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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
CA
126
Calton & Associates
Florida
$284K +$184 +3 +0.1%
FAIM
127
Financial Advocates Investment Management
Washington
$277K -$15.3K -249 -5%
AllianceBernstein
128
AllianceBernstein
Tennessee
$275K +$271K +4,429 New
EWM
129
EPG Wealth Management
Georgia
$257K +$1.29K +21 +0.5%
DADC
130
D.A. Davidson & Co
Montana
$256K +$253K +4,123 New
MCCP
131
Mission Creek Capital Partners
California
$249K – – –
MPM
132
Meritage Portfolio Management
Kansas
$246K -$98.1K -1,600 -29%
VPIM
133
Vanguard Personalized Indexing Management
California
$239K – – –
AWA
134
Arete Wealth Advisors
Illinois
$234K +$674 +11 +0.3%
MYIA
135
Mount Yale Investment Advisors
Colorado
$234K +$674 +11 +0.3%
22CM
136
20/20 Capital Management
California
$231K – – –
LRPA
137
L. Roy Papp & Associates
Arizona
$230K +$227K +3,700 New
CAG
138
Crestwood Advisors Group
Massachusetts
$224K – – –
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$222K +$213K +3,471 +3,471%
CAW
140
Cornerstone Advisors (Washington)
Washington
$221K -$40.4K -659 -16%
ACA
141
Ackerman Capital Advisors
Texas
$221K +$218K +3,555 New
GAM
142
Gemmer Asset Management
California
$217K +$184 +3 +0.1%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$210K -$456K -7,436 -69%
CCP
144
Corient Capital Partners
California
$210K – – –
LWAC
145
Laurel Wealth Advisors (California)
California
$209K -$151K -2,460 -42%
RJA
146
Raymond James & Associates
Florida
$208K +$205K +3,343 New
PAS
147
Park Avenue Securities
New York
$206K +$203K +3,310 New
QCMC
148
Quantum Capital Management (California)
California
$204K – – –
AM
149
Atwater Malick
Pennsylvania
$203K +$201K +3,272 New
DCM
150
Dimension Capital Management
Florida
$202K +$200K +3,257 New
4 5
6
7 8

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.