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iShares California Muni Bond ETF
CMF

Overview Fund Activity

187 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
80
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
SC
2
Slow Capital
California
$14.9M
3
Jane Street
3
Jane Street
New York
$18.4M
4
BCM
4
Brookstone Capital Management
Illinois
$4.43M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AssetMark Inc
3
AssetMark Inc
California
$767K
4
MMA
4
Miracle Mile Advisors
California
$27.5M
5
EWA
5
EP Wealth Advisors
California
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
51
Parcion Private Wealth
Washington
$2.18M -$547K -8,734 -20%
CAG
52
Curtis Advisory Group
California
$2.14M +$292K +4,655 +16%
UCFA
53
United Capital Financial Advisors
Texas
$2.02M +$61.3K +978 +3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.88M +$311K +4,973 +20%
Principal Financial Group
55
Principal Financial Group
Iowa
$1.85M – – –
SWRP
56
Summit Wealth & Retirement Planning
California
$1.8M -$2.26K -36 -0.1%
CCM
57
Covington Capital Management
California
$1.79M +$72.3K +1,155 +4%
PCMC
58
Paragon Capital Management (Colorado)
Colorado
$1.76M +$501 +8 +0%
RF
59
RHS Financial
California
$1.74M +$725K +11,587 +72%
LCAM
60
London & Capital Asset Management
United Kingdom
$1.73M – – –
ACA
61
Atlas Capital Advisors
Wyoming
$1.71M +$1.71M +27,376 New
FCIM
62
Fairview Capital Investment Management
California
$1.65M – – –
OCM
63
One Capital Management
California
$1.62M -$71.9K -1,148 -4%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.61M -$131K -2,087 -8%
HWA
65
HCR Wealth Advisors
California
$1.55M -$79.4K -1,267 -5%
VCM
66
Vivaldi Capital Management
Illinois
$1.54M -$60.4K -964 -4%
FMN
67
Financial Management Network
California
$1.53M -$147K -2,350 -9%
BPA
68
Beacon Pointe Advisors
California
$1.52M +$471K +7,520 +45%
Citigroup
69
Citigroup
New York
$1.51M -$107K -1,703 -7%
PCA
70
Personal Capital Advisors
California
$1.46M -$23.5K -375 -2%
WT
71
Whittier Trust
California
$1.41M – – –
FAT
72
First American Trust
California
$1.31M +$1.31M +20,985 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.3M +$282K +4,500 +28%
Mariner
74
Mariner
Kansas
$1.28M +$1.28M +20,449 New
TCPWM
75
Traverso Chambers Private Wealth Management
California
$1.28M +$251 +4 +0%
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3
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