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iShares California Muni Bond ETF
CMF

189 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 52

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $1.12B → $1.14B (+$28.3M)

1% more funds holding

Funds holding: 188 → 189 (+1)

0.16% more ownership

Funds ownership: 60.23% → 60.39% (+0.16%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$12.2M
2
Mariner
Mariner
Kansas
+$9.25M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.18M
4
SC
Slow Capital
California
+$7.49M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.93M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10M
2
MWM
Mission Wealth Management
California
-$3.36M
3
FTUS
Flow Traders U.S.
New York
-$3.18M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.88M
5
BPA
Beacon Pointe Advisors
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
26
Portfolio Solutions
Michigan
$6.99M -$72.5K -1,157 -1%
OWM
27
Opes Wealth Management
California
$6.55M +$1.54M +24,556 +30%
PA
28
Parallel Advisors
California
$4.81M +$186K +2,972 +4%
Betterment LLC
29
Betterment LLC
New York
$4.71M +$357K +5,701 +8%
BCM
30
Boltwood Capital Management
California
$4.49M +$552K +8,813 +14%
BCM
31
Brookstone Capital Management
Illinois
$4.37M – – –
PCWA
32
Pacific Capital Wealth Advisors
California
$4.33M -$380K -6,060 -8%
KCM
33
Karp Capital Management
California
$4.11M +$163K +2,608 +4%
OFG
34
Omega Financial Group
California
$3.86M +$360K +5,744 +10%
Principal Financial Group
35
Principal Financial Group
Iowa
$3.48M +$1.66M +26,558 +90%
SW
36
SteelPeak Wealth
California
$3.3M +$78K +1,244 +2%
BOTW
37
Bank of the West
California
$3.24M -$502K -8,016 -13%
BZWA
38
Blue Zone Wealth Advisors
California
$3.23M +$122K +1,945 +4%
LNC
39
Lincoln National Corp
Pennsylvania
$3.2M +$102K +1,633 +3%
WP
40
WealthSource Partners
California
$2.9M -$23.5K -375 -0.8%
BCPWM
41
Bradley & Co Private Wealth Management
Florida
$2.89M +$57.2K +912 +2%
PPW
42
Parcion Private Wealth
Washington
$2.79M +$645K +10,294 +30%
FAT
43
First American Trust
California
$2.75M +$1.46M +23,236 +111%
EAM
44
Evanson Asset Management
California
$2.54M +$81.5K +1,301 +3%
SIAG
45
Safeguard Investment Advisory Group
California
$2.48M +$1.61M +25,746 +182%
CAG
46
Curtis Advisory Group
California
$2.43M +$315K +5,029 +15%
Barclays
47
Barclays
United Kingdom
$2.33M -$1.15M -18,419 -33%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$2.28M -$1.88M -30,053 -45%
VCM
49
Vivaldi Capital Management
Illinois
$2.25M +$732K +11,680 +47%
OGF
50
Orin Green Financial
California
$2.17M -$130K -2,078 -6%
1
2
3 4 5

CMF Hedge Fund Activity: Q3 2021 in Review

189 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2021, worth a combined $1.14B — up 2.5% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CMF positions and 9 closed out — a net gain of 5 holders — while 81 added to existing stakes and 52 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $12.2M. The largest seller was Jane Street, cutting an estimated $10M.

  • 189 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2021, up from 188 in Q2 2021.
  • Funds reported $1.14B of iShares California Muni Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 14 funds opened new iShares California Muni Bond ETF positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $12.2M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2021.