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iShares California Muni Bond ETF
CMF

Overview Fund Activity

192 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
63
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.3M
3
SC
3
Slow Capital
California
$31.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$7.63M
5
EWA
5
EP Wealth Advisors
California
$21.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$253M
2
MMA
2
Miracle Mile Advisors
California
$19.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
VCM
4
Vivaldi Capital Management
Illinois
$1.3M
5
PS
5
Portfolio Solutions
Michigan
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$2.09M +$1.32M +22,748 +172%
PFS
52
Prospera Financial Services
Texas
$2.08M +$157K +2,700 +8%
BCI
53
Brinker Capital Investments
Pennsylvania
$2.08M +$1.05M +18,123 +103%
PA
54
Parallel Advisors
California
$2.03M -$2.47M -42,502 -55%
SVCP
55
Silicon Valley Capital Partners
California
$1.95M -$9.08K -156 -0.5%
CCM
56
Covington Capital Management
California
$1.88M +$40.1K +690 +2%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.7M -$349 -6 -0%
UCFA
58
United Capital Financial Advisors
Texas
$1.64M +$58.9K +1,012 +4%
Creative Planning
59
Creative Planning
Kansas
$1.63M +$1.31M +22,572 +414%
LCAM
60
London & Capital Asset Management
United Kingdom
$1.61M – – –
PW
61
Peninsula Wealth
California
$1.57M -$165K -2,844 -10%
PPW
62
Parcion Private Wealth
Washington
$1.48M -$720K -12,383 -33%
BPA
63
Beacon Pointe Advisors
California
$1.47M +$876K +15,053 +147%
BCPWM
64
Bradley & Co Private Wealth Management
Florida
$1.46M -$1.47M -25,324 -50%
HWA
65
HCR Wealth Advisors
California
$1.44M +$84.4K +1,450 +6%
RF
66
RHS Financial
California
$1.43M +$195K +3,346 +16%
DWM
67
Destination Wealth Management
California
$1.37M +$172K +2,961 +14%
RJA
68
Raymond James & Associates
Florida
$1.33M +$85.7K +1,472 +7%
WT
69
Whittier Trust
California
$1.31M – – –
BlackRock
70
BlackRock
New York
$1.31M -$74.6K -1,282 -5%
VCM
71
Vivaldi Capital Management
Illinois
$1.3M -$3.37M -60,774 -72%
SWRP
72
Summit Wealth & Retirement Planning
California
$1.28M -$327K -5,623 -20%
CAG
73
Curtis Advisory Group
California
$1.27M -$132K -2,267 -9%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.19M -$23K -395 -2%
TCPWM
75
Traverso Chambers Private Wealth Management
California
$1.19M – – –
1 2
3
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