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iShares California Muni Bond ETF
CMF

176 hedge funds and large institutions have $955M invested in iShares California Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 38

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $935M → $955M (+$19.8M)

1% more funds holding

Funds holding: 175 → 176 (+1)

1.15% less ownership

Funds ownership: 58.21% → 57.06% (-1.1%)

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
21
Increased
73
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$29.5M
2
Ameriprise
Ameriprise
Minnesota
+$7.63M
3
LPL Financial
LPL Financial
California
+$2.67M
4
Wells Fargo
Wells Fargo
California
+$2.52M
5
Jane Street
Jane Street
New York
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
-$14.1M
2
PA
Parkside Advisors
California
-$8.33M
3
Bank of America
Bank of America
North Carolina
-$5.22M
4
Principal Financial Group
Principal Financial Group
Iowa
-$3.57M
5
AssetMark Inc
AssetMark Inc
California
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
126
Meritage Portfolio Management
Kansas
$349K – – –
MAFM
127
Mid Atlantic Financial Management
Pennsylvania
$344K -$55.3K -885 -14%
RJA
128
Raymond James & Associates
Florida
$344K +$135K +2,170 +66%
SAMC
129
Spectrum Asset Management (California)
California
$336K +$334K +5,350 New
IFG
130
Independent Financial Group
California
$334K -$1.69K -27 -0.5%
ERIM
131
Eagle Ridge Investment Management
Connecticut
$332K – – –
Lido Advisors
132
Lido Advisors
California
$325K +$324K +5,184 New
HAS
133
HBW Advisory Services
California
$324K +$26K +417 +9%
CAM
134
Caprin Asset Management
Virginia
$313K -$55.9K -895 -15%
OWA
135
One Wealth Advisors
California
$313K – – –
MCM
136
Mattern Capital Management
Colorado
$306K – – –
CA
137
Calton & Associates
Florida
$303K +$15.7K +252 +6%
LRPA
138
L. Roy Papp & Associates
Arizona
$295K – – –
SCG
139
Sonata Capital Group
Washington
$291K – – –
PWLP
140
Prio Wealth Limited Partnership
Massachusetts
$289K – – –
GBT
141
Grove Bank & Trust
Florida
$252K +$250K +4,004 New
MCCP
142
Mission Creek Capital Partners
California
$251K – – –
Bank of New York Mellon
143
Bank of New York Mellon
New York
$247K – – –
AWA
144
Arete Wealth Advisors
Illinois
$232K -$1.12K -18 -0.5%
MYIA
145
Mount Yale Investment Advisors
Colorado
$232K -$1.12K -18 -0.5%
22CM
146
20/20 Capital Management
California
$230K – – –
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$228K +$1.31K +21 +0.6%
VIM
148
Vista Investment Management
Pennsylvania
$216K +$215K +3,439 New
PAS
149
Park Avenue Securities
New York
$208K – – –
CAG
150
Crestwood Advisors Group
Massachusetts
$206K -$19.9K -319 -9%
4 5
6
7 8

CMF Hedge Fund Activity: Q4 2020 in Review

176 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2020, worth a combined $955M — up 2.1% from $935M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CMF positions and 15 closed out — a net gain of 6 holders — while 73 added to existing stakes and 38 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $29.5M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $14.1M sold.

  • 176 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $955M of iShares California Muni Bond ETF stock for Q4 2020, up 2.1% quarter-over-quarter.
  • 21 funds opened new iShares California Muni Bond ETF positions in Q4 2020 and 15 closed out, a net change of +6 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $29.5M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2020 was Clear Creek Financial Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2020.