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iShares California Muni Bond ETF
CMF

Overview Fund Activity

181 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
68
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$267M
2
EWA
EP Wealth Advisors
California
$19.1M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Citadel Advisors
Citadel Advisors
Florida
$5.86M
5
OWM
Opes Wealth Management
California
$6.06M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
FI
FormulaFolio Investments
Michigan
$0
3
FFA
First Foundation Advisors
California
$7.33M
4
PIM
Parker Investment Management
California
$0
5
AWA
Aaron Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
26
Opes Wealth Management
California
$6.06M +$5.38M +86,647 +794%
Citadel Advisors
27
Citadel Advisors
Florida
$5.86M +$5.86M +94,267 New
PCWA
28
Pacific Capital Wealth Advisors
California
$4.6M +$45.8K +737 +1%
PA
29
Parallel Advisors
California
$4.58M +$1.1M +17,702 +32%
MIAN
30
Mariner Independent Advisor Network
Kansas
$4.3M +$189K +3,053 +5%
AssetMark Inc
31
AssetMark Inc
California
$4.21M +$126K +2,021 +3%
Goldman Sachs
32
Goldman Sachs
New York
$3.81M -$22.9K -368 -0.6%
BCM
33
Boltwood Capital Management
California
$3.8M +$8.39K +135 +0.2%
KCM
34
Karp Capital Management
California
$3.77M +$353K +5,678 +10%
Betterment LLC
35
Betterment LLC
New York
$3.71M -$12K -193 -0.3%
OFG
36
Omega Financial Group
California
$3.4M +$67.1K +1,080 +2%
LNC
37
Lincoln National Corp
Pennsylvania
$3.32M -$360K -5,797 -10%
BZWA
38
Blue Zone Wealth Advisors
California
$3.19M -$708K -11,388 -18%
SW
39
SteelPeak Wealth
California
$3.15M -$6.59K -106 -0.2%
WP
40
WealthSource Partners
California
$3.13M +$282K +4,542 +10%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.86M +$674K +10,848 +31%
BOTW
42
Bank of the West
California
$2.75M +$405K +6,520 +17%
PPW
43
Parcion Private Wealth
Washington
$2.7M -$42.9K -691 -2%
BCPWM
44
Bradley & Co Private Wealth Management
Florida
$2.64M +$2.64M +42,480 New
EAM
45
Evanson Asset Management
California
$2.56M +$991K +15,944 +63%
DAS
46
Dynamic Advisor Solutions
Arizona
$2.02M +$853K +13,725 +73%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.95M -$625K -10,064 -24%
UCFA
48
United Capital Financial Advisors
Texas
$1.95M -$883K -14,206 -31%
Principal Financial Group
49
Principal Financial Group
Iowa
$1.84M -$807K -13,000 -31%
CAG
50
Curtis Advisory Group
California
$1.83M +$136K +2,182 +8%
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