New York
$2.42M -$2.4M – –
RFO
103
RiverGlades Family Offices
Florida
$2.42M +$2.42M +49,469 New
MML Investors Services
104
MML Investors Services
Massachusetts
$2.28M -$28.2K -577 -1%
EGA
105
Eagle Global Advisors
Texas
$2.25M +$507K +10,363 +29%
BFA
106
Bragg Financial Advisors
North Carolina
$2.25M +$761K +15,563 +51%
IA
107
Independence Advisors
Pennsylvania
$2.2M – – –
ML
108
McAdam LLC
Pennsylvania
$2.16M +$124K +2,536 +6%
PFP
109
Pinnacle Financial Partners
Tennessee
$2.16M – – –
FAAS
110
First Allied Advisory Services
California
$2.16M +$30.8K +630 +1%
AWM
111
Avior Wealth Management
Nebraska
$2.13M -$183K -3,733 -8%
FWP
112
FAS Wealth Partners
Kansas
$2.12M -$45K -919 -2%
FF
113
Friedenthal Financial
New Jersey
$2.03M +$210K +4,286 +12%
BC
114
Brinker Capital
Pennsylvania
$2.03M +$144K +2,934 +8%
PAG
115
Private Advisor Group
New Jersey
$1.98M +$75.3K +1,636 +4%
CWM
116
CMH Wealth Management
New Hampshire
$1.98M – – –
LNC
117
Lincoln National Corp
Pennsylvania
$1.94M +$70.6K +1,442 +4%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$1.91M +$225K +4,597 +13%
SIM
119
Sadoff Investment Management
Wisconsin
$1.9M – – –
KL
120
KWMG LLC
Kansas
$1.89M +$68.8K +1,406 +4%
HCM
121
Hengehold Capital Management
Ohio
$1.85M -$619K -12,647 -25%
SP
122
Symmetry Partners
Connecticut
$1.81M -$1.66M -33,963 -48%
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
$1.7M +$23.8K +487 +1%
MWC
124
MBM Wealth Consultants
Missouri
$1.64M +$143K +2,924 +10%
AT
125
Arden Trust
Delaware
$1.59M -$285K -5,831 -15%
3 4
5
6 7