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iShares California Muni Bond ETF
CMF

135 hedge funds and large institutions have $596M invested in iShares California Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $543M → $596M (+$52.9M)

4% more funds holding

Funds holding: 130 → 135 (+5)

1.44% more ownership

Funds ownership: 51.12% → 52.56% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
54
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$19.8M
2
MMA
Miracle Mile Advisors
California
+$6.25M
3
UBS Group
UBS Group
Switzerland
+$4.74M
4
FI
FormulaFolio Investments
Michigan
+$3.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.11M

Top Sellers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
-$6.77M
2
FCA
FLC Capital Advisors
California
-$1.82M
3
A
AdvicePeriod
California
-$1.77M
4
PS
Portfolio Solutions
Michigan
-$1.6M
5
Ameriprise
Ameriprise
Minnesota
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
26
One Capital Management
California
$3.13M -$103K -1,750 -3%
KCM
27
Karp Capital Management
California
$3.01M +$86.7K +1,476 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.32M +$170K +2,890 +8%
Renaissance Technologies
29
Renaissance Technologies
New York
$2.31M +$991K +16,880 +77%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.24M +$30.2K +515 +1%
FFA
31
First Foundation Advisors
California
$2.07M +$552K +9,401 +37%
FCIM
32
Fairview Capital Investment Management
California
$1.77M +$88.1K +1,500 +5%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.74M +$1.44M +24,486 +510%
BOTW
34
Bank of the West
California
$1.64M -$595K -10,136 -27%
GC
35
Garde Capital
Washington
$1.57M -$1.76K -30 -0.1%
Goldman Sachs
36
Goldman Sachs
New York
$1.55M +$1.24M +21,189 +439%
EAM
37
Evanson Asset Management
California
$1.5M – – –
GSWM
38
Golden State Wealth Management
California
$1.41M +$1.39M +23,626 New
PIM
39
Parker Investment Management
California
$1.39M +$1.37M +23,367 New
EA
40
Elm Advisors
California
$1.28M – – –
Citigroup
41
Citigroup
New York
$1.26M +$71.3K +1,215 +6%
RF
42
RHS Financial
California
$1.21M +$38.5K +655 +3%
SWRP
43
Summit Wealth & Retirement Planning
California
$1.2M +$355K +6,050 +43%
AWS
44
AJ Wealth Strategies
New York
$1.18M – – –
OFG
45
Omega Financial Group
California
$1.16M +$69.7K +1,187 +7%
PFC
46
Personal Financial Consultants
California
$1.14M -$211K -3,593 -16%
TCPWM
47
Traverso Chambers Private Wealth Management
California
$1.14M -$279K -4,755 -20%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.12M +$142K +2,417 +15%
VWA
49
VERITY Wealth Advisors
United States
$1.11M +$2K +34 +0.2%
HWA
50
HCR Wealth Advisors
California
$1.09M +$11.2K +190 +1%
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CMF Hedge Fund Activity: Q1 2019 in Review

135 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2019, worth a combined $596M — up 9.7% from $543M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMF positions and 10 closed out — a net gain of 9 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $19.8M. The largest seller was Mission Wealth Management, cutting an estimated $6.77M.

  • 135 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2019, up from 130 in Q4 2018.
  • Funds reported $596M of iShares California Muni Bond ETF stock for Q1 2019, up 9.7% quarter-over-quarter.
  • 19 funds opened new iShares California Muni Bond ETF positions in Q1 2019 and 10 closed out, a net change of +9 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $19.8M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2019 was Mission Wealth Management, an estimated $6.77M sold.

Based on aggregated 13F filings for Q1 2019.