SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

330 hedge funds and large institutions have $2.42B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+9
Holders Change %
+2.8%
% of All Funds
7.57%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.39%
New
37
Increased
135
Reduced
105
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$98.7M
2
CSIA
Charles Schwab Investment Advisory
California
+$46M
3
PC
Premise Capital
Illinois
+$32.7M
4
CC
Callan Capital
California
+$30.6M
5
ST
Smithfield Trust
Pennsylvania
+$20M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$25.6M
2
Jane Street
Jane Street
New York
-$16M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$10.8M
4
SFG
Sage Financial Group
Pennsylvania
-$9.08M
5
RFO
RiverGlades Family Offices
Florida
-$7.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
201
Colony Group
Massachusetts
$580K +$147K +3,082 +34%
BL
202
BFSG LLC
California
$575K +$38.3K +800 +7%
CB
203
Commerce Bank
Missouri
$557K – – –
SP
204
Successful Portfolios
Florida
$528K -$28.7K -600 -5%
PAG
205
Private Advisor Group
New Jersey
$527K -$1.48M -30,895 -74%
NFG
206
Nations Financial Group
Iowa
$507K +$430 +9 +0.1%
CWM
207
CMH Wealth Management
New Hampshire
$497K -$1.97M -41,300 -80%
RCA
208
Rowland Carmichael Advisors
Arizona
$493K – – –
AFC
209
AFT Forsyth & Company
Florida
$492K – – –
FIM
210
Frontier Investment Management
Texas
$484K +$99K +2,070 +26%
AEPG
211
American Economic Planning Group
New Jersey
$482K – – –
AWA
212
Arete Wealth Advisors
Illinois
$482K +$482K +10,072 New
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$478K -$478K -10,000 -50%
WCM
214
Windham Capital Management
Massachusetts
$478K +$188K +3,939 +65%
KC
215
KHP Capital
Oklahoma
$477K +$477K +9,965 New
CAN
216
Cetera Advisor Networks
California
$475K +$69.1K +1,447 +17%
SFA
217
Sequoia Financial Advisors
Ohio
$450K -$444K -9,280 -50%
DP
218
Denver PWM
Colorado
$441K -$32.8K -688 -7%
SYBT
219
Stock Yards Bank & Trust
Kentucky
$435K – – –
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$435K – – –
BSWM
221
Boston Standard Wealth Management
Massachusetts
$426K +$116K +2,426 +37%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$420K +$17.3K +362 +4%
PWM
223
Paulson Wealth Management
Illinois
$419K -$20K -418 -5%
DJSG
224
D.J. St. Germain
Massachusetts
$415K -$14.6K -305 -3%
William Blair & Company
225
William Blair & Company
Illinois
$410K -$244K -5,100 -37%
7 8
9
10 11