We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

205 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 51

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 189205 (+16)

1.15% more ownership

Funds ownership: 60.39%61.55% (+1.2%)

5% more capital invested

Capital invested by funds: $1.14B → $1.2B (+$54.8M)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
76
Traverso Chambers Private Wealth Management
California
$1.27M
VST
77
Van Strum & Towne
California
$1.2M +$1.2M +19,300 New
AC
78
Apella Capital
Connecticut
$1.18M +$153K +2,466 +15%
PCA
79
Personal Capital Advisors
California
$1.18M -$365K -5,871 -24%
VWA
80
VERITY Wealth Advisors
United States
$1.17M
WA
81
Winfield Associates
Ohio
$1.13M +$124K +2,000 +12%
BCI
82
Brinker Capital Investments
Pennsylvania
$1.1M -$201K -3,228 -15%
FMTC
83
Farmers & Merchants Trust Company
California
$1.09M
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$1.05M -$394K -6,335 -27%
EA
85
Elm Advisors
California
$1.05M +$932 +15 +0.1%
MPW
86
Monterey Private Wealth
California
$1.04M +$1.03M +16,627 New
HighTower Advisors
87
HighTower Advisors
Illinois
$1.03M +$95K +1,529 +10%
AWS
88
AJ Wealth Strategies
New York
$1.02M
BA
89
Bristlecone Advisors
Washington
$975K -$216K -3,471 -18%
Fisher Asset Management
90
Fisher Asset Management
Washington
$967K +$44.2K +711 +5%
MWM
91
McNaughton Wealth Management
California
$958K +$61.9K +997 +7%
FMN
92
Financial Management Network
California
$954K -$274K -4,417 -22%
LWAC
93
Laurel Wealth Advisors (California)
California
$946K +$486K +7,824 +106%
PAM
94
Private Asset Management
California
$867K +$62.1K +1,000 +8%
CAN
95
Cetera Advisor Networks
California
$846K +$15.8K +255 +2%
FTUS
96
Flow Traders U.S.
New York
$826K +$823K +13,247 New
CPSC
97
Carl P. Sherr & Co
Massachusetts
$812K +$49.9K +803 +7%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$809K +$24.6K +396 +3%
Cerity Partners
99
Cerity Partners
New York
$800K -$360K -5,790 -31%
AssetMark Inc
100
AssetMark Inc
California
$769K +$5.34K +86 +0.7%

CMF Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2021, worth a combined $1.2B — up 4.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CMF positions and 10 closed out — a net gain of 17 holders — while 88 added to existing stakes and 51 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $9.93M. The largest seller was Ameriprise, cutting an estimated $16.6M.

  • 205 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $1.2B of iShares California Muni Bond ETF stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 27 funds opened new iShares California Muni Bond ETF positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2021 was Miracle Mile Advisors, an estimated $9.93M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2021 was Ameriprise, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.