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iShares California Muni Bond ETF
CMF

Overview Fund Activity

181 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
68
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$267M
2
EWA
EP Wealth Advisors
California
$19.1M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Citadel Advisors
Citadel Advisors
Florida
$5.86M
5
OWM
Opes Wealth Management
California
$6.06M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
FI
FormulaFolio Investments
Michigan
$0
3
FFA
First Foundation Advisors
California
$7.33M
4
PIM
Parker Investment Management
California
$0
5
AWA
Aaron Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
51
Summit Wealth & Retirement Planning
California
$1.79M -$11.4K -183 -0.6%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$1.78M -$5.28M -84,985 -75%
PCMC
53
Paragon Capital Management (Colorado)
Colorado
$1.75M +$398K +6,408 +30%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$1.72M +$654K +10,523 +61%
LCAM
55
London & Capital Asset Management
United Kingdom
$1.71M – – –
CCM
56
Covington Capital Management
California
$1.71M +$142K +2,280 +9%
OCM
57
One Capital Management
California
$1.68M -$36K -580 -2%
FMN
58
Financial Management Network
California
$1.67M -$17.4K -279 -1%
FCIM
59
Fairview Capital Investment Management
California
$1.64M – – –
HWA
60
HCR Wealth Advisors
California
$1.62M +$96.8K +1,558 +6%
Citigroup
61
Citigroup
New York
$1.6M -$434K -6,982 -21%
VCM
62
Vivaldi Capital Management
Illinois
$1.6M -$811 -13 -0.1%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.56M -$215K -3,459 -12%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.53M +$1.53M +24,683 New
PCA
65
Personal Capital Advisors
California
$1.47M +$470K +7,560 +47%
WT
66
Whittier Trust
California
$1.4M – – –
OGF
67
Orin Green Financial
California
$1.33M -$424K -6,831 -24%
TCPWM
68
Traverso Chambers Private Wealth Management
California
$1.27M +$3.11K +50 +0.2%
VWA
69
VERITY Wealth Advisors
United States
$1.17M – – –
Cerity Partners
70
Cerity Partners
New York
$1.15M -$65.1K -1,049 -5%
PW
71
Peninsula Wealth
California
$1.13M +$1.13M +18,119 New
HighTower Advisors
72
HighTower Advisors
Illinois
$1.09M -$115K -1,852 -10%
BCI
73
Brinker Capital Investments
Pennsylvania
$1.06M -$591K -9,518 -36%
BPA
74
Beacon Pointe Advisors
California
$1.04M -$185K -2,982 -15%
EA
75
Elm Advisors
California
$1.03M -$307K -4,950 -23%
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