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iShares California Muni Bond ETF
CMF

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

91% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

13% more funds holding

Funds holding: 146 → 165 (+19)

10% more capital invested

Capital invested by funds: $730M → $805M (+$74.4M)

2.36% more ownership

Funds ownership: 53.33% → 55.68% (+2.4%)

Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$31.5M
2
MA
MUFG Americas
New York
+$9.04M
3
FFA
First Foundation Advisors
California
+$3.96M
4
MMA
Miracle Mile Advisors
California
+$3.56M
5
Wells Fargo
Wells Fargo
California
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$9.32M
2
Jane Street
Jane Street
New York
-$4.14M
3
UBS Group
UBS Group
Switzerland
-$3.68M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
CCM
Coe Capital Management
Illinois
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
126
Financial Advisors Network
California
$247K – – –
MCCP
127
Mission Creek Capital Partners
California
$245K +$245K +4,000 New
MYIA
128
Mount Yale Investment Advisors
Colorado
$233K -$22.8K -373 -9%
AWA
129
Arete Wealth Advisors
Illinois
$230K +$230K +3,759 New
22CM
130
20/20 Capital Management
California
$227K +$224K +3,656 New
CAG
131
Crestwood Advisors Group
Massachusetts
$220K +$12.2K +200 +6%
DADC
132
D.A. Davidson & Co
Montana
$214K -$141K -2,300 -40%
HAS
133
HBW Advisory Services
California
$211K +$210K +3,425 New
OIWM
134
OptiFour Integrated Wealth Management
Virginia
$208K – – –
CCP
135
Corient Capital Partners
California
$207K -$209K -3,419 -50%
PAS
136
Park Avenue Securities
New York
$203K – – –
AM
137
Atwater Malick
Pennsylvania
$200K – – –
MM
138
Main Management
California
$184K – – –
SPIA
139
Steward Partners Investment Advisory
New York
$180K +$306 +5 +0.2%
GAM
140
Gemmer Asset Management
California
$176K +$17K +278 +11%
EFSCE
141
Enterprise Financial Services Corp (EFSC)
Missouri
$171K – – –
GRP
142
Global Retirement Partners
California
$148K – – –
QCMC
143
Quantum Capital Management (California)
California
$147K +$21.7K +354 +17%
BFO
144
Biltmore Family Office
North Carolina
$132K -$2.02K -33 -2%
AIP
145
Ameritas Investment Partners
Nebraska
$125K +$22.6K +369 +22%
Deutsche Bank
146
Deutsche Bank
Germany
$122K – – –
US Bancorp
147
US Bancorp
Minnesota
$121K – – –
EI
148
Ellevest Inc
New York
$103K +$103K +1,689 New
NFG
149
Next Financial Group
Texas
$75K – – –
APA
150
American Portfolios Advisors
New York
$73.5K – – –
3 4 5
6
7

CMF Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2019, worth a combined $805M — up 10% from $730M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CMF positions and 8 closed out — a net gain of 21 holders — while 67 added to existing stakes and 35 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $31.5M. The largest seller was Principal Financial Group, cutting an estimated $9.32M.

  • 165 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2019, up from 146 in Q3 2019.
  • Funds reported $805M of iShares California Muni Bond ETF stock for Q4 2019, up 10% quarter-over-quarter.
  • 29 funds opened new iShares California Muni Bond ETF positions in Q4 2019 and 8 closed out, a net change of +21 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $31.5M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2019 was Principal Financial Group, an estimated $9.32M sold.

Based on aggregated 13F filings for Q4 2019.