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iShares California Muni Bond ETF

205 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 51

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 189205 (+16)

1.15% more ownership

Funds ownership: 60.39%61.55% (+1.2%)

5% more capital invested

Capital invested by funds: $1.14B → $1.2B (+$54.8M)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
126
Tru Independence Asset Management 2
Oregon
$452K +$451K +7,252 New
PIA
127
Perennial Investment Advisors
California
$450K
BJL
128
Brighton Jones LLC
Washington
$428K
CSIC
129
Clifford Swan Investment Counsel
California
$423K
IIA
130
Integral Investment Advisors
California
$420K +$418K +6,734 New
CW
131
CreativeOne Wealth
Kansas
$413K -$76.9K -1,237 -16%
WLIM
132
White Lighthouse Investment Management
Massachusetts
$410K +$10.4K +167 +3%
WCG
133
Weaver Consulting Group
California
$409K -$16.6K -268 -4%
DADC
134
D.A. Davidson & Co
Montana
$406K
DAS
135
Dynamic Advisor Solutions
Arizona
$405K -$1.34M -21,623 -77%
TWM
136
Titus Wealth Management
California
$403K +$994 +16 +0.2%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$402K +$401K +6,457 New
MCM
138
Mattern Capital Management
Colorado
$398K -$10.9K -176 -3%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$393K -$5.53K -89 -1%
OPS
140
Orion Portfolio Solutions
Nebraska
$391K -$14.4K -232 -4%
CT
141
Columbia Trust
Oregon
$391K
WCWM
142
Willow Creek Wealth Management
California
$384K
KAS
143
Kestra Advisory Services
Texas
$364K +$11.2K +180 +3%
5L
144
55I LLC
Massachusetts
$360K -$47.5K -765 -12%
GBT
145
Grove Bank & Trust
Florida
$349K
MPM
146
Meritage Portfolio Management
Kansas
$346K
GAM
147
Gould Asset Management
California
$344K +$71.1K +1,145 +26%
Creative Planning
148
Creative Planning
Kansas
$340K -$707K -11,375 -68%
CAM
149
Caprin Asset Management
Virginia
$324K
IWC
150
Integrated Wealth Concepts
Massachusetts
$322K -$244K -3,920 -43%

CMF Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2021, worth a combined $1.2B — up 4.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CMF positions and 10 closed out — a net gain of 17 holders — while 88 added to existing stakes and 51 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $9.93M. The largest seller was Ameriprise, cutting an estimated $16.6M.

  • 205 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $1.2B of iShares California Muni Bond ETF stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 27 funds opened new iShares California Muni Bond ETF positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2021 was Miracle Mile Advisors, an estimated $9.93M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2021 was Ameriprise, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.