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iShares California Muni Bond ETF

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: 188189 (+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: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PO
176
Private Ocean
California
$48K
BFO
177
Biltmore Family Office
North Carolina
$43K -$94K -1,500 -68%
EW
178
Evoke Wealth
California
$28K
JPLA
179
Joseph P. Lucia & Associates
New York
$25K
First Manhattan
180
First Manhattan
New York
$22K
AF
181
Allworth Financial
California
$20K
EI
182
Ellevest Inc
New York
$13K +$63 +1 +0.5%
CAL
183
Capital Analysts LLC
Pennsylvania
$7K -$49.8K -795 -88%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$4K +$3.89K +62 New
TCWM
185
Total Clarity Wealth Management
Illinois
$3K +$2.57K +41 New
GKWIM
186
Gerber Kawasaki Wealth & Investment Management
California
$2K +$125 +2 New
WFA
187
WestHill Financial Advisors
California
$2K +$2.26K +36 New
WIM
188
Westside Investment Management
California
$1.13K +$642K +10,240 +129%
BBHC
189
Brown Brothers Harriman & Co
New York
$87
FTUS
190
Flow Traders U.S.
New York
-$3.18M -50,736 Closed
BPA
191
Beacon Pointe Advisors
California
-$1.52M -24,299 Closed
Renaissance Technologies
192
Renaissance Technologies
New York
-$878K -14,015 Closed
Deutsche Bank
193
Deutsche Bank
Germany
-$432K -6,904 Closed
Bank of New York Mellon
194
Bank of New York Mellon
New York
-$364K -5,813 Closed
AWA
195
Arkadios Wealth Advisors
Georgia
-$263K -4,202 Closed
CIG
196
Cairn Investment Group
Washington
-$251K -4,012 Closed
SB
197
Strategic Blueprint
Georgia
-$164K -2,619 Closed
FFG
198
Ford Financial Group
California
-$8K -133 Closed

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.