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iShares California Muni Bond ETF
CMF

90 hedge funds and large institutions have $266M invested in iShares California Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

11% more funds holding

Funds holding: 81 → 90 (+9)

6% more capital invested

Capital invested by funds: $252M → $266M (+$14.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.12% less ownership

Funds ownership: 69.26% → 69.14% (-0.12%)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
33
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.04M
2
B
Bailard
California
+$3.44M
3
Ameriprise
Ameriprise
Minnesota
+$2.16M
4
UBS Group
UBS Group
Switzerland
+$1.74M
5
Goldman Sachs
Goldman Sachs
New York
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$4.25M
2
Jane Street
Jane Street
New York
-$2.49M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.01M
4
CSIA
Charles Schwab Investment Advisory
California
-$976K
5
MWM
Mission Wealth Management
California
-$808K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Parallel Advisors
California
$81K +$43.7K +744 +121%
NFG
77
Next Financial Group
Texas
$56K +$28.1K +478 +99%
FC
78
Ferris Capital
Massachusetts
$56K +$55.8K +950 New
RFA
79
Reilly Financial Advisors
California
$53K – – –
Creative Planning
80
Creative Planning
Kansas
$51K +$50.5K +860 New
GI
81
Gradient Investments
Minnesota
$40K – – –
ASN
82
Advisory Services Network
Georgia
$31K +$117 +2 +0.4%
HDIM
83
Hanson & Doremus Investment Management
Vermont
$31K +$31.1K +530 New
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$29K +$29.4K +500 New
SEI Investments
85
SEI Investments
Pennsylvania
$12K – – –
AF
86
Allworth Financial
California
$11K – – –
AIP
87
Ameritas Investment Partners
Nebraska
$11K – – –
BC
88
Bartlett & Co
Ohio
$9K – – –
BTIS
89
BB&T Investment Services
North Carolina
$6K +$6.22K +106 New
EWM
90
Empirical Wealth Management
Washington
– -$233K -4,002 Closed
Mariner
91
Mariner
Kansas
– -$218K -3,740 Closed
CAG
92
Crestwood Advisors Group
Massachusetts
– -$154K -2,650 Closed
GWM
93
Geneos Wealth Management
Colorado
– -$58K -1,000 Closed
1 2 3
4

CMF Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2017, worth a combined $266M — up 5.9% from $252M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CMF positions and 4 closed out — a net gain of 9 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $7.04M. The largest seller was Virtu KCG Holdings, cutting an estimated $4.25M.

  • 90 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2017, up from 81 in Q1 2017.
  • Funds reported $266M of iShares California Muni Bond ETF stock for Q2 2017, up 5.9% quarter-over-quarter.
  • 13 funds opened new iShares California Muni Bond ETF positions in Q2 2017 and 4 closed out, a net change of +9 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2017 was Bank of America, an estimated $7.04M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2017 was Virtu KCG Holdings, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2017.