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iShares California Muni Bond ETF
CMF

175 hedge funds and large institutions have $935M invested in iShares California Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $923M → $935M (+$12.5M)

1% more funds holding

Funds holding: 174 → 175 (+1)

1.93% less ownership

Funds ownership: 60.14% → 58.21% (-1.9%)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.53%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
12
Increased
75
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$15.3M
2
CCFM
Clear Creek Financial Management
Washington
+$14.1M
3
LPL Financial
LPL Financial
California
+$7.1M
4
Morgan Stanley
Morgan Stanley
New York
+$6.86M
5
AssetMark Inc
AssetMark Inc
California
+$6.09M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$21.3M
2
BRWM
B. Riley Wealth Management
Tennessee
-$21M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$15.9M
4
Goldman Sachs
Goldman Sachs
New York
-$10.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
151
Dimension Capital Management
Florida
$203K – – –
MM
152
Main Management
California
$188K – – –
AIP
153
Ameritas Investment Partners
Nebraska
$188K +$48K +767 +34%
TFO
154
Tarbox Family Office
California
$183K +$183K +2,930 New
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$175K – – –
GRP
156
Global Retirement Partners
California
$137K – – –
US Bancorp
157
US Bancorp
Minnesota
$126K – – –
BFO
158
Biltmore Family Office
North Carolina
$112K -$9.82K -157 -8%
WTC
159
WhitTier Trust Company
Nevada
$79K – – –
NFG
160
Next Financial Group
Texas
$76K +$76.3K +1,220 New
EI
161
Ellevest Inc
New York
$75K +$313 +5 +0.4%
APA
162
American Portfolios Advisors
New York
$74.9K – – –
GAM
163
Gemmer Asset Management
California
$66K -$152K -2,432 -70%
SFS
164
Sowell Financial Services
Arkansas
$62K – – –
FFA
165
Founders Financial Alliance
North Carolina
$62K +$62.1K +992 New
BWA
166
BDO Wealth Advisors
Florida
$54K – – –
PO
167
Private Ocean
California
$48K +$188 +3 +0.4%
EW
168
Evoke Wealth
California
$28K – – –
CAL
169
Capital Analysts LLC
Pennsylvania
$26K +$63 +1 +0.2%
First Manhattan
170
First Manhattan
New York
$22K – – –
EWM
171
Elmwood Wealth Management
California
$21K – – –
KC
172
Knuff & Co
California
$12K -$3.13K -50 -20%
AF
173
Allworth Financial
California
$12K – – –
WP
174
WealthShield Partners
North Carolina
$4K – – –
WIM
175
Westside Investment Management
California
$163 – – –
4 5 6
7
8

CMF Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2020, worth a combined $935M — up 1.4% from $923M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMF positions and 9 closed out — a net gain of 3 holders — while 75 added to existing stakes and 40 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $15.3M. The largest seller was Jane Street, cutting an estimated $21.3M.

  • 175 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2020, up from 174 in Q2 2020.
  • Funds reported $935M of iShares California Muni Bond ETF stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 12 funds opened new iShares California Muni Bond ETF positions in Q3 2020 and 9 closed out, a net change of +3 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $15.3M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2020 was Jane Street, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2020.