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iShares California Muni Bond ETF

189 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 52

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $1.12B → $1.14B (+$28.3M)

1% more funds holding

Funds holding: 188189 (+1)

0.16% more ownership

Funds ownership: 60.23%60.39% (+0.16%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$654K +$1.44K +23 +0.2%
LGWM
102
Litman Gregory Wealth Management
California
$602K +$570K +9,099 +1,504%
CL
103
Choreo LLC
Illinois
$597K +$2.26K +36 +0.4%
EWM
104
Empirical Wealth Management
Washington
$596K -$177K -2,828 -23%
IWC
105
Integrated Wealth Concepts
Massachusetts
$564K -$18.8K -300 -3%
PCTC
106
Perkins Coie Trust Company
Washington
$559K
EHPM
107
Emery Howard Portfolio Management
California
$549K +$2.07K +33 +0.4%
FC
108
FCA Corp
Texas
$543K
WS
109
Wedbush Securities
California
$540K
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$532K +$41.2K +657 +8%
ACA
111
Affinity Capital Advisors
California
$514K +$40.1K +640 +8%
ACI
112
Alpha Cubed Investments
California
$495K +$500K +7,978 New
CW
113
CreativeOne Wealth
Kansas
$488K -$12.7K -202 -3%
VPIM
114
Vanguard Personalized Indexing Management
California
$471K -$22.8K -364 -5%
RFA
115
Reilly Financial Advisors
California
$467K -$10.9K -174 -2%
LWAC
116
Laurel Wealth Advisors (California)
California
$457K -$186K -2,961 -29%
ERIM
117
Eagle Ridge Investment Management
Connecticut
$454K +$6.58K +105 +1%
PIA
118
Perennial Investment Advisors
California
$449K
PAG
119
Private Advisor Group
New Jersey
$428K +$210K +3,346 +94%
BJL
120
Brighton Jones LLC
Washington
$426K
WCG
121
Weaver Consulting Group
California
$424K +$63 +1 +0%
CSIC
122
Clifford Swan Investment Counsel
California
$419K
MCM
123
Mattern Capital Management
Colorado
$407K +$106K +1,697 +35%
5L
124
55I LLC
Massachusetts
$406K -$376 -6 -0.1%
OPS
125
Orion Portfolio Solutions
Nebraska
$404K -$13.5K -216 -3%

CMF Hedge Fund Activity: Q3 2021 in Review

189 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2021, worth a combined $1.14B — up 2.5% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CMF positions and 9 closed out — a net gain of 5 holders — while 81 added to existing stakes and 52 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $12.2M. The largest seller was Jane Street, cutting an estimated $10M.

  • 189 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2021, up from 188 in Q2 2021.
  • Funds reported $1.14B of iShares California Muni Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 14 funds opened new iShares California Muni Bond ETF positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $12.2M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2021.