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iShares California Muni Bond ETF

189 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 52

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $1.12B → $1.14B (+$28.3M)

1% more funds holding

Funds holding: 188189 (+1)

0.16% more ownership

Funds ownership: 60.23%60.39% (+0.16%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
51
BlackRock
New York
$2.17M -$98.8K -1,577 -4%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.17M -$234K -3,739 -10%
Goldman Sachs
53
Goldman Sachs
New York
$2.11M -$58K -925 -3%
ACA
54
Atlas Capital Advisors
Wyoming
$1.97M +$271K +4,319 +16%
RF
55
RHS Financial
California
$1.95M +$226K +3,599 +13%
CCM
56
Covington Capital Management
California
$1.9M +$119K +1,899 +7%
SEI Investments
57
SEI Investments
Pennsylvania
$1.89M +$706K +11,268 +59%
UCFA
58
United Capital Financial Advisors
Texas
$1.89M -$119K -1,894 -6%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.81M -$636K -10,141 -26%
SWRP
60
Summit Wealth & Retirement Planning
California
$1.78M -$7.65K -122 -0.4%
DAS
61
Dynamic Advisor Solutions
Arizona
$1.75M -$700K -11,172 -28%
PCMC
62
Paragon Capital Management (Colorado)
Colorado
$1.74M -$3.2K -51 -0.2%
PFS
63
Prospera Financial Services
Texas
$1.73M +$1.2M +19,200 +223%
LCAM
64
London & Capital Asset Management
United Kingdom
$1.71M
BRWA
65
B. Riley Wealth Advisors
Florida
$1.69M +$1.71M +27,270 New
FCIM
66
Fairview Capital Investment Management
California
$1.64M
OCM
67
One Capital Management
California
$1.6M -$7.39K -118 -0.5%
PCA
68
Personal Capital Advisors
California
$1.53M +$87.4K +1,394 +6%
HWA
69
HCR Wealth Advisors
California
$1.51M -$22.4K -357 -1%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1.44M -$430K -6,858 -23%
WT
71
Whittier Trust
California
$1.4M -$5.01K -80 -0.4%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.3M +$15.4K +246 +1%
BCI
73
Brinker Capital Investments
Pennsylvania
$1.3M +$119K +1,898 +10%
TCPWM
74
Traverso Chambers Private Wealth Management
California
$1.26M +$188 +3 +0%
PW
75
Peninsula Wealth
California
$1.24M +$460K +7,348 +58%

CMF Hedge Fund Activity: Q3 2021 in Review

189 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2021, worth a combined $1.14B — up 2.5% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CMF positions and 9 closed out — a net gain of 5 holders — while 81 added to existing stakes and 52 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $12.2M. The largest seller was Jane Street, cutting an estimated $10M.

  • 189 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2021, up from 188 in Q2 2021.
  • Funds reported $1.14B of iShares California Muni Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 14 funds opened new iShares California Muni Bond ETF positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $12.2M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2021.