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iShares California Muni Bond ETF
CMF

205 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 51

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

8% more funds holding

Funds holding: 189 → 205 (+16)

1.15% more ownership

Funds ownership: 60.39% → 61.55% (+1.2%)

5% more capital invested

Capital invested by funds: $1.14B → $1.2B (+$54.8M)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
+$9.93M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.43M
3
Jane Street
Jane Street
New York
+$9.13M
4
MWM
Mission Wealth Management
California
+$6.86M
5
CSIA
Charles Schwab Investment Advisory
California
+$6.18M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$16.6M
2
BCM
Brookstone Capital Management
Illinois
-$4.37M
3
Barclays
Barclays
United Kingdom
-$2.33M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.21M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
151
B. Riley Wealth Management
Tennessee
$322K -$2.86K -46 -0.9%
JP Morgan Chase
152
JP Morgan Chase
New York
$312K – – –
CA
153
Calton & Associates
Florida
$301K +$186 +3 +0.1%
WCP
154
Wick Capital Partners
Pennsylvania
$299K +$298K +4,800 New
IFG
155
Independent Financial Group
California
$298K -$4.66K -75 -2%
SAMC
156
Spectrum Asset Management (California)
California
$290K -$62.1K -1,000 -18%
SCG
157
Sonata Capital Group
Washington
$289K – – –
PWLP
158
Prio Wealth Limited Partnership
Massachusetts
$287K – – –
EA
159
Eclectic Associates
California
$284K +$283K +4,558 New
EH
160
Equitable Holdings
New York
$272K +$1.37K +22 +0.5%
EWM
161
EPG Wealth Management
Georgia
$264K +$1.37K +22 +0.5%
JIC
162
Joel Isaacson & Co
New York
$257K – – –
PWM
163
Perigon Wealth Management
California
$250K +$2.61K +42 +1%
MCCP
164
Mission Creek Capital Partners
California
$249K – – –
FAIM
165
Financial Advocates Investment Management
Washington
$238K +$1.18K +19 +0.5%
FFM
166
Forum Financial Management
Illinois
$237K +$236K +3,800 New
HAS
167
HBW Advisory Services
California
$235K +$186 +3 +0.1%
GAM
168
Gemmer Asset Management
California
$234K +$932 +15 +0.4%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$232K +$1.12K +18 +0.5%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$225K +$224K +3,609 New
PAG
171
Private Advisor Group
New Jersey
$221K -$208K -3,346 -49%
TFS
172
TrustCore Financial Services
Tennessee
$221K +$1.12K +18 +0.5%
GSWM
173
Golden State Wealth Management
California
$221K +$7.33K +118 +3%
AIP
174
Ameritas Investment Partners
Nebraska
$213K +$4.1K +66 +2%
Lido Advisors
175
Lido Advisors
California
$206K – – –
5 6
7
8 9

CMF Hedge Fund Activity: Q4 2021 in Review

205 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2021, worth a combined $1.2B — up 4.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CMF positions and 10 closed out — a net gain of 17 holders — while 88 added to existing stakes and 51 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $9.93M. The largest seller was Ameriprise, cutting an estimated $16.6M.

  • 205 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $1.2B of iShares California Muni Bond ETF stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 27 funds opened new iShares California Muni Bond ETF positions in Q4 2021 and 10 closed out, a net change of +17 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2021 was Miracle Mile Advisors, an estimated $9.93M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2021 was Ameriprise, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.