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iShares California Muni Bond ETF
CMF

176 hedge funds and large institutions have $955M invested in iShares California Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 38

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $935M → $955M (+$19.8M)

1% more funds holding

Funds holding: 175 → 176 (+1)

1.15% less ownership

Funds ownership: 58.21% → 57.06% (-1.1%)

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
21
Increased
73
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$29.5M
2
Ameriprise
Ameriprise
Minnesota
+$7.63M
3
LPL Financial
LPL Financial
California
+$2.67M
4
Wells Fargo
Wells Fargo
California
+$2.52M
5
Jane Street
Jane Street
New York
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
-$14.1M
2
PA
Parkside Advisors
California
-$8.33M
3
Bank of America
Bank of America
North Carolina
-$5.22M
4
Principal Financial Group
Principal Financial Group
Iowa
-$3.57M
5
AssetMark Inc
AssetMark Inc
California
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.08M +$49.8K +798 +5%
Renaissance Technologies
77
Renaissance Technologies
New York
$1.05M -$134K -2,146 -11%
AWS
78
AJ Wealth Strategies
New York
$1.03M – – –
PCA
79
Personal Capital Advisors
California
$1.01M -$274K -4,386 -21%
EWM
80
Empirical Wealth Management
Washington
$992K +$66.5K +1,065 +7%
AllianceBernstein
81
AllianceBernstein
Tennessee
$982K +$401K +6,419 +70%
Creative Planning
82
Creative Planning
Kansas
$980K +$974K +15,592 New
Stifel Financial
83
Stifel Financial
Missouri
$904K +$34.1K +546 +4%
AC
84
Apella Capital
Connecticut
$841K +$130K +2,086 +18%
WA
85
Winfield Associates
Ohio
$839K +$31.2K +500 +4%
Fisher Asset Management
86
Fisher Asset Management
Washington
$805K -$136K -2,172 -14%
MWM
87
McNaughton Wealth Management
California
$799K -$4.06K -65 -0.5%
CW
88
CreativeOne Wealth
Kansas
$798K +$793K +12,704 New
KAS
89
Kestra Advisory Services
Texas
$764K +$752K +12,045 +10,474%
DWM
90
Destination Wealth Management
California
$755K +$388K +6,209 +107%
NL
91
NWAM LLC
Washington
$747K +$742K +11,890 New
CPSC
92
Carl P. Sherr & Co
Massachusetts
$727K +$119K +1,912 +20%
KWM
93
Kingsview Wealth Management
Oregon
$715K +$31.2K +500 +5%
JP Morgan Chase
94
JP Morgan Chase
New York
$698K -$210K -3,359 -23%
OWM
95
Opes Wealth Management
California
$686K -$873K -13,978 -56%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$654K +$650K +10,416 New
CL
97
Choreo LLC
Illinois
$648K +$3.62K +58 +0.6%
FWP
98
Falcon Wealth Planning
California
$644K +$640K +10,251 New
BA
99
Bristlecone Advisors
Washington
$622K +$54.6K +875 +10%
FTUS
100
Flow Traders U.S.
New York
$610K +$607K +9,716 New
2 3
4
5 6

CMF Hedge Fund Activity: Q4 2020 in Review

176 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2020, worth a combined $955M — up 2.1% from $935M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CMF positions and 15 closed out — a net gain of 6 holders — while 73 added to existing stakes and 38 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $29.5M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $14.1M sold.

  • 176 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $955M of iShares California Muni Bond ETF stock for Q4 2020, up 2.1% quarter-over-quarter.
  • 21 funds opened new iShares California Muni Bond ETF positions in Q4 2020 and 15 closed out, a net change of +6 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $29.5M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2020 was Clear Creek Financial Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2020.