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iShares California Muni Bond ETF
CMF

193 hedge funds and large institutions have $1.05B invested in iShares California Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

2% more funds holding

Funds holding: 190 → 193 (+3)

3.32% less ownership

Funds ownership: 65.85% → 62.53% (-3.3%)

9% less capital invested

Capital invested by funds: $1.15B → $1.05B (-$102M)

60% less call options, than puts

Call options by funds: $369K | Put options by funds: $933K

Holders
193
Holders Change
+3
Holders Change %
+1.58%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
23
Increased
70
Reduced
58
Closed
18
Calls
$369K
Puts
$933K
Net Calls
-$564K
Net Calls Change
-$231K

Top Buyers

Rank Fund Capital Flow
1
BC
Brio Consultants
California
+$25.5M
2
B
Bailard
California
+$17.6M
3
FTUS
Flow Traders U.S.
New York
+$14.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.4M
5
WP
WealthSource Partners
California
+$13M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$76.9M
2
Ameriprise
Ameriprise
Minnesota
-$46.5M
3
LCM
Leisure Capital Management
California
-$25M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
51
Warren Street Wealth Advisors
California
$2.98M -$181K -3,200 -5%
DAS
52
Dynamic Advisor Solutions
Arizona
$2.81M +$93K +1,643 +3%
SW
53
SteelPeak Wealth
California
$2.73M -$779K -13,767 -21%
EAM
54
Evanson Asset Management
California
$2.72M +$402K +7,099 +16%
BOTW
55
Bank of the West
California
$2.48M -$942K -16,640 -27%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.21M -$4.8M -84,770 -68%
EWM
57
Empirical Wealth Management
Washington
$2.09M -$613K -10,832 -22%
SIAG
58
Safeguard Investment Advisory Group
California
$2M -$779K -13,761 -27%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.91M +$81.5K +1,440 +4%
CCM
60
Covington Capital Management
California
$1.79M +$54.3K +960 +3%
SVCP
61
Silicon Valley Capital Partners
California
$1.78M -$1.98K -35 -0.1%
PPW
62
Parcion Private Wealth
Washington
$1.75M +$101K +1,782 +6%
CAG
63
Curtis Advisory Group
California
$1.75M +$728K +12,860 +66%
ECM
64
Evergreen Capital Management
Washington
$1.72M +$1.79M +31,663 New
RF
65
RHS Financial
California
$1.69M -$194K -3,432 -10%
PA
66
Parallel Advisors
California
$1.68M +$182K +3,218 +12%
RPCA
67
Running Point Capital Advisors
California
$1.56M +$811K +14,331 +99%
BSW
68
Buckingham Strategic Wealth
Missouri
$1.54M +$494K +8,728 +45%
MWM
69
McNaughton Wealth Management
California
$1.52M +$82.6K +1,459 +5%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.51M -$543K -9,584 -26%
NA
71
NewEdge Advisors
Louisiana
$1.47M +$7.13K +126 +0.5%
LCAM
72
London & Capital Asset Management
United Kingdom
$1.44M -$55.8K -985 -4%
CIA
73
Caerus Investment Advisors
Texas
$1.42M – – –
BCM
74
Boltwood Capital Management
California
$1.42M -$369K -6,510 -20%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$1.4M +$67.9K +1,200 New
1 2
3
4 5

CMF Hedge Fund Activity: Q3 2022 in Review

193 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2022, worth a combined $1.05B — down 8.8% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CMF positions and 18 closed out — a net gain of 5 holders — while 70 added to existing stakes and 58 trimmed.

The largest buyer was Brio Consultants, opening a new position worth an estimated $25.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $76.9M.

  • 193 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2022, up from 190 in Q2 2022.
  • Funds reported $1.05B of iShares California Muni Bond ETF stock for Q3 2022, down 8.8% quarter-over-quarter.
  • 23 funds opened new iShares California Muni Bond ETF positions in Q3 2022 and 18 closed out, a net change of +5 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2022 was Brio Consultants, an estimated $25.5M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2022 was Charles Schwab Investment Advisory, an estimated $76.9M sold.

Based on aggregated 13F filings for Q3 2022.