SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

388 hedge funds and large institutions have $3.16B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 176 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-19
Holders Change %
-4.67%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
28
Increased
112
Reduced
176
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
CX Institutional
Indiana
+$69.8M
2
HighTower Advisors
HighTower Advisors
Illinois
+$14.3M
3
KIM
Karpus Investment Management
New York
+$9.44M
4
PWS
Precision Wealth Strategies
Missouri
+$5.21M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.85M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$17.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$12.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11M
5
Wells Fargo
Wells Fargo
California
-$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$877M -$7.93M -165,718 -0.9%
Goldman Sachs
2
Goldman Sachs
New York
$240M -$3.05M -63,800 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$235M -$13.6M -285,236 -5%
Wells Fargo
4
Wells Fargo
California
$192M -$8.52M -178,173 -4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$129M +$3.98M +83,304 +3%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$105M -$12.9M -269,186 -11%
Morgan Stanley
7
Morgan Stanley
New York
$102M -$2.38M -49,746 -2%
UCFA
8
United Capital Financial Advisors
Texas
$98.7M -$17.5M -366,824 -15%
CI
9
CX Institutional
Indiana
$80.9M +$69.8M +1,458,661 +629%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$77.9M +$408K +8,521 +0.5%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.9M +$1.73M +36,204 +2%
QC
12
Quent Capital
New York
$67.8M -$41.7K -872 -0.1%
KIM
13
Karpus Investment Management
New York
$43.9M +$9.44M +197,281 +27%
LPL Financial
14
LPL Financial
California
$35.9M +$1.02M +21,286 +3%
Financial Engines Advisors
15
Financial Engines Advisors
California
$31.6M -$87.2K -1,824 -0.3%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$31.5M +$3.27M +68,293 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$31M -$3.04M -63,547 -9%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$22.1M -$6.22M -130,054 -22%
Stifel Financial
19
Stifel Financial
Missouri
$21.5M -$3.65M -76,279 -15%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$19M +$457K +9,549 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$17.1M +$14.3M +299,043 +506%
Betterment LLC
22
Betterment LLC
New York
$16.8M -$7.22M -150,881 -30%
CM
23
Cercano Management
Washington
$15M – – –
UBS Group
24
UBS Group
Switzerland
$13.9M -$6.69M -139,865 -32%
SEI Investments
25
SEI Investments
Pennsylvania
$13M -$884K -18,492 -6%
1
2 3 4 5