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iShares California Muni Bond ETF
CMF

182 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

3% more funds holding

Funds holding: 176 → 182 (+6)

3% more capital invested

Capital invested by funds: $955M → $986M (+$30.6M)

0.36% more ownership

Funds ownership: 57.06% → 57.41% (+0.36%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
69
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$25.9M
2
EWA
EP Wealth Advisors
California
+$16.8M
3
Morgan Stanley
Morgan Stanley
New York
+$5.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.89M
5
OWM
Opes Wealth Management
California
+$5.42M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.31M
2
FI
FormulaFolio Investments
Michigan
-$4.43M
3
FFA
First Foundation Advisors
California
-$3.28M
4
PIM
Parker Investment Management
California
-$1.94M
5
AWA
Aaron Wealth Advisors
Illinois
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
AJ Wealth Strategies
New York
$1.02M – – –
AllianceBernstein
77
AllianceBernstein
Tennessee
$1.01M +$41.1K +657 +4%
RF
78
RHS Financial
California
$1.01M -$82.3K -1,316 -8%
CAN
79
Cetera Advisor Networks
California
$992K -$313K -5,004 -24%
DWM
80
Destination Wealth Management
California
$934K +$188K +3,010 +25%
NL
81
NWAM LLC
Washington
$880K +$142K +2,270 +19%
WA
82
Winfield Associates
Ohio
$879K +$50K +800 +6%
MWM
83
McNaughton Wealth Management
California
$877K +$88.3K +1,412 +11%
Fisher Asset Management
84
Fisher Asset Management
Washington
$875K +$79.3K +1,268 +10%
EWM
85
Empirical Wealth Management
Washington
$845K -$137K -2,195 -14%
AC
86
Apella Capital
Connecticut
$827K -$4.38K -70 -0.5%
CPSC
87
Carl P. Sherr & Co
Massachusetts
$759K +$40.3K +645 +6%
BlackRock
88
BlackRock
New York
$747K -$1.42M -22,741 -65%
KWM
89
Kingsview Wealth Management
Oregon
$710K +$4.06K +65 +0.6%
BA
90
Bristlecone Advisors
Washington
$693K +$78.1K +1,250 +13%
FWP
91
Falcon Wealth Planning
California
$686K +$49.9K +799 +8%
AAS
92
Avantax Advisory Services
Texas
$686K +$128K +2,050 +23%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$667K +$20.1K +322 +3%
Stifel Financial
94
Stifel Financial
Missouri
$653K -$242K -3,873 -27%
CL
95
Choreo LLC
Illinois
$593K -$48K -768 -7%
LGWM
96
Litman Gregory Wealth Management
California
$581K -$21.3K -341 -4%
PCTC
97
Perkins Coie Trust Company
Washington
$559K – – –
FC
98
FCA Corp
Texas
$551K – – –
EHPM
99
Emery Howard Portfolio Management
California
$545K +$1.5K +24 +0.3%
WCG
100
Weaver Consulting Group
California
$541K -$38.7K -619 -7%
2 3
4
5 6

CMF Hedge Fund Activity: Q1 2021 in Review

182 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2021, worth a combined $986M — up 3.2% from $955M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CMF positions and 13 closed out — a net gain of 7 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $25.9M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.31M.

  • 182 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $986M of iShares California Muni Bond ETF stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 20 funds opened new iShares California Muni Bond ETF positions in Q1 2021 and 13 closed out, a net change of +7 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $25.9M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2021 was Qube Research & Technologies (QRT), an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2021.