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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

135 hedge funds and large institutions have $923M invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2013 Q2 according to their latest regulatory filings, with 135 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

22.97% more ownership

Funds ownership: 0% → 22.97% (+23%)

Holders
135
Holders Change
+135
Holders Change %
–
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
135
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$193M +$196M +4,035,402 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$99.2M +$101M +2,075,677 New
Morgan Stanley
3
Morgan Stanley
New York
$74.1M +$75.2M +1,550,074 New
U
4
UBS
Switzerland
$36.7M +$37.2M +766,861 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$29M +$29.5M +607,310 New
USAA
6
United Services Automobile Association
Texas
$28.8M +$29.3M +603,160 New
KIM
7
Karpus Investment Management
New York
$27.6M +$28M +577,839 New
GA
8
Gateway Advisory
New Jersey
$25.4M +$25.8M +531,373 New
Lazard Asset Management
9
Lazard Asset Management
New York
$25.1M – – –
Wells Fargo
10
Wells Fargo
California
$22.6M +$23M +473,320 New
Citigroup
11
Citigroup
New York
$22.6M +$22.9M +471,984 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$21.7M +$22.1M +454,621 New
GF
13
Genworth Financial
Virginia
$19.4M +$19.7M +404,985 New
WCM
14
Windham Capital Management
Massachusetts
$18.7M +$19M +392,249 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$16.6M +$16.9M +347,676 New
B
16
Bailard
California
$13.8M +$14M +288,907 New
ST
17
Smithfield Trust
Pennsylvania
$12.5M +$12.7M +260,761 New
AT
18
Arden Trust
Delaware
$12.3M +$12.5M +257,204 New
LIM
19
Leavell Investment Management
Alabama
$11.9M +$12.1M +248,834 New
RJA
20
Raymond James & Associates
Florida
$10.4M +$10.6M +217,958 New
CHA
21
Cedar Hill Associates
Illinois
$9.99M +$10.1M +209,092 New
SCA
22
STALEY CAPITAL ADVISERS
Pennsylvania
$9.8M +$9.95M +205,000 New
Goldman Sachs
23
Goldman Sachs
New York
$9.68M +$9.82M +202,423 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.54M +$9.68M +199,558 New
CAG
25
Crestwood Advisors Group
Massachusetts
$8.56M +$8.69M +179,123 New
1
2 3 4 5

SHM Hedge Fund Activity: Q2 2013 in Review

135 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q2 2013, worth a combined $923M.

Buyers outnumbered sellers: 135 funds opened new SHM positions and 0 closed out — a net gain of 135 holders — while 0 added to existing stakes and 0 trimmed.

  • 135 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $923M of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q2 2013.
  • 135 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q2 2013 and 0 closed out, a net change of +135 holders.

Based on aggregated 13F filings for Q2 2013.