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iShares California Muni Bond ETF
CMF

Overview Fund Activity

188 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
Mariner
2
Mariner
Kansas
$10.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.7M
4
SC
4
Slow Capital
California
$22.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.33M
2
MWM
2
Mission Wealth Management
California
$47.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$2.28M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
51
BlackRock
New York
$2.17M -$97.9K -1,577 -4%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.17M -$232K -3,739 -10%
Goldman Sachs
53
Goldman Sachs
New York
$2.11M -$57.4K -925 -3%
ACA
54
Atlas Capital Advisors
Wyoming
$1.97M +$268K +4,319 +16%
RF
55
RHS Financial
California
$1.95M +$223K +3,599 +13%
CCM
56
Covington Capital Management
California
$1.9M +$118K +1,899 +7%
SEI Investments
57
SEI Investments
Pennsylvania
$1.89M +$700K +11,268 +59%
UCFA
58
United Capital Financial Advisors
Texas
$1.89M -$118K -1,894 -6%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.81M -$630K -10,141 -26%
SWRP
60
Summit Wealth & Retirement Planning
California
$1.78M -$7.57K -122 -0.4%
DAS
61
Dynamic Advisor Solutions
Arizona
$1.75M -$694K -11,172 -28%
PCMC
62
Paragon Capital Management (Colorado)
Colorado
$1.74M -$3.17K -51 -0.2%
PFS
63
Prospera Financial Services
Texas
$1.73M +$1.19M +19,200 +223%
LCAM
64
London & Capital Asset Management
United Kingdom
$1.71M – – –
BRWA
65
B. Riley Wealth Advisors
Florida
$1.69M +$1.69M +27,270 New
FCIM
66
Fairview Capital Investment Management
California
$1.64M – – –
OCM
67
One Capital Management
California
$1.6M -$7.32K -118 -0.5%
PCA
68
Personal Capital Advisors
California
$1.54M +$86.5K +1,394 +6%
HWA
69
HCR Wealth Advisors
California
$1.51M -$22.2K -357 -1%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1.44M -$426K -6,858 -23%
WT
71
Whittier Trust
California
$1.4M -$4.97K -80 -0.4%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.31M +$15.3K +246 +1%
BCI
73
Brinker Capital Investments
Pennsylvania
$1.3M +$118K +1,898 +10%
TCPWM
74
Traverso Chambers Private Wealth Management
California
$1.27M +$186 +3 +0%
PW
75
Peninsula Wealth
California
$1.24M +$456K +7,348 +58%
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