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iShares California Muni Bond ETF
CMF

189 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 52

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $1.12B → $1.14B (+$28.3M)

1% more funds holding

Funds holding: 188 → 189 (+1)

0.16% more ownership

Funds ownership: 60.23% → 60.39% (+0.16%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$12.2M
2
Mariner
Mariner
Kansas
+$9.25M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.18M
4
SC
Slow Capital
California
+$7.49M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.93M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10M
2
MWM
Mission Wealth Management
California
-$3.36M
3
FTUS
Flow Traders U.S.
New York
-$3.18M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.88M
5
BPA
Beacon Pointe Advisors
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
151
Mission Creek Capital Partners
California
$248K – – –
PWM
152
Perigon Wealth Management
California
$247K +$877 +14 +0.4%
FAIM
153
Financial Advocates Investment Management
Washington
$236K -$20.1K -321 -8%
HAS
154
HBW Advisory Services
California
$234K +$15.1K +241 +7%
OWA
155
One Wealth Advisors
California
$233K -$376 -6 -0.2%
GAM
156
Gemmer Asset Management
California
$232K +$689 +11 +0.3%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$230K +$815 +13 +0.4%
TFS
158
TrustCore Financial Services
Tennessee
$219K +$815 +13 +0.4%
GSWM
159
Golden State Wealth Management
California
$212K +$214K +3,422 New
AIP
160
Ameritas Investment Partners
Nebraska
$208K +$1.5K +24 +0.7%
Lido Advisors
161
Lido Advisors
California
$205K -$17.5K -279 -8%
CAG
162
Crestwood Advisors Group
Massachusetts
$204K – – –
AM
163
Atwater Malick
Pennsylvania
$203K – – –
PFO
164
Pathstone Family Office
New Jersey
$203K – – –
DCM
165
Dimension Capital Management
Florida
$202K – – –
MM
166
Main Management
California
$187K – – –
US Bancorp
167
US Bancorp
Minnesota
$125K – – –
JWBC
168
John W. Brooker & Co
California
$119K – – –
GRP
169
Global Retirement Partners
California
$118K – – –
NFG
170
Next Financial Group
Texas
$101K +$18.8K +300 +23%
GPA
171
Guidance Point Advisors
Massachusetts
$100K +$102K +1,626 New
WTC
172
WhitTier Trust Company
Nevada
$79K – – –
APA
173
American Portfolios Advisors
New York
$75.3K +$313 +5 +0.4%
FFA
174
Founders Financial Alliance
North Carolina
$62K – – –
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$50K +$188 +3 +0.4%
4 5 6
7
8

CMF Hedge Fund Activity: Q3 2021 in Review

189 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2021, worth a combined $1.14B — up 2.5% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CMF positions and 9 closed out — a net gain of 5 holders — while 81 added to existing stakes and 52 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $12.2M. The largest seller was Jane Street, cutting an estimated $10M.

  • 189 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2021, up from 188 in Q2 2021.
  • Funds reported $1.14B of iShares California Muni Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 14 funds opened new iShares California Muni Bond ETF positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest iShares California Muni Bond ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $12.2M added.
  • The largest iShares California Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2021.