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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
TCWM
201
Total Clarity Wealth Management
Illinois
$3K +$62 +1 +2%
WFA
202
WestHill Financial Advisors
California
$2K – – –
WIM
203
Westside Investment Management
California
$1.58K +$447K +7,200 +40%
BBHC
204
Brown Brothers Harriman & Co
New York
$87 – – –
FFG
205
Ford Financial Group
California
$8 +$8.32K +134 New
BCM
206
Brookstone Capital Management
Illinois
– -$4.37M -70,561 Closed
Barclays
207
Barclays
United Kingdom
– -$2.33M -37,599 Closed
OMC
208
Old Mission Capital
Illinois
– -$929K -14,969 Closed
FCH
209
Freestone Capital Holdings
Washington
– -$337K -5,424 Closed
TSS
210
Two Sigma Securities
New York
– -$263K -4,236 Closed
OWA
211
One Wealth Advisors
California
– -$233K -3,758 Closed
GRP
212
Global Retirement Partners
California
– -$118K -1,905 Closed
GPA
213
Guidance Point Advisors
Massachusetts
– -$100K -1,626 Closed
JPLA
214
Joseph P. Lucia & Associates
New York
– -$25K -400 Closed
GKWIM
215
Gerber Kawasaki Wealth & Investment Management
California
– -$2K -2 Closed
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.