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iShares California Muni Bond ETF
CMF

176 hedge funds and large institutions have $955M invested in iShares California Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 38

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $935M → $955M (+$19.8M)

1% more funds holding

Funds holding: 175 → 176 (+1)

1.15% less ownership

Funds ownership: 58.21% → 57.06% (-1.1%)

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
21
Increased
73
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$29.5M
2
Ameriprise
Ameriprise
Minnesota
+$7.63M
3
LPL Financial
LPL Financial
California
+$2.67M
4
Wells Fargo
Wells Fargo
California
+$2.52M
5
Jane Street
Jane Street
New York
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
-$14.1M
2
PA
Parkside Advisors
California
-$8.33M
3
Bank of America
Bank of America
North Carolina
-$5.22M
4
Principal Financial Group
Principal Financial Group
Iowa
-$3.57M
5
AssetMark Inc
AssetMark Inc
California
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
AM
151
Atwater Malick
Pennsylvania
$206K – – –
PFO
152
Pathstone Family Office
New Jersey
$206K +$204K +3,272 New
DCM
153
Dimension Capital Management
Florida
$205K – – –
LWAC
154
Laurel Wealth Advisors (California)
California
$205K – – –
AIP
155
Ameritas Investment Partners
Nebraska
$193K +$3.56K +57 +2%
MM
156
Main Management
California
$189K – – –
EFSCE
157
Enterprise Financial Services Corp (EFSC)
Missouri
$176K – – –
BFO
158
Biltmore Family Office
North Carolina
$151K +$37.5K +600 +33%
GRP
159
Global Retirement Partners
California
$138K – – –
US Bancorp
160
US Bancorp
Minnesota
$126K – – –
WTC
161
WhitTier Trust Company
Nevada
$80K – – –
NFG
162
Next Financial Group
Texas
$77K – – –
EI
163
Ellevest Inc
New York
$76K +$437 +7 +0.6%
APA
164
American Portfolios Advisors
New York
$75.4K – – –
GAM
165
Gemmer Asset Management
California
$72K +$5.74K +92 +9%
SFS
166
Sowell Financial Services
Arkansas
$63K – – –
FFA
167
Founders Financial Alliance
North Carolina
$62K – – –
CAL
168
Capital Analysts LLC
Pennsylvania
$56K +$29.9K +479 +115%
PWM
169
Perigon Wealth Management
California
$55K +$54.5K +873 New
BWA
170
BDO Wealth Advisors
Florida
$54K – – –
PO
171
Private Ocean
California
$48K +$312 +5 +0.7%
EW
172
Evoke Wealth
California
$28K – – –
JPLA
173
Joseph P. Lucia & Associates
New York
$25K +$25K +400 New
First Manhattan
174
First Manhattan
New York
$22K – – –
AF
175
Allworth Financial
California
$12K – – –
4 5 6
7
8

CMF Hedge Fund Activity: Q4 2020 in Review

176 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2020, worth a combined $955M — up 2.1% from $935M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CMF positions and 15 closed out — a net gain of 6 holders — while 73 added to existing stakes and 38 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $29.5M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $14.1M sold.

  • 176 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $955M of iShares California Muni Bond ETF stock for Q4 2020, up 2.1% quarter-over-quarter.
  • 21 funds opened new iShares California Muni Bond ETF positions in Q4 2020 and 15 closed out, a net change of +6 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $29.5M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2020 was Clear Creek Financial Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2020.