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iShares California Muni Bond ETF
CMF

174 hedge funds and large institutions have $923M invested in iShares California Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

27% more capital invested

Capital invested by funds: $727M → $923M (+$196M)

7% more funds holding

Funds holding: 162 → 174 (+12)

5.48% more ownership

Funds ownership: 54.66% → 60.14% (+5.5%)

Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.27%
New
23
Increased
69
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$86.3M
2
Jane Street
Jane Street
New York
+$27.8M
3
BRWM
B. Riley Wealth Management
Tennessee
+$20.7M
4
NFG
NewFocus Financial Group
Washington
+$15.5M
5
Ameriprise
Ameriprise
Minnesota
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
-$15.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.65M
4
Osaic Holdings
Osaic Holdings
Arizona
-$5.09M
5
MWM
Mission Wealth Management
California
-$4.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$872K -$4.47K -73 -0.5%
PCA
77
Personal Capital Advisors
California
$863K -$2.08K -34 -0.2%
Fisher Asset Management
78
Fisher Asset Management
Washington
$816K +$61.3K +1,000 +8%
RF
79
RHS Financial
California
$801K -$43.6K -712 -5%
DAS
80
Dynamic Advisor Solutions
Arizona
$799K +$368K +6,000 +88%
MWM
81
McNaughton Wealth Management
California
$786K +$3K +49 +0.4%
AssetMark Inc
82
AssetMark Inc
California
$738K -$313K -5,106 -30%
WA
83
Winfield Associates
Ohio
$687K – – –
MCM
84
Maxim Capital Management
California
$665K +$650K +10,603 New
AC
85
Apella Capital
Connecticut
$657K -$38.7K -631 -6%
WCG
86
Weaver Consulting Group
California
$654K +$66.3K +1,082 +11%
FAAS
87
First Allied Advisory Services
California
$647K – – –
PAS
88
Partnervest Advisory Services
California
$638K +$25.7K +420 +4%
AAS
89
Avantax Advisory Services
Texas
$582K +$61 +1 +0%
LGWM
90
Litman Gregory Wealth Management
California
$580K +$29.5K +482 +5%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$567K -$141K -2,306 -20%
EWM
92
Empirical Wealth Management
Washington
$560K -$99.8K -1,628 -15%
PCTC
93
Perkins Coie Trust Company
Washington
$559K – – –
FC
94
FCA Corp
Texas
$551K -$47.9K -782 -8%
BA
95
Bristlecone Advisors
Washington
$551K +$543K +8,865 New
WS
96
Wedbush Securities
California
$541K – – –
EHPM
97
Emery Howard Portfolio Management
California
$538K +$2.7K +44 +0.5%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$518K +$2.64K +43 +0.5%
M&T Bank
99
M&T Bank
New York
$497K +$490K +8,000 New
MA
100
MUFG Americas
New York
$495K +$1.15M +18,731 +12%
2 3
4
5 6

CMF Hedge Fund Activity: Q2 2020 in Review

174 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2020, worth a combined $923M — up 27% from $727M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CMF positions and 10 closed out — a net gain of 13 holders — while 69 added to existing stakes and 44 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $86.3M. The largest seller was Miracle Mile Advisors, cutting an estimated $15.2M.

  • 174 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2020, up from 162 in Q1 2020.
  • Funds reported $923M of iShares California Muni Bond ETF stock for Q2 2020, up 27% quarter-over-quarter.
  • 23 funds opened new iShares California Muni Bond ETF positions in Q2 2020 and 10 closed out, a net change of +13 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $86.3M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2020 was Miracle Mile Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2020.