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iShares California Muni Bond ETF
CMF

Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in iShares California Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
23
Increased
70
Reduced
58
Closed
17
Calls
$369K
Puts
$933K
Net Calls
-$564K
Net Calls Change
-$231K

Top Buyers

1
BC
1
Brio Consultants
California
$24.3M
2
B
2
Bailard
California
$22.3M
3
FTUS
3
Flow Traders U.S.
New York
$14.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.2M
5
WP
5
WealthSource Partners
California
$14.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
LCM
3
Leisure Capital Management
California
$333K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$7.1M +$2.68M +49,429 +61%
FFA
27
First Foundation Advisors
California
$6.92M +$350K +6,450 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.55M +$5.9M +108,851 +912%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$6.39M +$211K +3,884 +3%
Kayne Anderson Rudnick Investment Management
30
Kayne Anderson Rudnick Investment Management
California
$6.25M +$162K +2,985 +3%
MMA
31
Miracle Mile Advisors
California
$5.75M +$547K +10,085 +11%
Creative Planning
32
Creative Planning
Kansas
$5.57M +$1M +18,524 +22%
AllianceBernstein
33
AllianceBernstein
Tennessee
$5.54M -$736K -13,582 -12%
BPA
34
Beacon Pointe Advisors
California
$5.46M +$413K +7,621 +8%
NL
35
Navalign LLC
California
$5.36M +$230K +4,239 +4%
MIAN
36
Mariner Independent Advisor Network
Kansas
$5.16M -$326K -6,009 -6%
Deutsche Bank
37
Deutsche Bank
Germany
$4.48M +$1.57M +28,870 +54%
RWP
38
RWA Wealth Partners
Massachusetts
$4.47M +$34.3K +632 +0.8%
UCFA
39
United Capital Financial Advisors
Texas
$4.47M +$1.98M +36,485 +79%
Osaic Holdings
40
Osaic Holdings
Arizona
$4.21M +$324K +5,975 +8%
WWP
41
Waypoint Wealth Partners
California
$4.07M -$1.1M -20,200 -21%
SIG
42
Spinnaker Investment Group
California
$3.85M +$997K +18,398 +35%
PCWA
43
Pacific Capital Wealth Advisors
California
$3.8M -$25.8K -475 -0.7%
SEI Investments
44
SEI Investments
Pennsylvania
$3.79M +$360K +6,645 +10%
LNC
45
Lincoln National Corp
Pennsylvania
$3.46M -$2.31M -42,689 -40%
OFG
46
Omega Financial Group
California
$3.24M +$747K +13,771 +30%
AWS
47
Atria Wealth Solutions
New York
$3.24M +$3.24M +59,777 New
Betterment LLC
48
Betterment LLC
New York
$3.24M – – –
FCH
49
Freestone Capital Holdings
Washington
$3.14M +$644K +11,884 +26%
FAT
50
First American Trust
California
$3.02M +$312K +5,753 +12%
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