SPDR NUVEEN BLOOMBERG SHORT (SHM) Institutional Ownership Changes & 13F Activity

SPDR NUVEEN BLOOMBERG SHORT (SHM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2019Renaissance Technologies LLCBuy42,458118,658$5,827
Q3 2019Renaissance Technologies LLCSell-63,40076,200$3,733
Q2 2019Renaissance Technologies LLCSell-55,200139,600$6,831
Q1 2019Renaissance Technologies LLCSell-81,500194,800$9,444
Q4 2018Renaissance Technologies LLCBuy267,100276,300$13,279
Q4 2018Sequoia Financial AdvisorsSell-4,3195,083$244
Q3 2018Renaissance Technologies LLCSell-26,5139,200$439
Q1 2018Renaissance Technologies LLCBuy35,71335,713$1,708
Q1 2018Sequoia Financial AdvisorsSell-9,2809,402$450
Q4 2017Sequoia Financial AdvisorsSell-1,66518,682$895
Q3 2017Sequoia Financial AdvisorsBuy2,19220,347$989
Q2 2017Sequoia Financial AdvisorsBuy30718,155$881
Q1 2017Sequoia Financial AdvisorsBuy2117,848$865
Q4 2016Sequoia Financial AdvisorsSell-17,73417,827$855
Q3 2016Sequoia Financial AdvisorsBuy35,56135,561$1,737

Frequently asked questions about SHM activity

  • Which institutional owners are buying SHM?

    Institutional owners buying SHM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SHM activity?

    "Buy" means an investor increased their reported position in SHM compared to the prior reporting period. This reflects growing exposure to SPDR NUVEEN BLOOMBERG SHORT (SHM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SHM increasing?

    Institutional interest in SHM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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