We are live on ! Find out more

iShares California Muni Bond ETF

CMF

Market cap $4.59B

57 hedge funds and large institutions have $134M invested in iShares California Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New

Increased

Maintained

Reduced

Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more capital invested

Capital invested by funds: $133M → $134M (+$529K)

0.18% more ownership

Funds ownership: 60.51% → 60.69% (+0.18%)

2% less funds holding

Funds holding: 58 → 57 (-1)

Holders

Holders Change

-1

Holders Change %

-1.72%

% of All Funds

1.52%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

Rank	Fund	Capital Flow
1	Bank of America Charlotte, North Carolina	+$3.74M
2	Jane Street New York	+$2.39M
3	B Bailard Foster City, California	+$1.93M
4	Betterment LLC New York	+$1.68M
5	Envestnet Asset Management Chicago, Illinois	+$1.56M

Top Sellers

Rank	Fund	Capital Flow
1	MA MUFG Americas New York	-$1.48M
2	BTS BB&T Securities Richmond, Virginia	-$1.23M
3	Wells Fargo San Francisco, California	-$935K
4	FFA First Foundation Advisors Irvine, California	-$430K
5	AI Atria Investments Charlotte, North Carolina	-$415K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Royal Bank of Canada Toronto, Ontario, Canada	$520K	+$82.5K	+1,396	+19%
27	PWM 27 Perigon Wealth Management San Francisco, California	$498K	+$121K	+2,046	+32%
28	BOS 28 Bank of Stockton Stockton, California	$450K	–	–	–
29	AI 29 Atria Investments Charlotte, North Carolina	$430K	-$415K	-7,026	-49%
30	BJL 30 Brighton Jones LLC Seattle, Washington	$406K	–	–	–
31	MCM 31 Millie Capital Management Walnut Creek, California	$393K	–	–	–
32	FC 32 FCA Corp Houston, Texas	$385K	-$17.7K	-300	-4%
33	33 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$347K	+$6.97K	+118	+2%
34	34 Susquehanna International Group Bala Cynwyd, Pennsylvania	$337K	+$337K	+5,706	New
35	CAN 35 Cetera Advisor Networks El Segundo, California	$335K	-$4.49K	-76	-1%
36	RW 36 Rand Wealth Baltimore, Maryland	$303K	–	–	–
37	37 Stifel Financial St. Louis, Missouri	$303K	–	–	–
38	BAAM 38 Baker Avenue Asset Management San Francisco, California	$300K	–	–	–
39	39 Goldman Sachs New York	$293K	+$293K	+4,956	New
40	40 Ameriprise Minneapolis, Minnesota	$262K	+$16.5K	+280	+7%
41	FAAS 41 First Allied Advisory Services San Diego, California	$251K	+$28.7K	+486	+13%
42	ASN 42 Advisory Services Network Atlanta, Georgia	$237K	–	–	–
43	SEIA 43 Signature Estate & Investment Advisors Los Angeles, California	$237K	+$64.3K	+1,088	+37%
44	PAS 44 Partnervest Advisory Services Santa Barbara, California	$236K	–	–	–
45	CCM 45 Coe Capital Management Highland Park, Illinois	$234K	–	–	–
46	WCM 46 Wealthcare Capital Management Richmond, Virginia	$219K	+$11.2K	+190	+5%
47	BOTW 47 Bank of the West Monterey Park, California	$212K	-$30.7K	-520	-13%
48	LTFS 48 Ladenburg Thalmann Financial Services Miami, Florida	$167K	–	–	–
49	DADC 49 D.A. Davidson & Co Great Falls, Montana	$133K	+$47.5K	+804	+55%
50	50 Barclays London, United Kingdom	$128K	+$128K	+2,164	New

CMF Hedge Fund Activity: Q1 2015 in Review

57 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2015, worth a combined $134M — up 0.4% from $133M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CMF positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $3.74M. The largest seller was MUFG Americas, cutting an estimated $1.48M.

57 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2015, down from 58 in Q4 2014.
Funds reported $134M of iShares California Muni Bond ETF stock for Q1 2015, up 0.4% quarter-over-quarter.
7 funds opened new iShares California Muni Bond ETF positions in Q1 2015 and 6 closed out, a net change of +1 holder.
The largest iShares California Muni Bond ETF buyer in Q1 2015 was Bank of America, an estimated $3.74M added.
The largest iShares California Muni Bond ETF seller in Q1 2015 was MUFG Americas, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2015.

iShares California Muni Bond ETF CMF Market cap $4.59B