CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

205 hedge funds and large institutions have $1.58B invested in iShares California Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
–
Holders Change %
0%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
15
Increased
100
Reduced
50
Closed
14
Calls
–
Puts
$682K
Net Calls
-$682K
Net Calls Change
-$940K

Top Buyers

1
FWI
Facet Wealth Inc
Maryland
$15.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.8M
3
FFA
First Foundation Advisors
California
$19.1M
4
CSIA
Charles Schwab Investment Advisory
California
$521M
5
PCIA
Prime Capital Investment Advisors
Kansas
$7.7M

Top Sellers

1
EWA
EP Wealth Advisors
California
$13.1M
2
Renaissance Technologies
Renaissance Technologies
New York
$2.03M
3
MMA
Miracle Mile Advisors
California
$23.8M
4
AWS
Atria Wealth Solutions
New York
$0
5
Jane Street
Jane Street
New York
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$11M +$826K +14,503 +8%
PFA
27
Pure Financial Advisors
California
$10.8M +$209K +3,670 +2%
FCG
28
Financial Connections Group
California
$10.6M +$785K +13,779 +8%
AllianceBernstein
29
AllianceBernstein
Tennessee
$10.4M +$175K +3,079 +2%
M
30
MYeCFO
California
$9.94M -$347K -6,099 -3%
SEI Investments
31
SEI Investments
Pennsylvania
$9.74M +$1.57M +27,557 +19%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$9.31M -$721K -12,652 -7%
UCFA
33
United Capital Financial Advisors
Texas
$9.05M +$945K +16,602 +12%
WP
34
WealthSource Partners
California
$8.82M -$991K -17,405 -10%
TF
35
TIAA FSB
Florida
$8.54M +$4.56M +80,064 +114%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$8.51M +$883K +15,553 +12%
Jane Street
37
Jane Street
New York
$8.09M -$2.9M -51,005 -26%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$8.03M -$291K -5,103 -3%
PCIA
39
Prime Capital Investment Advisors
Kansas
$7.7M +$7.7M +135,207 New
US Bancorp
40
US Bancorp
Minnesota
$7.59M -$1.23M -21,552 -14%
MWM
41
Mission Wealth Management
California
$7.57M -$154K -2,710 -2%
Ameriprise
42
Ameriprise
Minnesota
$7.52M -$553K -9,717 -7%
DAS
43
Dynamic Advisor Solutions
Arizona
$7.12M +$4.74M +83,194 +199%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$6.84M +$210K +3,684 +3%
CL
45
Choreo LLC
Illinois
$6.14M +$17.9K +315 +0.3%
BPA
46
Beacon Pointe Advisors
California
$5.67M +$68.2K +1,197 +1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$5.65M -$214K -3,753 -4%
Betterment LLC
48
Betterment LLC
New York
$5.47M +$281K +4,927 +5%
LPAM
49
Lodestar Private Asset Management
California
$5.47M +$138K +2,418 +3%
PA
50
Parallel Advisors
California
$5.21M -$690K -12,112 -12%
1
2
3 4 5