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iShares California Muni Bond ETF

90 hedge funds and large institutions have $266M invested in iShares California Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

11% more funds holding

Funds holding: 8190 (+9)

6% more capital invested

Capital invested by funds: $252M → $266M (+$14.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.12% less ownership

Funds ownership: 69.26%69.14% (-0.12%)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
33
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.45M +$945K +16,088 +187%
BCM
27
Boltwood Capital Management
California
$1.37M +$1.37M +23,300 New
PWM
28
Perigon Wealth Management
California
$1.34M +$83.2K +1,416 +7%
HWA
29
HCR Wealth Advisors
California
$1.14M -$23.5K -400 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$763K -$1.01M -17,134 -57%
MA
31
MUFG Americas
New York
$763K -$234K -3,986 -24%
HighTower Advisors
32
HighTower Advisors
Illinois
$668K +$58.4K +994 +10%
FAAS
33
First Allied Advisory Services
California
$656K +$131K +2,230 +25%
WT
34
Whittier Trust
California
$644K
WA
35
Winfield Associates
Ohio
$636K -$99.8K -1,700 -14%
BlackRock
36
BlackRock
New York
$630K -$136K -2,308 -18%
IA
37
IFP Advisors
Florida
$596K -$175K -2,972 -23%
DADC
38
D.A. Davidson & Co
Montana
$594K -$142K -2,414 -19%
AW
39
ACG Wealth
Georgia
$587K +$38.2K +650 +7%
AG
40
Advisor Group
Arizona
$568K -$32.6K -556 -5%
CAM
41
Caprin Asset Management
Virginia
$566K +$1.17K +20 +0.2%
Fisher Asset Management
42
Fisher Asset Management
Washington
$527K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$495K +$13.4K +228 +3%
FFA
44
First Foundation Advisors
California
$492K -$237K -4,032 -33%
FC
45
FCA Corp
Texas
$487K
EHPM
46
Emery Howard Portfolio Management
California
$479K +$2.47K +42 +0.5%
BJL
47
Brighton Jones LLC
Washington
$445K +$41.2K +702 +10%
BCI
48
Brinker Capital Investments
Pennsylvania
$434K +$47.8K +814 +12%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$414K +$173K +2,942 +72%
Citigroup
50
Citigroup
New York
$412K -$16.4K -280 -4%

CMF Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2017, worth a combined $266M — up 5.9% from $252M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CMF positions and 4 closed out — a net gain of 9 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $7.04M. The largest seller was Virtu KCG Holdings, cutting an estimated $4.25M.

  • 90 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2017, up from 81 in Q1 2017.
  • Funds reported $266M of iShares California Muni Bond ETF stock for Q2 2017, up 5.9% quarter-over-quarter.
  • 13 funds opened new iShares California Muni Bond ETF positions in Q2 2017 and 4 closed out, a net change of +9 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2017 was Bank of America, an estimated $7.04M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2017 was Virtu KCG Holdings, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2017.