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iShares California Muni Bond ETF
CMF

Overview Fund Activity

189 hedge funds and large institutions have $1.15B invested in iShares California Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
3.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
27
Increased
65
Reduced
64
Closed
27
Calls
$322K
Puts
$655K
Net Calls
-$333K
Net Calls Change
-$333K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$381M
2
Ameriprise
2
Ameriprise
Minnesota
$63M
3
Mariner
3
Mariner
Kansas
$33M
4
LCM
4
Leisure Capital Management
California
$25.3M
5
AssetMark Inc
5
AssetMark Inc
California
$14.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.9M
3
MWM
3
Mission Wealth Management
California
$13.2M
4
B
4
Bailard
California
$5.61M
5
MMA
5
Miracle Mile Advisors
California
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$6.3M -$90.8K -1,614 -1%
LNC
27
Lincoln National Corp
Pennsylvania
$6.01M +$3.03M +53,586 +101%
MIAN
28
Mariner Independent Advisor Network
Kansas
$5.74M -$177K -3,121 -3%
B
29
Bailard
California
$5.61M -$18.7M -331,303 -77%
MMA
30
Miracle Mile Advisors
California
$5.42M -$13.8M -244,601 -72%
MWAM
31
Manhattan West Asset Management
California
$5.42M +$5.42M +95,946 New
WWP
32
Waypoint Wealth Partners
California
$5.38M +$5.38M +95,315 New
NL
33
Navalign LLC
California
$5.34M +$5.34M +94,639 New
BPA
34
Beacon Pointe Advisors
California
$5.26M +$3.83M +67,846 +268%
Creative Planning
35
Creative Planning
Kansas
$4.76M +$3.18M +56,258 +201%
RWP
36
RWA Wealth Partners
Massachusetts
$4.62M +$4.62M +81,865 New
Jane Street
37
Jane Street
New York
$4.6M -$94.3M -1,670,503 -95%
Osaic Holdings
38
Osaic Holdings
Arizona
$4.04M +$1.58M +27,963 +64%
PCWA
39
Pacific Capital Wealth Advisors
California
$3.98M -$35.2K -623 -0.9%
SW
40
SteelPeak Wealth
California
$3.62M -$48.9K -866 -1%
FCG
41
Financial Connections Group
California
$3.61M +$2.84M +50,290 +367%
SEI Investments
42
SEI Investments
Pennsylvania
$3.58M +$3.25M +57,532 +994%
BOTW
43
Bank of the West
California
$3.53M +$54.8K +970 +2%
WSWA
44
Warren Street Wealth Advisors
California
$3.29M +$1.08M +19,100 +49%
Betterment LLC
45
Betterment LLC
New York
$3.24M -$1.11M -19,719 -26%
Deutsche Bank
46
Deutsche Bank
Germany
$3.04M +$3.04M +53,800 New
SIG
47
Spinnaker Investment Group
California
$2.97M +$62.7K +1,110 +2%
SIAG
48
Safeguard Investment Advisory Group
California
$2.95M – – –
DAS
49
Dynamic Advisor Solutions
Arizona
$2.83M +$2.29M +40,476 +421%
FAT
50
First American Trust
California
$2.82M +$239K +4,239 +9%
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