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iShares California Muni Bond ETF
CMF

188 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 47

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $986M → $1.12B (+$130M)

3% more funds holding

Funds holding: 182 → 188 (+6)

2.82% more ownership

Funds ownership: 57.41% → 60.23% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
81
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$88.8M
2
SC
Slow Capital
California
+$7.11M
3
Jane Street
Jane Street
New York
+$6.04M
4
BCM
Brookstone Capital Management
Illinois
+$4.41M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.06M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.86M
3
AssetMark Inc
AssetMark Inc
California
-$3.47M
4
MMA
Miracle Mile Advisors
California
-$3.17M
5
EWA
EP Wealth Advisors
California
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$1.2M +$1.2M +19,203 New
BCI
77
Brinker Capital Investments
Pennsylvania
$1.19M +$116K +1,855 +11%
VWA
78
VERITY Wealth Advisors
United States
$1.18M – – –
AC
79
Apella Capital
Connecticut
$1.1M +$267K +4,275 +32%
Cerity Partners
80
Cerity Partners
New York
$1.09M -$75.2K -1,202 -6%
EA
81
Elm Advisors
California
$1.04M +$4.06K +65 +0.4%
AWS
82
AJ Wealth Strategies
New York
$1.02M – – –
WA
83
Winfield Associates
Ohio
$1.01M +$128K +2,050 +14%
HighTower Advisors
84
HighTower Advisors
Illinois
$995K -$107K -1,719 -10%
CAN
85
Cetera Advisor Networks
California
$982K -$18.1K -289 -2%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$929K +$256K +4,099 +38%
Fisher Asset Management
87
Fisher Asset Management
Washington
$926K +$43.6K +698 +5%
NL
88
NWAM LLC
Washington
$913K +$26.4K +423 +3%
SIAG
89
Safeguard Investment Advisory Group
California
$886K +$429K +6,868 +94%
MWM
90
McNaughton Wealth Management
California
$884K -$750 -12 -0.1%
DWM
91
Destination Wealth Management
California
$880K -$61.6K -985 -7%
Renaissance Technologies
92
Renaissance Technologies
New York
$878K +$876K +14,015 New
FMTC
93
Farmers & Merchants Trust Company
California
$865K +$863K +13,808 New
PW
94
Peninsula Wealth
California
$789K -$345K -5,520 -30%
EWM
95
Empirical Wealth Management
Washington
$779K -$72.8K -1,165 -9%
AssetMark Inc
96
AssetMark Inc
California
$767K -$3.47M -55,484 -82%
CPSC
97
Carl P. Sherr & Co
Massachusetts
$765K – – –
KWM
98
Kingsview Wealth Management
Oregon
$714K -$1K -16 -0.1%
BA
99
Bristlecone Advisors
Washington
$698K – – –
AAS
100
Avantax Advisory Services
Texas
$691K – – –
2 3
4
5 6

CMF Hedge Fund Activity: Q2 2021 in Review

188 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2021, worth a combined $1.12B — up 13% from $986M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMF positions and 13 closed out — a net gain of 6 holders — while 81 added to existing stakes and 47 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $88.8M. The largest seller was Ameriprise, cutting an estimated $7.06M.

  • 188 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2021, up from 182 in Q1 2021.
  • Funds reported $1.12B of iShares California Muni Bond ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 19 funds opened new iShares California Muni Bond ETF positions in Q2 2021 and 13 closed out, a net change of +6 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $88.8M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2021 was Ameriprise, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2021.