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iShares California Muni Bond ETF
CMF

209 hedge funds and large institutions have $1.36B invested in iShares California Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

54% more call options, than puts

Call options by funds: $466K | Put options by funds: $303K

45% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 56

29% more capital invested

Capital invested by funds: $1.05B → $1.36B (+$310M)

8% more funds holding

Funds holding: 193 → 209 (+16)

6.05% more ownership

Funds ownership: 62.53% → 68.58% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
209
Holders Change
+16
Holders Change %
+8.29%
% of All Funds
3.36%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
39
Increased
81
Reduced
56
Closed
17
Calls
$466K
Puts
$303K
Net Calls
+$163K
Net Calls Change
+$727K

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$55.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$36.4M
3
Bank of America
Bank of America
North Carolina
+$30.7M
4
SWP
Stratos Wealth Partners
Ohio
+$27.3M
5
MMA
Miracle Mile Advisors
California
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$34M
2
FTUS
Flow Traders U.S.
New York
-$10.5M
3
LPL Financial
LPL Financial
California
-$8.71M
4
Ameriprise
Ameriprise
Minnesota
-$7.66M
5
WP
WealthSource Partners
California
-$5.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
76
Safeguard Investment Advisory Group
California
$1.97M -$102K -1,836 -5%
ECM
77
Evergreen Capital Management
Washington
$1.97M +$189K +3,400 +11%
EA
78
Eclectic Associates
California
$1.93M +$1.66M +29,923 +656%
CAG
79
Curtis Advisory Group
California
$1.87M +$65K +1,172 +4%
JSW
80
Journey Strategic Wealth
New Jersey
$1.8M +$1.78M +32,123 New
Cerity Partners
81
Cerity Partners
New York
$1.8M +$1.27M +22,924 +252%
RI
82
Rinkey Investments
California
$1.75M +$476K +8,574 +38%
LNC
83
Lincoln National Corp
Pennsylvania
$1.72M -$1.84M -33,191 -52%
RF
84
RHS Financial
California
$1.61M -$139K -2,513 -8%
GAM
85
Gould Asset Management
California
$1.6M +$823K +14,835 +109%
LCAM
86
London & Capital Asset Management
United Kingdom
$1.49M – – –
CIA
87
Caerus Investment Advisors
Texas
$1.47M – – –
MWM
88
McNaughton Wealth Management
California
$1.47M -$107K -1,932 -7%
VCM
89
Vivaldi Capital Management
Illinois
$1.45M +$412K +7,415 +41%
BCM
90
Boltwood Capital Management
California
$1.4M -$69.4K -1,250 -5%
NA
91
NewEdge Advisors
Louisiana
$1.36M -$164K -2,949 -11%
Principal Financial Group
92
Principal Financial Group
Iowa
$1.31M – – –
HWA
93
HCR Wealth Advisors
California
$1.31M +$43K +775 +3%
PCA
94
Personal Capital Advisors
California
$1.19M +$4.72K +85 +0.4%
PO
95
Private Ocean
California
$1.17M +$1.08M +19,402 +1,385%
MWM
96
Merriman Wealth Management
Washington
$1.15M +$536K +9,653 +89%
TCPWM
97
Traverso Chambers Private Wealth Management
California
$1.14M – – –
AAS
98
Avantax Advisory Services
Texas
$1.13M +$9.99K +180 +0.9%
Wealthfront Advisers
99
Wealthfront Advisers
California
$1.06M +$710K +12,793 +207%
VWA
100
VERITY Wealth Advisors
United States
$1.05M – – –
2 3
4
5 6

CMF Hedge Fund Activity: Q4 2022 in Review

209 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2022, worth a combined $1.36B — up 29% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CMF positions and 17 closed out — a net gain of 22 holders — while 81 added to existing stakes and 56 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $55.7M. The largest seller was Morgan Stanley, cutting an estimated $34M.

  • 209 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2022, up from 193 in Q3 2022.
  • Funds reported $1.36B of iShares California Muni Bond ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 39 funds opened new iShares California Muni Bond ETF positions in Q4 2022 and 17 closed out, a net change of +22 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $55.7M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2022.