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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
CSIA
1
Charles Schwab Investment Advisory
California
$375M +$6.18M +99,398 +2%
Morgan Stanley
2
Morgan Stanley
New York
$124M +$842K +13,545 +0.7%
Bank of America
3
Bank of America
North Carolina
$85.9M +$758K +12,197 +0.9%
MWM
4
Mission Wealth Management
California
$54.8M +$6.86M +110,369 +14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$44.5M +$9.43M +151,745 +27%
MMA
6
Miracle Mile Advisors
California
$38.6M +$9.93M +159,838 +35%
LPL Financial
7
LPL Financial
California
$38.5M +$808K +13,007 +2%
SC
8
Slow Capital
California
$24.1M +$1.78M +28,714 +8%
B
9
Bailard
California
$21.6M -$28.7K -462 -0.1%
PFA
10
Pure Financial Advisors
California
$18.8M +$1.28M +20,660 +7%
UBS Group
11
UBS Group
Switzerland
$18.4M +$1.17M +18,794 +7%
Wells Fargo
12
Wells Fargo
California
$18.3M +$1.44M +23,228 +9%
Jane Street
13
Jane Street
New York
$17.5M +$9.13M +146,990 +110%
EWA
14
EP Wealth Advisors
California
$15.5M +$19.8K +318 +0.1%
Ameriprise
15
Ameriprise
Minnesota
$13.5M -$16.6M -266,684 -55%
MA
16
MUFG Americas
New York
$11.4M -$238K -3,831 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$10.8M +$81.9K +1,319 +0.8%
Mariner
18
Mariner
Kansas
$10.7M +$271K +4,361 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.5M -$776K -12,489 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.8M +$334K +5,384 +4%
TW
21
Towerpoint Wealth
California
$8.06M -$629K -10,119 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.88M +$12.7K +205 +0.2%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$7.54M +$50.8K +817 +0.7%
OWM
24
Opes Wealth Management
California
$7.35M +$771K +12,407 +12%
PS
25
Portfolio Solutions
Michigan
$7.13M +$101K +1,626 +1%

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.