SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

227 hedge funds and large institutions have $1.55B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+18
Holders Change %
+8.61%
% of All Funds
5.96%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
39
Increased
94
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brinker Capital
Pennsylvania
$25.9M
2
Bank of America
2
Bank of America
North Carolina
$348M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$21M
4
UBS Group
4
UBS Group
Switzerland
$84.1M
5
KIM
5
Karpus Investment Management
New York
$21.1M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$41.6M
2
B
2
Bailard
California
$0
3
GC
3
Gratus Capital
Georgia
$0
4
SI
4
SII Investments
Wisconsin
$827K
5
FC
5
Financial Consulate
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
176
Capital Analysts LLC
Pennsylvania
$252K – – –
ACP
177
Aviance Capital Partners
Florida
$251K -$149K -3,063 -37%
CWM
178
Confluence Wealth Management
Oregon
$248K +$585 +12 +0.2%
PWW
179
Pettyjohn Wood & White
Virginia
$246K – – –
AA
180
Ancora Advisors
Ohio
$244K – – –
VKH
181
Virtu KCG Holdings
New York
$232K +$232K +4,760 New
CS
182
Comerica Securities
Michigan
$220K -$226K -4,647 -51%
RMAM
183
Raab & Moskowitz Asset Management
New Jersey
$220K – – –
BIAS
184
Beacon Investment Advisory Services
New Jersey
$210K +$210K +4,304 New
BWM
185
Bernicke Wealth Management
Wisconsin
$207K – – –
ACS
186
Archford Capital Strategies
Illinois
$206K – – –
Invesco
187
Invesco
Georgia
$205K -$2.82K -58 -1%
PMG
188
ProVise Management Group
Florida
$201K -$2.1M -43,059 -91%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$185K -$35.9K -738 -16%
WT
190
Whittier Trust
California
$183K -$39.9K -820 -18%
LWCFA
191
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K +$162K +3,325 +1,108%
SEI Investments
192
SEI Investments
Pennsylvania
$176K +$137K +2,808 +349%
AIG
193
American International Group
New York
$164K -$30.3K -619 -16%
GWM
194
Gupta Wealth Management
California
$146K – – –
BIM
195
BlackRock Investment Management
Delaware
$130K -$13.9K -285 -10%
SF
196
Synovus Financial
Georgia
$122K – – –
MCM
197
Manchester Capital Management
Vermont
$101K +$101K +2,077 New
BC
198
Bartlett & Co
Ohio
$94K +$24.4K +500 +35%
DBT
199
Dubuque Bank & Trust
Iowa
$84K +$75K +1,548 +837%
BFEC
200
Benjamin F. Edwards & Company
Missouri
$73K – – –
6 7
8
9 10