iShares California Muni Bond ETF
188 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 47 reducing their positions, and 13 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 47
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
13% more capital invested
Capital invested by funds: $986M → $1.12B (+$130M)
3% more funds holding
Funds holding: 182 → 188 (+6)
2.82% more ownership
Funds ownership: 57.41% → 60.23% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$88.8M |
| 2 |
SC
Slow Capital
Greenbrae,
California
|
+$7.11M |
| 3 |
Jane Street
New York
|
+$6.04M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.41M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.86M |
| 3 |
AssetMark Inc
Concord,
California
|
-$3.47M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$3.17M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$3.03M |
CMF Hedge Fund Activity: Q2 2021 in Review
188 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2021, worth a combined $1.12B — up 13% from $986M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CMF positions and 13 closed out — a net gain of 6 holders — while 81 added to existing stakes and 47 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $88.8M. The largest seller was Ameriprise, cutting an estimated $7.06M.
- 188 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2021, up from 182 in Q1 2021.
- Funds reported $1.12B of iShares California Muni Bond ETF stock for Q2 2021, up 13% quarter-over-quarter.
- 19 funds opened new iShares California Muni Bond ETF positions in Q2 2021 and 13 closed out, a net change of +6 holders.
- The largest iShares California Muni Bond ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $88.8M added.
- The largest iShares California Muni Bond ETF seller in Q2 2021 was Ameriprise, an estimated $7.06M sold.
Based on aggregated 13F filings for Q2 2021.