iShares California Muni Bond ETF
190 hedge funds and large institutions have $1.15B invested in iShares California Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 27 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
3.06% more ownership
Funds ownership: 62.79% → 65.85% (+3.1%)
2% more capital invested
Capital invested by funds: $1.13B → $1.15B (+$20.7M)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
0% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 65
2% less funds holding
Funds holding: 193 → 190 (-3)
51% less call options, than puts
Call options by funds: $322K | Put options by funds: $655K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$136M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$51.7M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$25.7M |
| 4 |
LCM
Leisure Capital Management
Costa Mesa,
California
|
+$25.3M |
| 5 |
AssetMark Inc
Concord,
California
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$94.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.1M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$40.1M |
| 4 |
B
Bailard
Foster City,
California
|
-$18.7M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$13.8M |
CMF Hedge Fund Activity: Q2 2022 in Review
190 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2022, worth a combined $1.15B — up 1.8% from $1.13B a quarter earlier.
Fund positioning in CMF was balanced in Q2 2022: 27 funds opened new positions, 27 closed out, 65 added to existing stakes and 65 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $136M. The largest seller was Jane Street, cutting an estimated $94.4M.
- 190 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2022, down from 193 in Q1 2022.
- Funds reported $1.15B of iShares California Muni Bond ETF stock for Q2 2022, up 1.8% quarter-over-quarter.
- 27 funds opened new iShares California Muni Bond ETF positions in Q2 2022 and 27 closed out, a net change of 0 holders.
- The largest iShares California Muni Bond ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $136M added.
- The largest iShares California Muni Bond ETF seller in Q2 2022 was Jane Street, an estimated $94.4M sold.
Based on aggregated 13F filings for Q2 2022.