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iShares California Muni Bond ETF
CMF

Overview Fund Activity

192 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
63
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.3M
3
SC
3
Slow Capital
California
$31.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$7.63M
5
EWA
5
EP Wealth Advisors
California
$21.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$253M
2
MMA
2
Miracle Mile Advisors
California
$19.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
VCM
4
Vivaldi Capital Management
Illinois
$1.3M
5
PS
5
Portfolio Solutions
Michigan
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$6.1M -$263K -4,528 -4%
MIAN
27
Mariner Independent Advisor Network
Kansas
$6.06M -$447K -7,695 -7%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$5.8M +$1.3M +22,281 +29%
OFG
29
Omega Financial Group
California
$4.51M +$605K +10,396 +16%
AWM
30
Aries Wealth Management
Maine
$4.51M +$4.51M +77,455 New
Betterment LLC
31
Betterment LLC
New York
$4.48M -$675K -11,600 -13%
PCWA
32
Pacific Capital Wealth Advisors
California
$4.14M +$82.9K +1,425 +2%
SW
33
SteelPeak Wealth
California
$3.78M -$62.9K -1,081 -2%
BCM
34
Boltwood Capital Management
California
$3.72M -$553K -9,509 -13%
BOTW
35
Bank of the West
California
$3.58M -$40.1K -690 -1%
PS
36
Portfolio Solutions
Michigan
$3.36M -$3.29M -56,485 -49%
KCM
37
Karp Capital Management
California
$3.26M -$1.28M -22,059 -28%
LNC
38
Lincoln National Corp
Pennsylvania
$3.08M +$301K +5,178 +11%
SIG
39
Spinnaker Investment Group
California
$2.99M +$10.2K +175 +0.3%
SIAG
40
Safeguard Investment Advisory Group
California
$2.95M +$297K +5,102 +11%
FAT
41
First American Trust
California
$2.66M -$87.7K -1,508 -3%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.54M +$252K +4,337 +11%
EAM
43
Evanson Asset Management
California
$2.5M +$2.79K +48 +0.1%
FCH
44
Freestone Capital Holdings
Washington
$2.43M +$2.43M +41,715 New
WP
45
WealthSource Partners
California
$2.28M -$129K -2,211 -5%
WSWA
46
Warren Street Wealth Advisors
California
$2.28M +$2.28M +39,115 New
BZWA
47
Blue Zone Wealth Advisors
California
$2.22M -$600K -10,305 -21%
OGF
48
Orin Green Financial
California
$2.16M -$20.7K -356 -0.9%
FCIM
49
Fairview Capital Investment Management
California
$2.12M -$119K -2,050 -5%
ACA
50
Atlas Capital Advisors
Wyoming
$2.12M +$219K +3,764 +12%
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