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iShares California Muni Bond ETF
CMF

Overview Fund Activity

219 hedge funds and large institutions have $1.6B invested in iShares California Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
94
Reduced
57
Closed
13
Calls
–
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$9K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$112M
2
UBS Group
2
UBS Group
Switzerland
$43.5M
3
EWA
3
EP Wealth Advisors
California
$23.8M
4
Jane Street
4
Jane Street
New York
$27.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$406M
2
FCG
2
Financial Connections Group
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.9M
4
SC
4
Slow Capital
California
$24.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
226
Prospera Financial Services
Texas
– -$302K -5,304 Closed
GWS
227
Glassman Wealth Services
Virginia
– -$297K -5,223 Closed
RFP
228
Root Financial Partners
California
– -$260K -4,557 Closed
CG
229
Colony Group
Massachusetts
– -$245K -4,303 Closed
MCCP
230
Mission Creek Capital Partners
California
– -$228K -4,000 Closed
CCG
231
Coastwise Capital Group
California
– -$217K -3,818 Closed
BBHC
232
Brown Brothers Harriman & Co
New York
– -$79.7K -1,400 Closed
6 7 8 9
10