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iShares California Muni Bond ETF
CMF

48 hedge funds and large institutions have $93.4M invested in iShares California Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $83.1M → $93.4M (+$10.2M)

0.69% more ownership

Funds ownership: 63.93% → 64.62% (+0.69%)

0% more funds holding

Funds holding: 48 → 48 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.44M
2
Morgan Stanley
Morgan Stanley
New York
+$2.28M
3
PI
Placemark Investments
Illinois
+$1M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$862K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$551K

Top Sellers

Rank Fund Capital Flow
1
MA
MUFG Americas
New York
-$1.45M
2
Jane Street
Jane Street
New York
-$776K
3
FFA
First Foundation Advisors
California
-$563K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$427K
5
Barclays
Barclays
United Kingdom
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
26
FCA Corp
Texas
$295K – – –
BOTW
27
Bank of the West
California
$279K – – –
QCMC
28
Quantum Capital Management (California)
California
$269K – – –
VKH
29
Virtu KCG Holdings
New York
$266K +$263K +4,692 New
WCM
30
Wealthcare Capital Management
Virginia
$249K +$247K +4,396 New
CAN
31
Cetera Advisor Networks
California
$243K – – –
SEIA
32
Signature Estate & Investment Advisors
California
$243K +$1.57K +28 +0.7%
Deutsche Bank
33
Deutsche Bank
Germany
$226K – – –
CNB
34
City National Bank
California
$226K +$224K +3,994 New
EWM
35
Empirical Wealth Management
Washington
$225K +$786 +14 +0.4%
CCM
36
Coe Capital Management
Illinois
$224K – – –
AL
37
Aspiriant LLC
California
$217K +$215K +3,834 New
PAS
38
Partnervest Advisory Services
California
$165K -$35.3K -630 -18%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$160K – – –
WA
40
Winfield Associates
Ohio
$116K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$70K +$50.7K +904 +267%
TIM
42
Tortoise Investment Management
New York
$57K – – –
CCS
43
Crosspoint Capital Strategies
California
$55K – – –
Ameriprise
44
Ameriprise
Minnesota
$40K – – –
GI
45
Gradient Investments
Minnesota
$40K – – –
AssetMark Inc
46
AssetMark Inc
California
$19K +$1.12K +20 +6%
NES
47
New England Securities
New York
$10K +$7.52K +134 +305%
FIG
48
Fusion Investment Group
Pennsylvania
$9K – – –
FFA
49
First Foundation Advisors
California
– -$563K -10,346 Closed
Bank of New York Mellon
50
Bank of New York Mellon
New York
– -$427K -7,850 Closed
1
2
3

CMF Hedge Fund Activity: Q1 2014 in Review

48 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2014, worth a combined $93.4M — up 12% from $83.1M a quarter earlier.

Fund positioning in CMF was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 19 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $3.44M. The largest seller was MUFG Americas, cutting an estimated $1.45M.

  • 48 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $93.4M of iShares California Muni Bond ETF stock for Q1 2014, up 12% quarter-over-quarter.
  • 4 funds opened new iShares California Muni Bond ETF positions in Q1 2014 and 4 closed out, a net change of 0 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2014 was Bank of America, an estimated $3.44M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2014 was MUFG Americas, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2014.