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iShares California Muni Bond ETF
CMF

Overview Fund Activity

188 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
Mariner
2
Mariner
Kansas
$10.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.7M
4
SC
4
Slow Capital
California
$22.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.33M
2
MWM
2
Mission Wealth Management
California
$47.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$2.28M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
26
Portfolio Solutions
Michigan
$6.99M -$71.8K -1,157 -1%
OWM
27
Opes Wealth Management
California
$6.55M +$1.52M +24,556 +30%
PA
28
Parallel Advisors
California
$4.81M +$184K +2,972 +4%
Betterment LLC
29
Betterment LLC
New York
$4.71M +$354K +5,701 +8%
BCM
30
Boltwood Capital Management
California
$4.49M +$547K +8,813 +14%
BCM
31
Brookstone Capital Management
Illinois
$4.37M – – –
PCWA
32
Pacific Capital Wealth Advisors
California
$4.33M -$376K -6,060 -8%
KCM
33
Karp Capital Management
California
$4.11M +$162K +2,608 +4%
OFG
34
Omega Financial Group
California
$3.86M +$357K +5,744 +10%
Principal Financial Group
35
Principal Financial Group
Iowa
$3.49M +$1.65M +26,558 +90%
SW
36
SteelPeak Wealth
California
$3.3M +$77.2K +1,244 +2%
BOTW
37
Bank of the West
California
$3.24M -$498K -8,016 -13%
BZWA
38
Blue Zone Wealth Advisors
California
$3.23M +$121K +1,945 +4%
LNC
39
Lincoln National Corp
Pennsylvania
$3.2M +$101K +1,633 +3%
WP
40
WealthSource Partners
California
$2.9M -$23.3K -375 -0.8%
BCPWM
41
Bradley & Co Private Wealth Management
Florida
$2.89M +$56.6K +912 +2%
PPW
42
Parcion Private Wealth
Washington
$2.79M +$638K +10,294 +30%
FAT
43
First American Trust
California
$2.75M +$1.44M +23,236 +111%
EAM
44
Evanson Asset Management
California
$2.54M +$81.5K +1,301 +3%
SIAG
45
Safeguard Investment Advisory Group
California
$2.48M +$1.6M +25,746 +182%
CAG
46
Curtis Advisory Group
California
$2.43M +$312K +5,029 +15%
Barclays
47
Barclays
United Kingdom
$2.33M -$1.14M -18,419 -33%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$2.28M -$1.87M -30,053 -45%
VCM
49
Vivaldi Capital Management
Illinois
$2.25M +$725K +11,680 +47%
OGF
50
Orin Green Financial
California
$2.17M -$129K -2,078 -6%
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