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iShares California Muni Bond ETF
CMF

188 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 47

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $986M → $1.12B (+$130M)

3% more funds holding

Funds holding: 182 → 188 (+6)

2.82% more ownership

Funds ownership: 57.41% → 60.23% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
81
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$88.8M
2
SC
Slow Capital
California
+$7.11M
3
Jane Street
Jane Street
New York
+$6.04M
4
BCM
Brookstone Capital Management
Illinois
+$4.41M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.06M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.86M
3
AssetMark Inc
AssetMark Inc
California
-$3.47M
4
MMA
Miracle Mile Advisors
California
-$3.17M
5
EWA
EP Wealth Advisors
California
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
51
Parcion Private Wealth
Washington
$2.18M -$546K -8,734 -20%
CAG
52
Curtis Advisory Group
California
$2.14M +$291K +4,655 +16%
UCFA
53
United Capital Financial Advisors
Texas
$2.02M +$61.1K +978 +3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.88M +$311K +4,973 +20%
Principal Financial Group
55
Principal Financial Group
Iowa
$1.85M – – –
SWRP
56
Summit Wealth & Retirement Planning
California
$1.8M -$2.25K -36 -0.1%
CCM
57
Covington Capital Management
California
$1.79M +$72.2K +1,155 +4%
PCMC
58
Paragon Capital Management (Colorado)
Colorado
$1.76M +$500 +8 +0%
RF
59
RHS Financial
California
$1.74M +$724K +11,587 +72%
LCAM
60
London & Capital Asset Management
United Kingdom
$1.73M – – –
ACA
61
Atlas Capital Advisors
Wyoming
$1.71M +$1.71M +27,376 New
FCIM
62
Fairview Capital Investment Management
California
$1.65M – – –
OCM
63
One Capital Management
California
$1.62M -$71.8K -1,148 -4%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.61M -$130K -2,087 -8%
HWA
65
HCR Wealth Advisors
California
$1.55M -$79.2K -1,267 -5%
VCM
66
Vivaldi Capital Management
Illinois
$1.54M -$60.3K -964 -4%
FMN
67
Financial Management Network
California
$1.53M -$147K -2,350 -9%
BPA
68
Beacon Pointe Advisors
California
$1.52M +$470K +7,520 +45%
Citigroup
69
Citigroup
New York
$1.51M -$106K -1,703 -7%
PCA
70
Personal Capital Advisors
California
$1.46M -$23.4K -375 -2%
WT
71
Whittier Trust
California
$1.41M – – –
FAT
72
First American Trust
California
$1.31M +$1.31M +20,985 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.3M +$281K +4,500 +28%
Mariner
74
Mariner
Kansas
$1.28M +$1.28M +20,449 New
TCPWM
75
Traverso Chambers Private Wealth Management
California
$1.28M +$250 +4 +0%
1 2
3
4 5

CMF Hedge Fund Activity: Q2 2021 in Review

188 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2021, worth a combined $1.12B — up 13% from $986M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMF positions and 13 closed out — a net gain of 6 holders — while 81 added to existing stakes and 47 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $88.8M. The largest seller was Ameriprise, cutting an estimated $7.06M.

  • 188 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2021, up from 182 in Q1 2021.
  • Funds reported $1.12B of iShares California Muni Bond ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 19 funds opened new iShares California Muni Bond ETF positions in Q2 2021 and 13 closed out, a net change of +6 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $88.8M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2021 was Ameriprise, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2021.