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iShares California Muni Bond ETF
CMF

189 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 52

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $1.12B → $1.14B (+$28.3M)

1% more funds holding

Funds holding: 188 → 189 (+1)

0.16% more ownership

Funds ownership: 60.23% → 60.39% (+0.16%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$12.2M
2
Mariner
Mariner
Kansas
+$9.25M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.18M
4
SC
Slow Capital
California
+$7.49M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.93M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10M
2
MWM
Mission Wealth Management
California
-$3.36M
3
FTUS
Flow Traders U.S.
New York
-$3.18M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.88M
5
BPA
Beacon Pointe Advisors
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$404K +$149K +2,385 +58%
TWM
127
Titus Wealth Management
California
$400K +$752 +12 +0.2%
WLIM
128
White Lighthouse Investment Management
Massachusetts
$398K – – –
RJFSA
129
Raymond James Financial Services Advisors
Florida
$397K – – –
CT
130
Columbia Trust
Oregon
$391K -$59.5K -950 -13%
WCWM
131
Willow Creek Wealth Management
California
$382K – – –
KAS
132
Kestra Advisory Services
Texas
$351K -$34.5K -550 -9%
SAMC
133
Spectrum Asset Management (California)
California
$351K – – –
GBT
134
Grove Bank & Trust
Florida
$348K – – –
MPM
135
Meritage Portfolio Management
Kansas
$345K – – –
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$342K +$940 +15 +0.3%
FCH
137
Freestone Capital Holdings
Washington
$337K +$340K +5,424 New
CAM
138
Caprin Asset Management
Virginia
$323K – – –
BRWM
139
B. Riley Wealth Management
Tennessee
$323K +$326K +5,204 New
JP Morgan Chase
140
JP Morgan Chase
New York
$310K – – –
IFG
141
Independent Financial Group
California
$301K -$72.7K -1,160 -19%
CA
142
Calton & Associates
Florida
$299K +$125 +2 +0%
SCG
143
Sonata Capital Group
Washington
$287K – – –
PWLP
144
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
GAM
145
Gould Asset Management
California
$271K -$16.6K -265 -6%
EH
146
Equitable Holdings
New York
$270K +$272K +4,348 New
TSS
147
Two Sigma Securities
New York
$263K +$265K +4,236 New
EWM
148
EPG Wealth Management
Georgia
$262K +$940 +15 +0.4%
Citigroup
149
Citigroup
New York
$256K -$1.25M -19,932 -83%
JIC
150
Joel Isaacson & Co
New York
$256K – – –
4 5
6
7 8

CMF Hedge Fund Activity: Q3 2021 in Review

189 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2021, worth a combined $1.14B — up 2.5% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CMF positions and 9 closed out — a net gain of 5 holders — while 81 added to existing stakes and 52 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $12.2M. The largest seller was Jane Street, cutting an estimated $10M.

  • 189 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2021, up from 188 in Q2 2021.
  • Funds reported $1.14B of iShares California Muni Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 14 funds opened new iShares California Muni Bond ETF positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $12.2M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2021.