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iShares California Muni Bond ETF
CMF

Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in iShares California Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
23
Increased
70
Reduced
58
Closed
17
Calls
$369K
Puts
$933K
Net Calls
-$564K
Net Calls Change
-$231K

Top Buyers

1
BC
1
Brio Consultants
California
$24.3M
2
B
2
Bailard
California
$22.3M
3
FTUS
3
Flow Traders U.S.
New York
$14.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.2M
5
WP
5
WealthSource Partners
California
$14.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
LCM
3
Leisure Capital Management
California
$333K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
51
Warren Street Wealth Advisors
California
$2.98M -$174K -3,200 -5%
DAS
52
Dynamic Advisor Solutions
Arizona
$2.81M +$89.1K +1,643 +3%
SW
53
SteelPeak Wealth
California
$2.73M -$746K -13,767 -21%
EAM
54
Evanson Asset Management
California
$2.72M +$385K +7,099 +16%
BOTW
55
Bank of the West
California
$2.48M -$902K -16,640 -27%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.21M -$4.6M -84,770 -68%
EWM
57
Empirical Wealth Management
Washington
$2.09M -$587K -10,832 -22%
SIAG
58
Safeguard Investment Advisory Group
California
$2.01M -$746K -13,761 -27%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.91M +$78.1K +1,440 +4%
CCM
60
Covington Capital Management
California
$1.8M +$52K +960 +3%
SVCP
61
Silicon Valley Capital Partners
California
$1.78M -$1.9K -35 -0.1%
PPW
62
Parcion Private Wealth
Washington
$1.75M +$96.6K +1,782 +6%
CAG
63
Curtis Advisory Group
California
$1.75M +$697K +12,860 +66%
ECM
64
Evergreen Capital Management
Washington
$1.72M +$1.72M +31,663 New
RF
65
RHS Financial
California
$1.69M -$186K -3,432 -10%
PA
66
Parallel Advisors
California
$1.68M +$175K +3,218 +12%
RPCA
67
Running Point Capital Advisors
California
$1.57M +$777K +14,331 +99%
BSW
68
Buckingham Strategic Wealth
Missouri
$1.54M +$473K +8,728 +45%
MWM
69
McNaughton Wealth Management
California
$1.52M +$79.1K +1,459 +5%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.51M -$520K -9,584 -26%
NA
71
NewEdge Advisors
Louisiana
$1.47M +$6.83K +126 +0.5%
LCAM
72
London & Capital Asset Management
United Kingdom
$1.44M -$53.4K -985 -4%
CIA
73
Caerus Investment Advisors
Texas
$1.42M – – –
BCM
74
Boltwood Capital Management
California
$1.42M -$353K -6,510 -20%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$1.4M +$1.4M +1,200 New
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3
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