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iShares California Muni Bond ETF
CMF

182 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

3% more funds holding

Funds holding: 176 → 182 (+6)

3% more capital invested

Capital invested by funds: $955M → $986M (+$30.6M)

0.36% more ownership

Funds ownership: 57.06% → 57.41% (+0.36%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
69
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$25.9M
2
EWA
EP Wealth Advisors
California
+$16.8M
3
Morgan Stanley
Morgan Stanley
New York
+$5.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.89M
5
OWM
Opes Wealth Management
California
+$5.42M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.31M
2
FI
FormulaFolio Investments
Michigan
-$4.43M
3
FFA
First Foundation Advisors
California
-$3.28M
4
PIM
Parker Investment Management
California
-$1.94M
5
AWA
Aaron Wealth Advisors
Illinois
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
101
Wedbush Securities
California
$541K – – –
CW
102
CreativeOne Wealth
Kansas
$536K -$255K -4,083 -32%
Creative Planning
103
Creative Planning
Kansas
$528K -$444K -7,098 -46%
ACA
104
Affinity Capital Advisors
California
$504K +$20.4K +327 +4%
VPIM
105
Vanguard Personalized Indexing Management
California
$493K +$35.3K +564 +8%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$491K – – –
IWC
107
Integrated Wealth Concepts
Massachusetts
$465K +$21K +336 +5%
SIAG
108
Safeguard Investment Advisory Group
California
$452K -$22.9K -367 -5%
PIA
109
Perennial Investment Advisors
California
$449K – – –
RFA
110
Reilly Financial Advisors
California
$446K +$63 +1 +0%
ERIM
111
Eagle Ridge Investment Management
Connecticut
$446K +$118K +1,888 +36%
KAS
112
Kestra Advisory Services
Texas
$441K -$316K -5,060 -42%
BJL
113
Brighton Jones LLC
Washington
$434K – – –
OMC
114
Old Mission Capital
Illinois
$431K +$433K +6,932 New
OPS
115
Orion Portfolio Solutions
Nebraska
$430K +$50.4K +807 +13%
CT
116
Columbia Trust
Oregon
$428K +$31.3K +500 +8%
IIA
117
IPG Investment Advisors
California
$426K – – –
CSIC
118
Clifford Swan Investment Counsel
California
$421K +$424K +6,780 New
TWM
119
Titus Wealth Management
California
$399K -$13.1K -210 -3%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$397K – – –
Deutsche Bank
121
Deutsche Bank
Germany
$388K +$390K +6,240 New
DADC
122
D.A. Davidson & Co
Montana
$379K -$3.19K -51 -0.8%
WCWM
123
Willow Creek Wealth Management
California
$358K – – –
IFG
124
Independent Financial Group
California
$354K +$24.4K +390 +7%
SAMC
125
Spectrum Asset Management (California)
California
$351K +$18.8K +300 +6%
3 4
5
6 7

CMF Hedge Fund Activity: Q1 2021 in Review

182 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2021, worth a combined $986M — up 3.2% from $955M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CMF positions and 13 closed out — a net gain of 7 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $25.9M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.31M.

  • 182 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $986M of iShares California Muni Bond ETF stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 20 funds opened new iShares California Muni Bond ETF positions in Q1 2021 and 13 closed out, a net change of +7 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $25.9M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2021 was Qube Research & Technologies (QRT), an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2021.