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iShares California Muni Bond ETF

205 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 51

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 189205 (+16)

1.15% more ownership

Funds ownership: 60.39%61.55% (+1.2%)

5% more capital invested

Capital invested by funds: $1.14B → $1.2B (+$54.8M)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
51
Fairview Capital Investment Management
California
$2.4M +$758K +12,200 +46%
PPW
52
Parcion Private Wealth
Washington
$2.33M -$447K -7,200 -16%
OGF
53
Orin Green Financial
California
$2.25M +$158K +2,548 +7%
Goldman Sachs
54
Goldman Sachs
New York
$2.12M -$7.83K -126 -0.4%
SVCP
55
Silicon Valley Capital Partners
California
$2.1M +$2.09M +33,634 New
PFS
56
Prospera Financial Services
Texas
$2.06M +$329K +5,300 +19%
ACA
57
Atlas Capital Advisors
Wyoming
$2.03M +$58.8K +946 +3%
CCM
58
Covington Capital Management
California
$1.97M +$69.6K +1,120 +4%
PW
59
Peninsula Wealth
California
$1.86M +$617K +9,929 +50%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.82M +$1.49K +24 +0.1%
PCMC
61
Paragon Capital Management (Colorado)
Colorado
$1.76M +$6.96K +112 +0.4%
SWRP
62
Summit Wealth & Retirement Planning
California
$1.73M -$62.2K -1,001 -3%
LCAM
63
London & Capital Asset Management
United Kingdom
$1.72M
UCFA
64
United Capital Financial Advisors
Texas
$1.69M -$206K -3,320 -11%
CAG
65
Curtis Advisory Group
California
$1.5M -$937K -15,087 -39%
ACI
66
Alpha Cubed Investments
California
$1.5M +$994K +16,000 +201%
BlackRock
67
BlackRock
New York
$1.48M -$694K -11,176 -32%
OCM
68
One Capital Management
California
$1.47M -$133K -2,135 -8%
HWA
69
HCR Wealth Advisors
California
$1.45M -$70.3K -1,131 -5%
WT
70
Whittier Trust
California
$1.4M
RJA
71
Raymond James & Associates
Florida
$1.33M +$555K +8,927 +72%
RF
72
RHS Financial
California
$1.32M -$631K -10,149 -32%
CFC
73
Client First Capital
California
$1.3M +$1.3M +20,910 New
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.3M -$14.4K -231 -1%
DWM
75
Destination Wealth Management
California
$1.28M +$380K +6,122 +42%

CMF Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2021, worth a combined $1.2B — up 4.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CMF positions and 10 closed out — a net gain of 17 holders — while 88 added to existing stakes and 51 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $9.93M. The largest seller was Ameriprise, cutting an estimated $16.6M.

  • 205 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $1.2B of iShares California Muni Bond ETF stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 27 funds opened new iShares California Muni Bond ETF positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2021 was Miracle Mile Advisors, an estimated $9.93M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2021 was Ameriprise, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.