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iShares California Muni Bond ETF
CMF

176 hedge funds and large institutions have $955M invested in iShares California Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 38

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $935M → $955M (+$19.8M)

1% more funds holding

Funds holding: 175 → 176 (+1)

1.15% less ownership

Funds ownership: 58.21% → 57.06% (-1.1%)

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
21
Increased
73
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$29.5M
2
Ameriprise
Ameriprise
Minnesota
+$7.63M
3
LPL Financial
LPL Financial
California
+$2.67M
4
Wells Fargo
Wells Fargo
California
+$2.52M
5
Jane Street
Jane Street
New York
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
-$14.1M
2
PA
Parkside Advisors
California
-$8.33M
3
Bank of America
Bank of America
North Carolina
-$5.22M
4
Principal Financial Group
Principal Financial Group
Iowa
-$3.57M
5
AssetMark Inc
AssetMark Inc
California
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
51
Summit Wealth & Retirement Planning
California
$1.82M +$426K +6,825 +31%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.79M -$147K -2,358 -8%
OGF
53
Orin Green Financial
California
$1.77M +$1.76M +28,187 New
LCAM
54
London & Capital Asset Management
United Kingdom
$1.73M – – –
OCM
55
One Capital Management
California
$1.73M +$9.62K +154 +0.6%
CAG
56
Curtis Advisory Group
California
$1.72M +$697K +11,166 +69%
FMN
57
Financial Management Network
California
$1.7M +$1.69M +27,048 New
BCI
58
Brinker Capital Investments
Pennsylvania
$1.67M +$187K +3,003 +13%
FCIM
59
Fairview Capital Investment Management
California
$1.66M – – –
VCM
60
Vivaldi Capital Management
Illinois
$1.61M – – –
EAM
61
Evanson Asset Management
California
$1.58M – – –
CCM
62
Covington Capital Management
California
$1.58M +$745K +11,930 +90%
HWA
63
HCR Wealth Advisors
California
$1.53M +$86K +1,378 +6%
AWA
64
Aaron Wealth Advisors
Illinois
$1.45M +$1.44M +23,029 New
WT
65
Whittier Trust
California
$1.42M – – –
PCMC
66
Paragon Capital Management (Colorado)
Colorado
$1.36M +$1.35M +21,697 New
EA
67
Elm Advisors
California
$1.35M -$17.5K -280 -1%
CAN
68
Cetera Advisor Networks
California
$1.32M -$715K -11,459 -35%
TCPWM
69
Traverso Chambers Private Wealth Management
California
$1.28M +$10.3K +165 +0.8%
BPA
70
Beacon Pointe Advisors
California
$1.24M +$44.7K +716 +4%
Cerity Partners
71
Cerity Partners
New York
$1.23M +$1.23M +19,631 New
HighTower Advisors
72
HighTower Advisors
Illinois
$1.22M +$226K +3,620 +23%
DAS
73
Dynamic Advisor Solutions
Arizona
$1.18M +$163K +2,612 +16%
VWA
74
VERITY Wealth Advisors
United States
$1.18M – – –
RF
75
RHS Financial
California
$1.1M +$257K +4,122 +31%
1 2
3
4 5

CMF Hedge Fund Activity: Q4 2020 in Review

176 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2020, worth a combined $955M — up 2.1% from $935M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CMF positions and 15 closed out — a net gain of 6 holders — while 73 added to existing stakes and 38 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $29.5M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $14.1M sold.

  • 176 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $955M of iShares California Muni Bond ETF stock for Q4 2020, up 2.1% quarter-over-quarter.
  • 21 funds opened new iShares California Muni Bond ETF positions in Q4 2020 and 15 closed out, a net change of +6 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $29.5M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2020 was Clear Creek Financial Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2020.