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iShares California Muni Bond ETF

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: 34 (+1)

8% more funds holding

Funds holding: 189205 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Crestwood Advisors Group
Massachusetts
$205K
AM
177
Atwater Malick
Pennsylvania
$204K
PFO
178
Pathstone Family Office
New Jersey
$204K
DCM
179
Dimension Capital Management
Florida
$203K
MM
180
Main Management
California
$188K
Citigroup
181
Citigroup
New York
$184K -$72.6K -1,169 -28%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$178K +$174K +2,794 +4,506%
CPA
183
Cardiff Park Advisors
California
$173K +$172K +2,773 New
US Bancorp
184
US Bancorp
Minnesota
$125K
JWBC
185
John W. Brooker & Co
California
$111K -$9.32K -150 -8%
NFG
186
Next Financial Group
Texas
$105K +$3.73K +60 +4%
WTC
187
WhitTier Trust Company
Nevada
$79K
APA
188
American Portfolios Advisors
New York
$76K +$373 +6 +0.5%
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$71K -$2.21M -35,626 -97%
FFA
190
Founders Financial Alliance
North Carolina
$62K
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$50K
PO
192
Private Ocean
California
$48K -$62 -1 -0.1%
AF
193
Allworth Financial
California
$46K +$26.2K +421 +132%
BFO
194
Biltmore Family Office
North Carolina
$44K
EW
195
Evoke Wealth
California
$28K
First Manhattan
196
First Manhattan
New York
$22K
EWM
197
Elmwood Wealth Management
California
$21K +$20.9K +337 New
SCA
198
Snowden Capital Advisors
New York
$15K +$15.5K +250 New
EI
199
Ellevest Inc
New York
$13K +$62 +1 +0.5%
CAL
200
Capital Analysts LLC
Pennsylvania
$7K +$62 +1 +0.9%

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.