iShares California Muni Bond ETF
193 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 75 reducing their positions, and 23 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.24% more ownership
Funds ownership: 61.55% → 62.79% (+1.2%)
6% less capital invested
Capital invested by funds: $1.2B → $1.13B (-$66.1M)
6% less funds holding
Funds holding: 205 → 193 (-12)
15% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 75
39% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$88.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$38M |
| 3 |
SC
Slow Capital
Greenbrae,
California
|
+$9.56M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$7.4M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$7.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$101M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$16.8M |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$3.66M |
| 4 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$3.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$3.39M |
CMF Hedge Fund Activity: Q1 2022 in Review
193 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2022, worth a combined $1.13B — down 5.5% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of CMF and 14 opened new positions — a net loss of 9 holders — while 75 trimmed existing stakes and 64 added.
The largest buyer was Jane Street, adding an estimated $88.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $101M.
- 193 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2022, down from 205 in Q4 2021.
- Funds reported $1.13B of iShares California Muni Bond ETF stock for Q1 2022, down 5.5% quarter-over-quarter.
- 14 funds opened new iShares California Muni Bond ETF positions in Q1 2022 and 23 closed out, a net change of -9 holders.
- The largest iShares California Muni Bond ETF buyer in Q1 2022 was Jane Street, an estimated $88.5M added.
- The largest iShares California Muni Bond ETF seller in Q1 2022 was Charles Schwab Investment Advisory, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2022.