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iShares California Muni Bond ETF
CMF

175 hedge funds and large institutions have $935M invested in iShares California Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $923M → $935M (+$12.5M)

1% more funds holding

Funds holding: 174 → 175 (+1)

1.93% less ownership

Funds ownership: 60.14% → 58.21% (-1.9%)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.53%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
12
Increased
75
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$15.3M
2
CCFM
Clear Creek Financial Management
Washington
+$14.1M
3
LPL Financial
LPL Financial
California
+$7.1M
4
Morgan Stanley
Morgan Stanley
New York
+$6.86M
5
AssetMark Inc
AssetMark Inc
California
+$6.09M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$21.3M
2
BRWM
B. Riley Wealth Management
Tennessee
-$21M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$15.9M
4
Goldman Sachs
Goldman Sachs
New York
-$10.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
51
Bank of the West
California
$2.14M +$984K +15,719 +85%
CAN
52
Cetera Advisor Networks
California
$2.02M +$64.7K +1,034 +3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.93M +$12.1K +194 +0.6%
5L
54
55I LLC
Massachusetts
$1.82M +$1.82M +29,121 New
EWA
55
EP Wealth Advisors
California
$1.77M -$307K -4,904 -15%
LCAM
56
London & Capital Asset Management
United Kingdom
$1.72M – – –
OCM
57
One Capital Management
California
$1.71M -$433K -6,925 -20%
FCIM
58
Fairview Capital Investment Management
California
$1.64M – – –
VCM
59
Vivaldi Capital Management
Illinois
$1.6M -$183K -2,925 -10%
EAM
60
Evanson Asset Management
California
$1.57M – – –
OWM
61
Opes Wealth Management
California
$1.55M +$814 +13 +0.1%
BCI
62
Brinker Capital Investments
Pennsylvania
$1.48M -$22.8K -365 -2%
HWA
63
HCR Wealth Advisors
California
$1.44M +$165K +2,634 +13%
WT
64
Whittier Trust
California
$1.41M – – –
SWRP
65
Summit Wealth & Retirement Planning
California
$1.39M +$132K +2,110 +11%
EA
66
Elm Advisors
California
$1.36M – – –
PCA
67
Personal Capital Advisors
California
$1.28M +$417K +6,660 +48%
TCPWM
68
Traverso Chambers Private Wealth Management
California
$1.26M +$250 +4 +0%
BPA
69
Beacon Pointe Advisors
California
$1.19M +$30.4K +485 +3%
Renaissance Technologies
70
Renaissance Technologies
New York
$1.18M -$2.23M -35,600 -65%
VWA
71
VERITY Wealth Advisors
United States
$1.17M – – –
AAS
72
Avantax Advisory Services
Texas
$1.04M +$453K +7,236 +77%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.02M +$458K +7,321 +80%
AWS
74
AJ Wealth Strategies
New York
$1.02M – – –
DAS
75
Dynamic Advisor Solutions
Arizona
$1.01M +$208K +3,331 +26%
1 2
3
4 5

CMF Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2020, worth a combined $935M — up 1.4% from $923M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMF positions and 9 closed out — a net gain of 3 holders — while 75 added to existing stakes and 40 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $15.3M. The largest seller was Jane Street, cutting an estimated $21.3M.

  • 175 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2020, up from 174 in Q2 2020.
  • Funds reported $935M of iShares California Muni Bond ETF stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 12 funds opened new iShares California Muni Bond ETF positions in Q3 2020 and 9 closed out, a net change of +3 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $15.3M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2020 was Jane Street, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2020.