SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

209 hedge funds and large institutions have $1.45B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.31%
New
24
Increased
70
Reduced
74
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$326M
2
CHA
2
Cedar Hill Associates
Illinois
$18.9M
3
GC
3
Gratus Capital
Georgia
$9.74M
4
JCM
4
Janney Capital Management
Pennsylvania
$6.3M
5
APCM
5
Alaska Permanent Capital Management
Alaska
$11.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$43.1M
2
Citigroup
2
Citigroup
New York
$18.5M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$12M
4
KIM
4
Karpus Investment Management
New York
$14M
5
Morgan Stanley
5
Morgan Stanley
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECAM
126
East Coast Asset Management
Massachusetts
$569K -$477K -9,792 -46%
HFS
127
HL Financial Services
Kentucky
$552K -$227K -4,655 -29%
MFS
128
MSI Financial Services
Massachusetts
$542K +$8.43K +173 +2%
SFG
129
Sage Financial Group
Pennsylvania
$541K +$541K +11,097 New
SCP
130
Syntal Capital Partners
Texas
$539K -$7.31K -150 -1%
Creative Planning
131
Creative Planning
Kansas
$537K -$28.5K -585 -5%
BCMO
132
Buckingham Capital Management (Ohio)
Ohio
$535K +$183K +3,750 +52%
AWM
133
Altavista Wealth Management
North Carolina
$531K – – –
CTB
134
Country Trust Bank
Illinois
$519K -$81.3K -1,670 -14%
PFBT
135
Parkside Financial Bank & Trust
Missouri
$506K +$506K +10,377 New
Natixis Advisors
136
Natixis Advisors
Massachusetts
$497K -$130K -2,673 -21%
VA
137
Valmark Advisers
Ohio
$497K -$41.2K -846 -8%
EWMCB
138
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$495K +$495K +10,168 New
MWM
139
Modera Wealth Management
New Jersey
$483K -$12.9K -265 -3%
GIM
140
Goelzer Investment Management
Indiana
$458K – – –
BTNA
141
Bremer Trust National Association
Minnesota
$458K +$237K +4,873 +108%
CAN
142
Cetera Advisor Networks
California
$455K -$33.1K -680 -7%
CS
143
Comerica Securities
Michigan
$447K – – –
MG
144
Mather Group
Illinois
$446K +$161K +3,306 +57%
RIA
145
Regal Investment Advisors
Michigan
$428K +$42.6K +876 +11%
BBA
146
BLB&B Advisors
Pennsylvania
$426K – – –
CNB
147
City National Bank
California
$406K +$41.6K +854 +11%
ACP
148
Aviance Capital Partners
Florida
$400K – – –
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$390K -$436K -8,965 -53%
NFG
150
Next Financial Group
Texas
$373K +$327K +6,725 +708%
4 5
6
7 8