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iShares California Muni Bond ETF
CMF

188 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 47

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $986M → $1.12B (+$130M)

3% more funds holding

Funds holding: 182 → 188 (+6)

2.82% more ownership

Funds ownership: 57.41% → 60.23% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
81
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$88.8M
2
SC
Slow Capital
California
+$7.11M
3
Jane Street
Jane Street
New York
+$6.04M
4
BCM
Brookstone Capital Management
Illinois
+$4.41M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.06M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.86M
3
AssetMark Inc
AssetMark Inc
California
-$3.47M
4
MMA
Miracle Mile Advisors
California
-$3.17M
5
EWA
EP Wealth Advisors
California
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
126
55I LLC
Massachusetts
$410K +$179K +2,862 +78%
TWM
127
Titus Wealth Management
California
$403K +$813 +13 +0.2%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$401K – – –
WLIM
129
White Lighthouse Investment Management
Massachusetts
$401K +$401K +6,409 New
KAS
130
Kestra Advisory Services
Texas
$388K -$56.1K -897 -13%
WCWM
131
Willow Creek Wealth Management
California
$386K +$25K +400 +7%
IFG
132
Independent Financial Group
California
$376K +$19.4K +311 +5%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$364K +$363K +5,813 New
SAMC
134
Spectrum Asset Management (California)
California
$354K – – –
GBT
135
Grove Bank & Trust
Florida
$351K +$100K +1,601 +40%
MPM
136
Meritage Portfolio Management
Kansas
$348K – – –
MAFM
137
Mid Atlantic Financial Management
Pennsylvania
$344K +$938 +15 +0.3%
CAM
138
Caprin Asset Management
Virginia
$326K -$20.6K -330 -6%
JP Morgan Chase
139
JP Morgan Chase
New York
$313K – – –
MCM
140
Mattern Capital Management
Colorado
$305K – – –
CA
141
Calton & Associates
Florida
$302K +$63 +1 +0%
SCG
142
Sonata Capital Group
Washington
$290K – – –
GAM
143
Gould Asset Management
California
$290K +$75.7K +1,210 +35%
PWLP
144
Prio Wealth Limited Partnership
Massachusetts
$288K – – –
AWA
145
Arkadios Wealth Advisors
Georgia
$263K +$1.06K +17 +0.4%
EWM
146
EPG Wealth Management
Georgia
$263K +$263K +4,203 New
FAIM
147
Financial Advocates Investment Management
Washington
$259K +$500 +8 +0.2%
DADC
148
D.A. Davidson & Co
Montana
$258K -$123K -1,974 -32%
JIC
149
Joel Isaacson & Co
New York
$258K +$258K +4,126 New
CIG
150
Cairn Investment Group
Washington
$251K +$251K +4,012 New
4 5
6
7 8

CMF Hedge Fund Activity: Q2 2021 in Review

188 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2021, worth a combined $1.12B — up 13% from $986M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMF positions and 13 closed out — a net gain of 6 holders — while 81 added to existing stakes and 47 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $88.8M. The largest seller was Ameriprise, cutting an estimated $7.06M.

  • 188 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2021, up from 182 in Q1 2021.
  • Funds reported $1.12B of iShares California Muni Bond ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 19 funds opened new iShares California Muni Bond ETF positions in Q2 2021 and 13 closed out, a net change of +6 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $88.8M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2021 was Ameriprise, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2021.