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iShares California Muni Bond ETF
CMF

219 hedge funds and large institutions have $1.6B invested in iShares California Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

65% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 57

7% more funds holding

Funds holding: 205 → 219 (+14)

2.86% more ownership

Funds ownership: 70.66% → 73.51% (+2.9%)

2% more capital invested

Capital invested by funds: $1.58B → $1.6B (+$28M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $691K

Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
94
Reduced
57
Closed
13
Calls
–
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$9K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.6M
2
UBS Group
UBS Group
Switzerland
+$28.4M
3
EWA
EP Wealth Advisors
California
+$24.4M
4
Jane Street
Jane Street
New York
+$20M
5
JP Morgan Chase
JP Morgan Chase
New York
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$97.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8M
3
SC
Slow Capital
California
-$10.8M
4
FCG
Financial Connections Group
California
-$10.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$8.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
126
Integris Wealth Management
California
$735K – – –
SWRP
127
Summit Wealth & Retirement Planning
California
$727K – – –
CW
128
CreativeOne Wealth
Kansas
$711K -$31.9K -567 -4%
OCM
129
One Capital Management
California
$706K – – –
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$666K +$111K +1,975 +19%
OIA
131
OneDigital Investment Advisors
Kansas
$634K +$3.04K +54 +0.5%
AAS
132
Avantax Advisory Services
Texas
$628K -$579K -10,285 -47%
IAG
133
Investment Advisory Group
Massachusetts
$625K +$641K +11,400 New
KWM
134
Kingsview Wealth Management
Oregon
$601K – – –
MCM
135
Mattern Capital Management
Colorado
$592K +$87.1K +1,548 +17%
Goldman Sachs
136
Goldman Sachs
New York
$570K +$34.9K +621 +6%
MFWM
137
Motley Fool Wealth Management
Virginia
$569K +$591K +10,513 New
MPCL
138
My Personal CFO LLC
Washington
$548K +$563K +10,000 New
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$548K +$562K +9,999 New
Fisher Asset Management
140
Fisher Asset Management
Washington
$543K -$23K -409 -4%
NCM
141
Neumann Capital Management
California
$528K – – –
SFFS
142
Stonehage Fleming Financial Services
Jersey
$518K +$533K +9,473 New
BA
143
Bristlecone Advisors
Washington
$509K +$78.8K +1,400 +18%
Comerica Bank
144
Comerica Bank
Texas
$487K +$500K +8,885 New
AP
145
Adero Partners
California
$470K +$482K +8,572 New
ACI
146
Alpha Cubed Investments
California
$465K – – –
HPWA
147
Hall Private Wealth Advisors
North Carolina
$461K +$92.1K +1,637 +24%
CCM
148
Coldstream Capital Management
Washington
$455K -$169K -3,000 -27%
WWP
149
Waypoint Wealth Partners
California
$449K – – –
IC
150
IEQ Capital
California
$434K -$3.21K -57 -0.7%
4 5
6
7 8

CMF Hedge Fund Activity: Q3 2023 in Review

219 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2023, worth a combined $1.6B — up 1.8% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CMF positions and 13 closed out — a net gain of 16 holders — while 94 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $87.6M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $97.7M.

  • 219 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2023, up from 205 in Q2 2023.
  • Funds reported $1.6B of iShares California Muni Bond ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
  • 29 funds opened new iShares California Muni Bond ETF positions in Q3 2023 and 13 closed out, a net change of +16 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2023 was Fidelity Investments, an estimated $87.6M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2023 was Charles Schwab Investment Advisory, an estimated $97.7M sold.

Based on aggregated 13F filings for Q3 2023.