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iShares California Muni Bond ETF
CMF

91 hedge funds and large institutions have $285M invested in iShares California Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $266M → $285M (+$18.4M)

2.24% more ownership

Funds ownership: 69.14% → 71.38% (+2.2%)

1% more funds holding

Funds holding: 90 → 91 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
37
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$4.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
3
Morgan Stanley
Morgan Stanley
New York
+$2.59M
4
Bank of America
Bank of America
North Carolina
+$1.98M
5
OCM
One Capital Management
California
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.17M
2
CSIA
Charles Schwab Investment Advisory
California
-$795K
3
AWS
AJ Wealth Strategies
New York
-$790K
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$730K
5
PWM
Perigon Wealth Management
California
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.54M +$24.6K +414 +2%
GC
27
Garde Capital
Washington
$1.53M +$47K +792 +3%
AWS
28
AJ Wealth Strategies
New York
$1.28M -$790K -13,318 -38%
HWA
29
HCR Wealth Advisors
California
$1.15M +$10.1K +170 +0.9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.05M +$281K +4,746 +37%
RMC
31
Regis Management Company
California
$972K +$973K +16,404 New
PWM
32
Perigon Wealth Management
California
$926K -$428K -7,220 -32%
MA
33
MUFG Americas
New York
$761K -$7.83K -132 -1%
DADC
34
D.A. Davidson & Co
Montana
$681K +$83.3K +1,404 +14%
HighTower Advisors
35
HighTower Advisors
Illinois
$678K +$7.47K +126 +1%
CCM
36
Covington Capital Management
California
$664K +$665K +11,210 New
FAAS
37
First Allied Advisory Services
California
$660K – – –
WT
38
Whittier Trust
California
$648K – – –
WA
39
Winfield Associates
Ohio
$640K – – –
BlackRock
40
BlackRock
New York
$632K -$2.49K -42 -0.4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$630K +$213K +3,596 +51%
CAM
42
Caprin Asset Management
Virginia
$622K +$52.4K +884 +9%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$620K +$122K +2,060 +24%
Citigroup
44
Citigroup
New York
$596K +$181K +3,060 +44%
AG
45
Advisor Group
Arizona
$590K +$17.8K +300 +3%
FFA
46
First Foundation Advisors
California
$570K +$75.1K +1,266 +15%
N
47
Nuveen
North Carolina
$547K +$547K +9,230 New
Fisher Asset Management
48
Fisher Asset Management
Washington
$531K – – –
AW
49
ACG Wealth
Georgia
$521K -$70.9K -1,196 -12%
FC
50
FCA Corp
Texas
$490K – – –
1
2
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CMF Hedge Fund Activity: Q3 2017 in Review

91 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2017, worth a combined $285M — up 6.9% from $266M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CMF positions and 7 closed out — a net gain of 2 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Principal Financial Group, opening a new position worth an estimated $4.98M. The largest seller was UBS Group, cutting an estimated $1.17M.

  • 91 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2017, up from 90 in Q2 2017.
  • Funds reported $285M of iShares California Muni Bond ETF stock for Q3 2017, up 6.9% quarter-over-quarter.
  • 9 funds opened new iShares California Muni Bond ETF positions in Q3 2017 and 7 closed out, a net change of +2 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2017 was Principal Financial Group, an estimated $4.98M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2017 was UBS Group, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2017.