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iShares California Muni Bond ETF
CMF

81 hedge funds and large institutions have $252M invested in iShares California Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 84 → 81 (-3)

10% less capital invested

Capital invested by funds: $279M → $252M (-$27.4M)

10.6% less ownership

Funds ownership: 79.86% → 69.26% (-11%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$7.76M
2
VKH
Virtu KCG Holdings
New York
+$5.77M
3
B
Bailard
California
+$2.21M
4
WP
WealthSource Partners
California
+$1.44M
5
Ameriprise
Ameriprise
Minnesota
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$15.2M
2
MWM
Mission Wealth Management
California
-$9.77M
3
FFA
First Foundation Advisors
California
-$5.93M
4
NFG
NewFocus Financial Group
Washington
-$5.25M
5
RBCM
Raub Brock Capital Management
California
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
51
Rand Wealth
Maryland
$368K – – –
BOS
52
Bank of Stockton
California
$337K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$335K – – –
CAN
54
Cetera Advisor Networks
California
$302K -$809 -14 -0.3%
LGWM
55
Litman Gregory Wealth Management
California
$289K – – –
Stifel Financial
56
Stifel Financial
Missouri
$281K +$347 +6 +0.1%
CCP
57
Corient Capital Partners
California
$279K -$57.8K -1,000 -17%
BOTW
58
Bank of the West
California
$251K +$250K +4,324 New
RJFSA
59
Raymond James Financial Services Advisors
Florida
$238K -$497K -8,600 -68%
EWM
60
Empirical Wealth Management
Washington
$233K -$69.9K -1,210 -23%
CCM
61
Coe Capital Management
Illinois
$230K – – –
PAS
62
Partnervest Advisory Services
California
$227K -$85.3K -1,476 -27%
Mariner
63
Mariner
Kansas
$218K -$85.3K -1,476 -28%
ERIM
64
Eagle Ridge Investment Management
Connecticut
$211K – – –
WIM
65
Westside Investment Management
California
$203K – – –
GRP
66
Global Retirement Partners
California
$162K – – –
CAG
67
Crestwood Advisors Group
Massachusetts
$154K +$153K +2,650 New
SEIA
68
Signature Estate & Investment Advisors
California
$121K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$106K – – –
US Bancorp
70
US Bancorp
Minnesota
$59K +$809 +14 +1%
GWM
71
Geneos Wealth Management
Colorado
$58K – – –
RFA
72
Reilly Financial Advisors
California
$52K -$11.6K -200 -18%
GI
73
Gradient Investments
Minnesota
$39K – – –
PA
74
Parallel Advisors
California
$36K +$15.6K +270 +78%
ASN
75
Advisory Services Network
Georgia
$30K +$30.3K +524 New
1 2
3
4

CMF Hedge Fund Activity: Q1 2017 in Review

81 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2017, worth a combined $252M — down 9.8% from $279M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CMF and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, opening a new position worth an estimated $7.76M. The largest seller was Bank of America, cutting an estimated $15.2M.

  • 81 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2017, down from 84 in Q4 2016.
  • Funds reported $252M of iShares California Muni Bond ETF stock for Q1 2017, down 9.8% quarter-over-quarter.
  • 8 funds opened new iShares California Muni Bond ETF positions in Q1 2017 and 9 closed out, a net change of -1 holder.
  • The largest iShares California Muni Bond ETF buyer in Q1 2017 was Jane Street, an estimated $7.76M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2017 was Bank of America, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2017.