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iShares California Muni Bond ETF
CMF

Overview Fund Activity

219 hedge funds and large institutions have $1.6B invested in iShares California Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
94
Reduced
57
Closed
13
Calls
–
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$9K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$112M
2
UBS Group
UBS Group
Switzerland
$43.5M
3
EWA
EP Wealth Advisors
California
$23.8M
4
Jane Street
Jane Street
New York
$27.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.8M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$406M
2
FCG
Financial Connections Group
California
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.9M
4
SC
Slow Capital
California
$24.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$12.4M -$1.4M -25,507 -10%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$11.8M +$11.5M +209,806 +4,196%
Creative Planning
28
Creative Planning
Kansas
$11M +$404K +7,375 +4%
WP
29
WealthSource Partners
California
$10.8M +$2.26M +41,222 +27%
M
30
MYeCFO
California
$10.6M +$984K +17,966 +10%
AllianceBernstein
31
AllianceBernstein
Tennessee
$10.5M +$469K +8,544 +5%
PFA
32
Pure Financial Advisors
California
$10.4M +$35.4K +645 +0.3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$9.09M +$118K +2,160 +1%
Osaic Holdings
34
Osaic Holdings
Arizona
$8.84M +$3.94M +71,801 +80%
UCFA
35
United Capital Financial Advisors
Texas
$8.81M +$94.8K +1,728 +1%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$8.3M +$114K +2,079 +1%
Ameriprise
37
Ameriprise
Minnesota
$7.74M +$499K +9,097 +7%
MWM
38
Mission Wealth Management
California
$7.57M +$280K +5,113 +4%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$7.47M +$881K +16,073 +13%
PCIA
40
Prime Capital Investment Advisors
Kansas
$7.39M -$21.2K -387 -0.3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$7.29M -$437K -7,968 -6%
SEI Investments
42
SEI Investments
Pennsylvania
$6.94M -$2.44M -44,567 -26%
CL
43
Choreo LLC
Illinois
$6.89M +$980K +17,878 +17%
DAS
44
Dynamic Advisor Solutions
Arizona
$6.39M -$467K -8,523 -7%
Betterment LLC
45
Betterment LLC
New York
$6.27M +$1.01M +18,394 +19%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$5.68M -$8.41M -153,383 -60%
BPA
47
Beacon Pointe Advisors
California
$5.64M +$177K +3,224 +3%
CAN
48
Cetera Advisor Networks
California
$5.52M +$1.07M +19,459 +24%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$5.47M +$25.3K +462 +0.5%
Cerity Partners
50
Cerity Partners
New York
$5.46M +$3.63M +66,253 +199%
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