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iShares California Muni Bond ETF
CMF

Overview Fund Activity

187 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
80
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
SC
2
Slow Capital
California
$14.9M
3
Jane Street
3
Jane Street
New York
$18.4M
4
BCM
4
Brookstone Capital Management
Illinois
$4.43M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AssetMark Inc
3
AssetMark Inc
California
$767K
4
MMA
4
Miracle Mile Advisors
California
$27.5M
5
EWA
5
EP Wealth Advisors
California
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$6.15M -$820K -13,099 -12%
OWM
27
Opes Wealth Management
California
$5.07M -$1.04M -16,620 -17%
PCWA
28
Pacific Capital Wealth Advisors
California
$4.75M +$108K +1,718 +2%
PA
29
Parallel Advisors
California
$4.67M +$48.5K +774 +1%
BCM
30
Brookstone Capital Management
Illinois
$4.43M +$4.43M +70,561 New
Betterment LLC
31
Betterment LLC
New York
$4.4M +$660K +10,540 +18%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$4.18M +$2.39M +38,192 +133%
BCM
33
Boltwood Capital Management
California
$3.98M +$153K +2,450 +4%
KCM
34
Karp Capital Management
California
$3.98M +$177K +2,824 +5%
BOTW
35
Bank of the West
California
$3.77M +$995K +15,890 +36%
OFG
36
Omega Financial Group
California
$3.53M +$104K +1,663 +3%
Barclays
37
Barclays
United Kingdom
$3.51M +$3.44M +54,978 +5,286%
SW
38
SteelPeak Wealth
California
$3.25M +$71.8K +1,147 +2%
FTUS
39
Flow Traders U.S.
New York
$3.18M +$3.18M +50,736 New
BZWA
40
Blue Zone Wealth Advisors
California
$3.14M -$74.8K -1,195 -2%
LNC
41
Lincoln National Corp
Pennsylvania
$3.13M -$221K -3,524 -7%
WP
42
WealthSource Partners
California
$2.95M -$207K -3,311 -7%
BCPWM
43
Bradley & Co Private Wealth Management
Florida
$2.86M +$198K +3,156 +7%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.47M -$422K -6,738 -15%
EAM
45
Evanson Asset Management
California
$2.46M -$115K -1,839 -4%
DAS
46
Dynamic Advisor Solutions
Arizona
$2.46M +$424K +6,776 +21%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.42M +$452K +7,213 +23%
OGF
48
Orin Green Financial
California
$2.32M +$981K +15,670 +73%
BlackRock
49
BlackRock
New York
$2.29M +$1.53M +24,474 +203%
Goldman Sachs
50
Goldman Sachs
New York
$2.19M -$1.65M -26,346 -43%
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