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 %
Bank of America
1
Bank of America
North Carolina
$682M +$98.7M +2,064,542 +17%
Morgan Stanley
2
Morgan Stanley
New York
$108M -$3.44M -71,907 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$96.7M -$10.8M -224,912 -10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$82.8M +$3.13M +65,668 +4%
RJA
5
Raymond James & Associates
Florida
$81.5M +$7.6M +159,028 +10%
B
6
Bailard
California
$78.9M +$11.8M +247,313 +18%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$70.5M +$11M +230,252 +18%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$67.3M +$3.67M +76,659 +6%
UBS Group
9
UBS Group
Switzerland
$63.3M +$6.8M +142,248 +12%
CSIA
10
Charles Schwab Investment Advisory
California
$49.1M +$46M +962,520 +1,502%
Citigroup
11
Citigroup
New York
$47.4M +$8.04M +168,054 +20%
CAM
12
Caprin Asset Management
Virginia
$43.9M +$10M +209,202 +29%
Ameriprise
13
Ameriprise
Minnesota
$40M +$3.39M +70,826 +9%
PC
14
Premise Capital
Illinois
$39.9M +$32.7M +683,480 +455%
PL
15
Plancorp LLC
Missouri
$36M -$2.12M -44,280 -6%
CC
16
Callan Capital
California
$31.6M +$30.6M +640,252 +3,221%
KIM
17
Karpus Investment Management
New York
$30.9M -$25.6M -534,897 -45%
ST
18
Smithfield Trust
Pennsylvania
$30.3M +$20M +417,869 +194%
Wells Fargo
19
Wells Fargo
California
$29.6M -$1.11M -23,149 -4%
TNBTD
20
Trustmark National Bank Trust Department
Mississippi
$24.5M +$1.7M +35,481 +7%
USAA
21
United Services Automobile Association
Texas
$23.4M -$3.49M -73,007 -13%
Stifel Financial
22
Stifel Financial
Missouri
$21.1M +$8.26M +172,782 +65%
BC
23
Brinker Capital
Pennsylvania
$20.2M +$491K +10,267 +2%
BTS
24
BB&T Securities
Virginia
$17M +$7.75M +162,044 +84%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$16.7M -$2.64M -55,108 -14%
1
2 3 4 5