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iShares California Muni Bond ETF

189 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 52

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $1.12B → $1.14B (+$28.3M)

1% more funds holding

Funds holding: 188189 (+1)

0.16% more ownership

Funds ownership: 60.23%60.39% (+0.16%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMN
76
Financial Management Network
California
$1.23M -$292K -4,656 -19%
BA
77
Bristlecone Advisors
Washington
$1.19M +$499K +7,966 +71%
VWA
78
VERITY Wealth Advisors
United States
$1.17M
Cerity Partners
79
Cerity Partners
New York
$1.16M +$78.4K +1,251 +7%
FMTC
80
Farmers & Merchants Trust Company
California
$1.09M +$235K +3,750 +27%
Creative Planning
81
Creative Planning
Kansas
$1.04M +$472K +7,532 +81%
EA
82
Elm Advisors
California
$1.04M +$5.01K +80 +0.5%
AC
83
Apella Capital
Connecticut
$1.02M -$70.9K -1,131 -6%
AWS
84
AJ Wealth Strategies
New York
$1.01M
WA
85
Winfield Associates
Ohio
$1.01M
HighTower Advisors
86
HighTower Advisors
Illinois
$932K -$51.7K -825 -5%
OMC
87
Old Mission Capital
Illinois
$929K +$938K +14,969 New
Fisher Asset Management
88
Fisher Asset Management
Washington
$919K +$1.57K +25 +0.2%
MWM
89
McNaughton Wealth Management
California
$898K +$21.7K +347 +2%
DWM
90
Destination Wealth Management
California
$897K +$25.6K +409 +3%
CAN
91
Cetera Advisor Networks
California
$826K -$149K -2,372 -15%
PAM
92
Private Asset Management
California
$801K +$809K +12,910 New
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$781K -$142K -2,258 -15%
RJA
94
Raymond James & Associates
Florida
$769K +$165K +2,625 +27%
AssetMark Inc
95
AssetMark Inc
California
$760K -$689 -11 -0.1%
CPSC
96
Carl P. Sherr & Co
Massachusetts
$759K
NL
97
NWAM LLC
Washington
$756K -$151K -2,412 -17%
FWP
98
Falcon Wealth Planning
California
$750K +$180K +2,876 +31%
AAS
99
Avantax Advisory Services
Texas
$685K
KWM
100
Kingsview Wealth Management
Oregon
$682K -$27.1K -432 -4%

CMF Hedge Fund Activity: Q3 2021 in Review

189 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2021, worth a combined $1.14B — up 2.5% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CMF positions and 9 closed out — a net gain of 5 holders — while 81 added to existing stakes and 52 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $12.2M. The largest seller was Jane Street, cutting an estimated $10M.

  • 189 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2021, up from 188 in Q2 2021.
  • Funds reported $1.14B of iShares California Muni Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 14 funds opened new iShares California Muni Bond ETF positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $12.2M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2021.