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iShares California Muni Bond ETF
CMF

81 hedge funds and large institutions have $252M invested in iShares California Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 84 → 81 (-3)

10% less capital invested

Capital invested by funds: $279M → $252M (-$27.4M)

10.6% less ownership

Funds ownership: 79.86% → 69.26% (-11%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$7.76M
2
VKH
Virtu KCG Holdings
New York
+$5.77M
3
B
Bailard
California
+$2.21M
4
WP
WealthSource Partners
California
+$1.44M
5
Ameriprise
Ameriprise
Minnesota
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$15.2M
2
MWM
Mission Wealth Management
California
-$9.77M
3
FFA
First Foundation Advisors
California
-$5.93M
4
NFG
NewFocus Financial Group
Washington
-$5.25M
5
RBCM
Raub Brock Capital Management
California
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Perigon Wealth Management
California
$1.25M +$122K +2,120 +11%
HWA
27
HCR Wealth Advisors
California
$1.15M -$34.7K -600 -3%
MA
28
MUFG Americas
New York
$986K +$30.8K +534 +3%
IA
29
IFP Advisors
Florida
$762K +$1.39K +24 +0.2%
BlackRock
30
BlackRock
New York
$757K +$752K +13,012 New
WA
31
Winfield Associates
Ohio
$727K -$24.6K -426 -3%
DADC
32
D.A. Davidson & Co
Montana
$727K +$76.7K +1,328 +12%
FFA
33
First Foundation Advisors
California
$720K -$5.93M -102,710 -89%
JP Morgan Chase
34
JP Morgan Chase
New York
$705K -$293K -5,072 -29%
WT
35
Whittier Trust
California
$636K – – –
EWA
36
EP Wealth Advisors
California
$610K +$606K +10,492 New
HighTower Advisors
37
HighTower Advisors
Illinois
$600K +$236K +4,078 +65%
AG
38
Advisor Group
Arizona
$594K -$122K -2,120 -17%
CAM
39
Caprin Asset Management
Virginia
$558K -$39.3K -680 -7%
AW
40
ACG Wealth
Georgia
$543K +$232K +4,024 +76%
Fisher Asset Management
41
Fisher Asset Management
Washington
$521K – – –
FAAS
42
First Allied Advisory Services
California
$518K -$142K -2,466 -22%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$501K +$497K +8,612 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$492K +$164K +2,832 +50%
FC
45
FCA Corp
Texas
$481K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$477K +$217K +3,748 +85%
EHPM
47
Emery Howard Portfolio Management
California
$470K -$1.03M -17,774 -69%
Citigroup
48
Citigroup
New York
$423K -$71.4K -1,236 -15%
BJL
49
Brighton Jones LLC
Washington
$399K – – –
BCI
50
Brinker Capital Investments
Pennsylvania
$381K – – –
1
2
3 4

CMF Hedge Fund Activity: Q1 2017 in Review

81 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2017, worth a combined $252M — down 9.8% from $279M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CMF and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, opening a new position worth an estimated $7.76M. The largest seller was Bank of America, cutting an estimated $15.2M.

  • 81 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2017, down from 84 in Q4 2016.
  • Funds reported $252M of iShares California Muni Bond ETF stock for Q1 2017, down 9.8% quarter-over-quarter.
  • 8 funds opened new iShares California Muni Bond ETF positions in Q1 2017 and 9 closed out, a net change of -1 holder.
  • The largest iShares California Muni Bond ETF buyer in Q1 2017 was Jane Street, an estimated $7.76M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2017 was Bank of America, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2017.