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iShares California Muni Bond ETF

48 hedge funds and large institutions have $93.4M invested in iShares California Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $83.1M → $93.4M (+$10.2M)

0.69% more ownership

Funds ownership: 63.93%64.62% (+0.69%)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
-$119K -2,186 Closed
JG
52
Jefferies Group
New York
-$6K -102 Closed

CMF Hedge Fund Activity: Q1 2014 in Review

48 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2014, worth a combined $93.4M — up 12% from $83.1M a quarter earlier.

Fund positioning in CMF was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 19 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $3.44M. The largest seller was MUFG Americas, cutting an estimated $1.45M.

  • 48 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $93.4M of iShares California Muni Bond ETF stock for Q1 2014, up 12% quarter-over-quarter.
  • 4 funds opened new iShares California Muni Bond ETF positions in Q1 2014 and 4 closed out, a net change of 0 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2014 was Bank of America, an estimated $3.44M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2014 was MUFG Americas, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2014.