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iShares California Muni Bond ETF
CMF

174 hedge funds and large institutions have $923M invested in iShares California Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

27% more capital invested

Capital invested by funds: $727M → $923M (+$196M)

7% more funds holding

Funds holding: 162 → 174 (+12)

5.48% more ownership

Funds ownership: 54.66% → 60.14% (+5.5%)

Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.27%
New
23
Increased
69
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$86.3M
2
Jane Street
Jane Street
New York
+$27.8M
3
BRWM
B. Riley Wealth Management
Tennessee
+$20.7M
4
NFG
NewFocus Financial Group
Washington
+$15.5M
5
Ameriprise
Ameriprise
Minnesota
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
-$15.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.65M
4
Osaic Holdings
Osaic Holdings
Arizona
-$5.09M
5
MWM
Mission Wealth Management
California
-$4.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
101
Raymond James Financial Services Advisors
Florida
$494K -$164K -2,680 -25%
CPSC
102
Carl P. Sherr & Co
Massachusetts
$484K – – –
ACA
103
Atlas Capital Advisors
Wyoming
$466K +$460K +7,501 New
CAG
104
Curtis Advisory Group
California
$465K +$458K +7,479 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$460K +$39.8K +650 +10%
BlackRock
106
BlackRock
New York
$460K +$128K +2,088 +39%
PIA
107
Perennial Investment Advisors
California
$450K -$55.2K -900 -11%
SRC
108
Shufro Rose & Co
New York
$449K – – –
RFA
109
Reilly Financial Advisors
California
$447K +$123 +2 +0%
IIA
110
IPG Investment Advisors
California
$426K – – –
BJL
111
Brighton Jones LLC
Washington
$426K – – –
TWM
112
Titus Wealth Management
California
$410K +$981 +16 +0.2%
ACA
113
Affinity Capital Advisors
California
$409K +$12.7K +207 +3%
MAFM
114
Mid Atlantic Financial Management
Pennsylvania
$372K +$40.7K +664 +12%
CAM
115
Caprin Asset Management
Virginia
$366K – – –
OPS
116
Orion Portfolio Solutions
Nebraska
$362K +$10.7K +175 +3%
DWM
117
Destination Wealth Management
California
$361K +$59.9K +978 +20%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$345K -$5.65M -92,163 -94%
NL
119
NWAM LLC
Washington
$332K +$328K +5,344 New
ERIM
120
Eagle Ridge Investment Management
Connecticut
$328K – – –
OWA
121
One Wealth Advisors
California
$309K +$16.2K +265 +6%
HAS
122
HBW Advisory Services
California
$293K +$289K +4,710 New
MCM
123
Mattern Capital Management
Colorado
$291K +$287K +4,688 New
SCG
124
Sonata Capital Group
Washington
$288K – – –
PWLP
125
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
3 4
5
6 7

CMF Hedge Fund Activity: Q2 2020 in Review

174 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2020, worth a combined $923M — up 27% from $727M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CMF positions and 10 closed out — a net gain of 13 holders — while 69 added to existing stakes and 44 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $86.3M. The largest seller was Miracle Mile Advisors, cutting an estimated $15.2M.

  • 174 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2020, up from 162 in Q1 2020.
  • Funds reported $923M of iShares California Muni Bond ETF stock for Q2 2020, up 27% quarter-over-quarter.
  • 23 funds opened new iShares California Muni Bond ETF positions in Q2 2020 and 10 closed out, a net change of +13 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $86.3M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2020 was Miracle Mile Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2020.