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iShares California Muni Bond ETF

205 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 51

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 189205 (+16)

1.15% more ownership

Funds ownership: 60.39%61.55% (+1.2%)

5% more capital invested

Capital invested by funds: $1.14B → $1.2B (+$54.8M)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$6.97M -$1.75M -28,099 -20%
FFA
27
First Foundation Advisors
California
$6.81M -$931K -14,983 -12%
Betterment LLC
28
Betterment LLC
New York
$5.52M +$789K +12,703 +17%
VCM
29
Vivaldi Capital Management
Illinois
$5.24M +$2.97M +47,817 +132%
KCM
30
Karp Capital Management
California
$4.87M +$743K +11,953 +18%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$4.83M +$4.28M +68,865 +804%
PA
32
Parallel Advisors
California
$4.82M -$8.95K -144 -0.2%
BCM
33
Boltwood Capital Management
California
$4.58M +$68.3K +1,100 +2%
PCWA
34
Pacific Capital Wealth Advisors
California
$4.35M -$621 -10 -0%
OFG
35
Omega Financial Group
California
$4.18M +$303K +4,883 +8%
SW
36
SteelPeak Wealth
California
$4.11M +$798K +12,849 +24%
BOTW
37
Bank of the West
California
$3.87M +$618K +9,955 +19%
SC
38
Seldon Capital
California
$3.75M +$3.73M +60,078 New
Principal Financial Group
39
Principal Financial Group
Iowa
$3.39M -$106K -1,712 -3%
BRWA
40
B. Riley Wealth Advisors
Florida
$3.36M +$1.65M +26,590 +98%
SIG
41
Spinnaker Investment Group
California
$3.15M +$3.19M +51,311 New
BCPWM
42
Bradley & Co Private Wealth Management
Florida
$3.14M +$238K +3,828 +8%
BZWA
43
Blue Zone Wealth Advisors
California
$3.02M -$225K -3,620 -7%
LNC
44
Lincoln National Corp
Pennsylvania
$2.97M -$242K -3,894 -8%
FAT
45
First American Trust
California
$2.94M +$182K +2,935 +7%
SIAG
46
Safeguard Investment Advisory Group
California
$2.85M +$357K +5,750 +14%
EAM
47
Evanson Asset Management
California
$2.67M +$141K +2,272 +6%
WP
48
WealthSource Partners
California
$2.58M -$331K -5,334 -11%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.45M +$274K +4,418 +13%
SEI Investments
50
SEI Investments
Pennsylvania
$2.44M +$534K +8,595 +28%

CMF Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2021, worth a combined $1.2B — up 4.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CMF positions and 10 closed out — a net gain of 17 holders — while 88 added to existing stakes and 51 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $9.93M. The largest seller was Ameriprise, cutting an estimated $16.6M.

  • 205 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $1.2B of iShares California Muni Bond ETF stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 27 funds opened new iShares California Muni Bond ETF positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2021 was Miracle Mile Advisors, an estimated $9.93M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2021 was Ameriprise, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.