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iShares California Muni Bond ETF
CMF

188 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 47

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $986M → $1.12B (+$130M)

3% more funds holding

Funds holding: 182 → 188 (+6)

2.82% more ownership

Funds ownership: 57.41% → 60.23% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
188
Holders Change
+6
Holders Change %
+3.3%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
81
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$88.8M
2
SC
Slow Capital
California
+$7.11M
3
Jane Street
Jane Street
New York
+$6.04M
4
BCM
Brookstone Capital Management
Illinois
+$4.41M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.06M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.86M
3
AssetMark Inc
AssetMark Inc
California
-$3.47M
4
MMA
Miracle Mile Advisors
California
-$3.17M
5
EWA
EP Wealth Advisors
California
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
151
Mission Creek Capital Partners
California
$250K – – –
PWM
152
Perigon Wealth Management
California
$248K +$938 +15 +0.4%
OWA
153
One Wealth Advisors
California
$236K – – –
GAM
154
Gemmer Asset Management
California
$234K +$167K +2,674 +253%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$231K +$12.8K +205 +6%
22CM
156
20/20 Capital Management
California
$229K – – –
Lido Advisors
157
Lido Advisors
California
$225K – – –
PAG
158
Private Advisor Group
New Jersey
$223K – – –
HAS
159
HBW Advisory Services
California
$221K -$102K -1,634 -32%
TFS
160
TrustCore Financial Services
Tennessee
$220K +$220K +3,512 New
AIP
161
Ameritas Investment Partners
Nebraska
$209K +$14.7K +235 +8%
AM
162
Atwater Malick
Pennsylvania
$205K – – –
CAG
163
Crestwood Advisors Group
Massachusetts
$205K – – –
PFO
164
Pathstone Family Office
New Jersey
$205K – – –
DCM
165
Dimension Capital Management
Florida
$204K – – –
MM
166
Main Management
California
$189K – – –
SB
167
Strategic Blueprint
Georgia
$164K +$164K +2,619 New
BFO
168
Biltmore Family Office
North Carolina
$138K – – –
US Bancorp
169
US Bancorp
Minnesota
$126K – – –
JWBC
170
John W. Brooker & Co
California
$120K +$120K +1,923 New
GRP
171
Global Retirement Partners
California
$119K – – –
NFG
172
Next Financial Group
Texas
$83K +$6.25K +100 +8%
WTC
173
WhitTier Trust Company
Nevada
$79K – – –
APA
174
American Portfolios Advisors
New York
$75.7K +$313 +5 +0.4%
FFA
175
Founders Financial Alliance
North Carolina
$62K – – –
5 6
7
8 9

CMF Hedge Fund Activity: Q2 2021 in Review

188 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2021, worth a combined $1.12B — up 13% from $986M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMF positions and 13 closed out — a net gain of 6 holders — while 81 added to existing stakes and 47 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $88.8M. The largest seller was Ameriprise, cutting an estimated $7.06M.

  • 188 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2021, up from 182 in Q1 2021.
  • Funds reported $1.12B of iShares California Muni Bond ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 19 funds opened new iShares California Muni Bond ETF positions in Q2 2021 and 13 closed out, a net change of +6 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $88.8M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2021 was Ameriprise, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2021.