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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
CSIA
1
Charles Schwab Investment Advisory
California
$367M +$12.2M +195,417 +3%
Morgan Stanley
2
Morgan Stanley
New York
$122M +$3.42M +54,618 +3%
Bank of America
3
Bank of America
North Carolina
$84.8M +$99.6K +1,589 +0.1%
MWM
4
Mission Wealth Management
California
$47.7M -$3.36M -53,609 -7%
LPL Financial
5
LPL Financial
California
$37.5M +$3.01M +48,004 +9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$34.9M +$5.93M +94,565 +20%
Ameriprise
7
Ameriprise
Minnesota
$30M +$1.66M +26,552 +6%
MMA
8
Miracle Mile Advisors
California
$28.5M +$1.28M +20,418 +5%
SC
9
Slow Capital
California
$22.2M +$7.49M +119,453 +50%
B
10
Bailard
California
$21.5M -$161K -2,569 -0.7%
PFA
11
Pure Financial Advisors
California
$17.4M +$2.98M +47,497 +20%
UBS Group
12
UBS Group
Switzerland
$17.2M +$1.67M +26,726 +11%
Wells Fargo
13
Wells Fargo
California
$16.8M +$976K +15,568 +6%
EWA
14
EP Wealth Advisors
California
$15.4M -$660K -10,525 -4%
MA
15
MUFG Americas
New York
$11.6M +$774K +12,356 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.3M +$1.41M +22,439 +14%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$10.7M +$9.18M +146,537 +571%
Mariner
18
Mariner
Kansas
$10.4M +$9.25M +147,532 +721%
MIAN
19
Mariner Independent Advisor Network
Kansas
$8.69M +$1.99M +31,710 +29%
TW
20
Towerpoint Wealth
California
$8.66M +$375K +5,990 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$8.43M -$179K -2,850 -2%
Jane Street
22
Jane Street
New York
$8.33M -$10M -160,281 -54%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.83M +$1.75M +27,938 +28%
FFA
24
First Foundation Advisors
California
$7.71M -$189K -3,018 -2%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$7.47M -$15.9K -254 -0.2%

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.