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iShares California Muni Bond ETF
CMF

146 hedge funds and large institutions have $730M invested in iShares California Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more capital invested

Capital invested by funds: $653M → $730M (+$77.6M)

8% more funds holding

Funds holding: 135 → 146 (+11)

0.98% more ownership

Funds ownership: 52.35% → 53.33% (+0.98%)

Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
18
Increased
59
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$18.3M
2
MMA
Miracle Mile Advisors
California
+$16.3M
3
Principal Financial Group
Principal Financial Group
Iowa
+$9.55M
4
Jane Street
Jane Street
New York
+$6.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.97M
2
UBS Group
UBS Group
Switzerland
-$1.96M
3
GSWM
Golden State Wealth Management
California
-$1.59M
4
MWM
Mission Wealth Management
California
-$1.24M
5
PFA
Pure Financial Advisors
California
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$355K -$1.59K -26 -0.4%
AAS
102
Avantax Advisory Services
Texas
$352K +$17.8K +290 +5%
ERIM
103
Eagle Ridge Investment Management
Connecticut
$337K – – –
WCG
104
Weaver Consulting Group
California
$328K -$91.8K -1,499 -22%
DAS
105
Dynamic Advisor Solutions
Arizona
$320K – – –
MA
106
Mutual Advisors
Nebraska
$290K -$2.69K -44 -0.9%
PWLP
107
Prio Wealth Limited Partnership
Massachusetts
$282K +$282K +4,600 New
CA
108
Calton & Associates
Florida
$280K +$122 +2 +0%
IWS
109
Insight Wealth Strategies
California
$280K +$1.41K +23 +0.5%
DWM
110
Destination Wealth Management
California
$277K +$20.3K +332 +8%
EWF
111
Epstein & White Financial
California
$271K +$12.5K +204 +5%
CAN
112
Claraphi Advisory Network
United States
$264K +$263K +4,300 New
CAW
113
Cornerstone Advisors (Washington)
Washington
$259K +$258K +4,220 New
MYIA
114
Mount Yale Investment Advisors
Colorado
$251K +$252K +4,120 New
FAN
115
Financial Advisors Network
California
$248K – – –
ACA
116
Atlas Capital Advisors
Wyoming
$235K +$235K +3,840 New
CAG
117
Crestwood Advisors Group
Massachusetts
$208K – – –
OIWM
118
OptiFour Integrated Wealth Management
Virginia
$208K – – –
PAS
119
Park Avenue Securities
New York
$203K +$203K +3,310 New
AM
120
Atwater Malick
Pennsylvania
$201K +$200K +3,272 New
DCM
121
Dimension Capital Management
Florida
$200K +$199K +3,257 New
MM
122
Main Management
California
$185K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$180K +$184 +3 +0.1%
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$172K – – –
GAM
125
Gemmer Asset Management
California
$159K +$184 +3 +0.1%
2 3 4
5
6

CMF Hedge Fund Activity: Q3 2019 in Review

146 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2019, worth a combined $730M — up 12% from $653M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CMF positions and 5 closed out — a net gain of 13 holders — while 59 added to existing stakes and 28 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $18.3M. The largest seller was Renaissance Technologies, cutting an estimated $1.97M.

  • 146 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2019, up from 135 in Q2 2019.
  • Funds reported $730M of iShares California Muni Bond ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 18 funds opened new iShares California Muni Bond ETF positions in Q3 2019 and 5 closed out, a net change of +13 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $18.3M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2019 was Renaissance Technologies, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2019.