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iShares California Muni Bond ETF
CMF

135 hedge funds and large institutions have $653M invested in iShares California Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

10% more capital invested

Capital invested by funds: $596M → $653M (+$57M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 135 → 135 (0)

0.21% less ownership

Funds ownership: 52.56% → 52.35% (-0.21%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
48
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$25.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.3M
3
Principal Financial Group
Principal Financial Group
Iowa
+$8.25M
4
UBS Group
UBS Group
Switzerland
+$3.96M
5
MMA
Miracle Mile Advisors
California
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
-$5.8M
2
FI
FormulaFolio Investments
Michigan
-$3.19M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$894K
5
BPC
Banque Pictet & Cie
Switzerland
-$843K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$3.47M +$1.1M +18,400 +47%
BCM
27
Boltwood Capital Management
California
$3.27M +$12K +200 +0.4%
KCM
28
Karp Capital Management
California
$3.2M +$135K +2,255 +4%
OCM
29
One Capital Management
California
$2.9M -$288K -4,805 -9%
Goldman Sachs
30
Goldman Sachs
New York
$2.76M +$1.17M +19,436 +75%
PIM
31
Parker Investment Management
California
$2.28M +$851K +14,178 +61%
FFA
32
First Foundation Advisors
California
$2.22M +$117K +1,957 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.22M -$141K -2,357 -6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.19M -$84K -1,401 -4%
Citigroup
35
Citigroup
New York
$1.73M +$436K +7,275 +34%
GSWM
36
Golden State Wealth Management
California
$1.62M +$189K +3,145 +13%
FCIM
37
Fairview Capital Investment Management
California
$1.59M -$211K -3,525 -12%
EAM
38
Evanson Asset Management
California
$1.53M – – –
GC
39
Garde Capital
Washington
$1.53M -$70K -1,166 -4%
CAN
40
Cetera Advisor Networks
California
$1.46M +$1.44M +24,004 New
PA
41
Parallel Advisors
California
$1.35M +$477K +7,958 +56%
SWRP
42
Summit Wealth & Retirement Planning
California
$1.34M +$121K +2,014 +10%
EA
43
Elm Advisors
California
$1.3M -$7.32K -122 -0.6%
BOTW
44
Bank of the West
California
$1.23M -$440K -7,333 -27%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.22M +$74.9K +1,248 +7%
RF
46
RHS Financial
California
$1.21M -$14.9K -249 -1%
AWS
47
AJ Wealth Strategies
New York
$1.2M – – –
OFG
48
Omega Financial Group
California
$1.18M +$6.96K +116 +0.6%
TCPWM
49
Traverso Chambers Private Wealth Management
California
$1.16M – – –
VWA
50
VERITY Wealth Advisors
United States
$1.14M +$2.94K +49 +0.3%
1
2
3 4 5

CMF Hedge Fund Activity: Q2 2019 in Review

135 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2019, worth a combined $653M — up 9.6% from $596M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CMF positions and 13 closed out — a net gain of 1 holder — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $25.9M. The largest seller was Mission Wealth Management, cutting an estimated $5.8M.

  • 135 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $653M of iShares California Muni Bond ETF stock for Q2 2019, up 9.6% quarter-over-quarter.
  • 14 funds opened new iShares California Muni Bond ETF positions in Q2 2019 and 13 closed out, a net change of +1 holder.
  • The largest iShares California Muni Bond ETF buyer in Q2 2019 was Charles Schwab Investment Advisory, an estimated $25.9M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2019 was Mission Wealth Management, an estimated $5.8M sold.

Based on aggregated 13F filings for Q2 2019.