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iShares California Muni Bond ETF
CMF

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

91% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

13% more funds holding

Funds holding: 146 → 165 (+19)

10% more capital invested

Capital invested by funds: $730M → $805M (+$74.4M)

2.36% more ownership

Funds ownership: 53.33% → 55.68% (+2.4%)

Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$31.5M
2
MA
MUFG Americas
New York
+$9.04M
3
FFA
First Foundation Advisors
California
+$3.96M
4
MMA
Miracle Mile Advisors
California
+$3.56M
5
Wells Fargo
Wells Fargo
California
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$9.32M
2
Jane Street
Jane Street
New York
-$4.14M
3
UBS Group
UBS Group
Switzerland
-$3.68M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
CCM
Coe Capital Management
Illinois
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$1.63M -$27.5K -449 -2%
FCIM
52
Fairview Capital Investment Management
California
$1.6M – – –
EAM
53
Evanson Asset Management
California
$1.54M – – –
JP Morgan Chase
54
JP Morgan Chase
New York
$1.54M -$38.8K -634 -2%
SWRP
55
Summit Wealth & Retirement Planning
California
$1.39M +$40.9K +668 +3%
EA
56
Elm Advisors
California
$1.34M +$1.53K +25 +0.1%
CS
57
Credit Suisse
Switzerland
$1.23M +$1.22M +20,000 New
TCPWM
58
Traverso Chambers Private Wealth Management
California
$1.22M +$25.1K +411 +2%
AWS
59
AJ Wealth Strategies
New York
$1.21M – – –
HWA
60
HCR Wealth Advisors
California
$1.21M +$193K +3,159 +19%
UCFA
61
United Capital Financial Advisors
Texas
$1.2M +$99.9K +1,633 +9%
CT
62
Columbia Trust
Oregon
$1.15M +$1.15M +18,850 New
VWA
63
VERITY Wealth Advisors
United States
$1.15M – – –
BOTW
64
Bank of the West
California
$1.11M -$170K -2,776 -13%
BCI
65
Brinker Capital Investments
Pennsylvania
$1.08M +$150K +2,458 +16%
AssetMark Inc
66
AssetMark Inc
California
$1.07M +$506K +8,276 +90%
RF
67
RHS Financial
California
$1.06M -$55.2K -902 -5%
LGWM
68
Litman Gregory Wealth Management
California
$1.06M +$121K +1,973 +13%
Stifel Financial
69
Stifel Financial
Missouri
$1.05M +$404K +6,601 +62%
BRWM
70
B. Riley Wealth Management
Tennessee
$1.03M -$30.6K -500 -3%
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$991K +$5.81K +95 +0.6%
NFG
72
NewFocus Financial Group
Washington
$922K -$16.9K -277 -2%
KWM
73
Kingsview Wealth Management
Oregon
$913K -$22.2K -363 -2%
LNC
74
Lincoln National Corp
Pennsylvania
$895K +$54.9K +897 +7%
CONA
75
Capital One National Association
New York
$884K +$883K +14,435 New
1 2
3
4 5

CMF Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2019, worth a combined $805M — up 10% from $730M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CMF positions and 8 closed out — a net gain of 21 holders — while 67 added to existing stakes and 35 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $31.5M. The largest seller was Principal Financial Group, cutting an estimated $9.32M.

  • 165 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2019, up from 146 in Q3 2019.
  • Funds reported $805M of iShares California Muni Bond ETF stock for Q4 2019, up 10% quarter-over-quarter.
  • 29 funds opened new iShares California Muni Bond ETF positions in Q4 2019 and 8 closed out, a net change of +21 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $31.5M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2019 was Principal Financial Group, an estimated $9.32M sold.

Based on aggregated 13F filings for Q4 2019.