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iShares California Muni Bond ETF
CMF

Overview Fund Activity

189 hedge funds and large institutions have $1.15B invested in iShares California Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
3.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
27
Increased
65
Reduced
64
Closed
27
Calls
$322K
Puts
$655K
Net Calls
-$333K
Net Calls Change
-$333K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$381M
2
Ameriprise
2
Ameriprise
Minnesota
$63M
3
Mariner
3
Mariner
Kansas
$33M
4
LCM
4
Leisure Capital Management
California
$25.3M
5
AssetMark Inc
5
AssetMark Inc
California
$14.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.9M
3
MWM
3
Mission Wealth Management
California
$13.2M
4
B
4
Bailard
California
$5.61M
5
MMA
5
Miracle Mile Advisors
California
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Empirical Wealth Management
Washington
$2.79M +$1.87M +33,196 +205%
OFG
52
Omega Financial Group
California
$2.6M -$1.77M -31,405 -41%
FCH
53
Freestone Capital Holdings
Washington
$2.6M +$241K +4,265 +10%
UCFA
54
United Capital Financial Advisors
Texas
$2.6M +$1.01M +17,851 +63%
WP
55
WealthSource Partners
California
$2.54M +$330K +5,853 +15%
EAM
56
Evanson Asset Management
California
$2.43M +$4.52K +80 +0.2%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$2.11M -$3.52M -62,305 -62%
BZWA
58
Blue Zone Wealth Advisors
California
$2.08M -$67.9K -1,202 -3%
RF
59
RHS Financial
California
$1.95M +$565K +10,007 +41%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.91M +$258K +4,566 +16%
SVCP
61
Silicon Valley Capital Partners
California
$1.85M -$36K -637 -2%
BCM
62
Boltwood Capital Management
California
$1.84M -$1.77M -31,303 -49%
CCM
63
Covington Capital Management
California
$1.82M -$10.2K -180 -0.6%
PPW
64
Parcion Private Wealth
Washington
$1.75M +$289K +5,030 +20%
RJA
65
Raymond James & Associates
Florida
$1.75M +$459K +8,132 +36%
FCIM
66
Fairview Capital Investment Management
California
$1.59M -$469K -8,300 -23%
PA
67
Parallel Advisors
California
$1.57M -$396K -7,011 -20%
LCAM
68
London & Capital Asset Management
United Kingdom
$1.56M – – –
NA
69
NewEdge Advisors
Louisiana
$1.53M +$1.53M +27,027 New
MWM
70
McNaughton Wealth Management
California
$1.5M +$478K +8,473 +47%
CIA
71
Caerus Investment Advisors
Texas
$1.48M +$523K +9,264 +54%
CFA
72
Capstone Financial Advisors
Illinois
$1.41M +$1.41M +24,945 New
DWM
73
Destination Wealth Management
California
$1.33M – – –
Principal Financial Group
74
Principal Financial Group
Iowa
$1.32M +$1.32M +23,402 New
PS
75
Portfolio Solutions
Michigan
$1.29M -$1.98M -35,043 -61%
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