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iShares California Muni Bond ETF
CMF

205 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 51

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

8% more funds holding

Funds holding: 189 → 205 (+16)

1.15% more ownership

Funds ownership: 60.39% → 61.55% (+1.2%)

5% more capital invested

Capital invested by funds: $1.14B → $1.2B (+$54.8M)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
+$9.93M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.43M
3
Jane Street
Jane Street
New York
+$9.13M
4
MWM
Mission Wealth Management
California
+$6.86M
5
CSIA
Charles Schwab Investment Advisory
California
+$6.18M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$16.6M
2
BCM
Brookstone Capital Management
Illinois
-$4.37M
3
Barclays
Barclays
United Kingdom
-$2.33M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.21M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
101
Falcon Wealth Planning
California
$709K -$44.5K -717 -6%
FCG
102
Financial Connections Group
California
$705K +$703K +11,318 New
AAS
103
Avantax Advisory Services
Texas
$688K – – –
Stifel Financial
104
Stifel Financial
Missouri
$667K +$9.88K +159 +2%
EWM
105
Empirical Wealth Management
Washington
$656K +$57.2K +920 +10%
GWS
106
Glassman Wealth Services
Virginia
$651K +$649K +10,446 New
BPA
107
Beacon Pointe Advisors
California
$638K +$636K +10,236 New
KWM
108
Kingsview Wealth Management
Oregon
$632K -$52.6K -846 -8%
CL
109
Choreo LLC
Illinois
$603K +$3.11K +50 +0.5%
PCTC
110
Perkins Coie Trust Company
Washington
$561K – – –
EHPM
111
Emery Howard Portfolio Management
California
$554K +$2.86K +46 +0.5%
ACA
112
Affinity Capital Advisors
California
$545K +$28.7K +462 +6%
WS
113
Wedbush Securities
California
$542K – – –
NL
114
NWAM LLC
Washington
$517K -$241K -3,878 -32%
I
115
IMPACTfolio
Colorado
$516K +$514K +8,279 New
TDWM
116
Topel & Distasi Wealth Management
California
$510K +$508K +8,177 New
SWP
117
Stratos Wealth Partners
Ohio
$507K +$505K +8,126 New
FC
118
FCA Corp
Texas
$499K -$46K -740 -8%
CIA
119
Caerus Investment Advisors
Texas
$499K +$497K +8,000 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$499K +$497K +8,004 New
RI
121
Rinkey Investments
California
$483K +$487K +7,837 New
LGWM
122
Litman Gregory Wealth Management
California
$482K -$123K -1,977 -20%
RFA
123
Reilly Financial Advisors
California
$480K +$10.7K +172 +2%
VPIM
124
Vanguard Personalized Indexing Management
California
$472K – – –
ERIM
125
Eagle Ridge Investment Management
Connecticut
$457K +$1.24K +20 +0.3%
3 4
5
6 7

CMF Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2021, worth a combined $1.2B — up 4.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CMF positions and 10 closed out — a net gain of 17 holders — while 88 added to existing stakes and 51 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $9.93M. The largest seller was Ameriprise, cutting an estimated $16.6M.

  • 205 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $1.2B of iShares California Muni Bond ETF stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 27 funds opened new iShares California Muni Bond ETF positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2021 was Miracle Mile Advisors, an estimated $9.93M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2021 was Ameriprise, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.