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iShares California Muni Bond ETF
CMF

182 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

3% more funds holding

Funds holding: 176 → 182 (+6)

3% more capital invested

Capital invested by funds: $955M → $986M (+$30.6M)

0.36% more ownership

Funds ownership: 57.06% → 57.41% (+0.36%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
69
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$25.9M
2
EWA
EP Wealth Advisors
California
+$16.8M
3
Morgan Stanley
Morgan Stanley
New York
+$5.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.89M
5
OWM
Opes Wealth Management
California
+$5.42M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.31M
2
FI
FormulaFolio Investments
Michigan
-$4.43M
3
FFA
First Foundation Advisors
California
-$3.28M
4
PIM
Parker Investment Management
California
-$1.94M
5
AWA
Aaron Wealth Advisors
Illinois
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
126
Meritage Portfolio Management
Kansas
$345K – – –
CAM
127
Caprin Asset Management
Virginia
$344K +$34K +544 +11%
MAFM
128
Mid Atlantic Financial Management
Pennsylvania
$341K +$688 +11 +0.2%
RJA
129
Raymond James & Associates
Florida
$321K -$19.3K -308 -6%
HAS
130
HBW Advisory Services
California
$321K +$63 +1 +0%
SWP
131
Stratos Wealth Partners
Ohio
$312K +$314K +5,019 New
JP Morgan Chase
132
JP Morgan Chase
New York
$311K -$381K -6,102 -55%
MCM
133
Mattern Capital Management
Colorado
$302K – – –
CA
134
Calton & Associates
Florida
$300K +$125 +2 +0%
SCG
135
Sonata Capital Group
Washington
$288K – – –
PWLP
136
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
AWA
137
Arkadios Wealth Advisors
Georgia
$260K +$262K +4,185 New
FAIM
138
Financial Advocates Investment Management
Washington
$255K -$69.7K -1,115 -21%
GBT
139
Grove Bank & Trust
Florida
$249K – – –
MCCP
140
Mission Creek Capital Partners
California
$248K – – –
PWM
141
Perigon Wealth Management
California
$245K +$192K +3,073 +352%
OWA
142
One Wealth Advisors
California
$234K -$75.8K -1,213 -24%
5L
143
55I LLC
Massachusetts
$229K +$231K +3,688 New
QAM
144
QCI Asset Management
New York
$229K +$231K +3,693 New
22CM
145
20/20 Capital Management
California
$227K – – –
Lido Advisors
146
Lido Advisors
California
$223K -$99.2K -1,587 -31%
AIC
147
Ameritas Investment Company
Nebraska
$222K +$224K +3,580 New
PAG
148
Private Advisor Group
New Jersey
$220K +$222K +3,546 New
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$217K -$9.31K -149 -4%
VIM
150
Vista Investment Management
Pennsylvania
$214K – – –
4 5
6
7 8

CMF Hedge Fund Activity: Q1 2021 in Review

182 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2021, worth a combined $986M — up 3.2% from $955M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CMF positions and 13 closed out — a net gain of 7 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $25.9M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.31M.

  • 182 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $986M of iShares California Muni Bond ETF stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 20 funds opened new iShares California Muni Bond ETF positions in Q1 2021 and 13 closed out, a net change of +7 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $25.9M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2021 was Qube Research & Technologies (QRT), an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2021.