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iShares California Muni Bond ETF
CMF

Overview Fund Activity

205 hedge funds and large institutions have $1.58B invested in iShares California Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
–
Holders Change %
0%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
15
Increased
100
Reduced
50
Closed
14
Calls
–
Puts
$682K
Net Calls
-$682K
Net Calls Change
-$940K

Top Buyers

1
FWI
1
Facet Wealth Inc
Maryland
$15.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$15.8M
3
FFA
3
First Foundation Advisors
California
$19.1M
4
CSIA
4
Charles Schwab Investment Advisory
California
$521M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$7.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$13.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.03M
3
MMA
3
Miracle Mile Advisors
California
$23.8M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Jane Street
5
Jane Street
New York
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
51
Navalign LLC
California
$5.21M +$65.9K +1,157 +1%
Osaic Holdings
52
Osaic Holdings
Arizona
$5.09M +$45.3K +795 +0.9%
RI
53
Rinkey Investments
California
$5.05M +$3.07M +53,937 +156%
Deutsche Bank
54
Deutsche Bank
Germany
$4.71M – – –
CAN
55
Cetera Advisor Networks
California
$4.63M +$211K +3,710 +5%
SIG
56
Spinnaker Investment Group
California
$4.25M +$141K +2,469 +3%
AWS
57
AJ Wealth Strategies
New York
$4.18M +$17.4K +306 +0.4%
SW
58
SteelPeak Wealth
California
$4.14M +$114K +2,009 +3%
CCMI
59
Creative Capital Management Investments
California
$3.96M -$28.8K -506 -0.7%
WT
60
Whittier Trust
California
$3.71M -$253K -4,442 -6%
FCIM
61
Fairview Capital Investment Management
California
$3.48M – – –
CAM
62
Clark Asset Management
New Hampshire
$3.47M +$18.9K +331 +0.5%
BOS
63
Bank of Stockton
California
$3.44M +$2.41M +42,240 +232%
FCH
64
Freestone Capital Holdings
Washington
$3.4M +$571K +10,018 +20%
ACA
65
Affinity Capital Advisors
California
$3.37M +$3.37M +59,205 New
WSWA
66
Warren Street Wealth Advisors
California
$3.28M -$15.1K -265 -0.5%
HighTower Advisors
67
HighTower Advisors
Illinois
$3.21M +$844K +14,817 +36%
OFG
68
Omega Financial Group
California
$3.2M -$307K -5,398 -9%
LNC
69
Lincoln National Corp
Pennsylvania
$3.04M +$94.7K +1,663 +3%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$3.03M +$1.15M +20,182 +61%
EAM
71
Evanson Asset Management
California
$2.88M +$7.86K +138 +0.3%
FAT
72
First American Trust
California
$2.68M +$99.3K +1,743 +4%
PCWA
73
Pacific Capital Wealth Advisors
California
$2.66M -$189K -3,313 -7%
ECM
74
Evergreen Capital Management
Washington
$2.61M +$136K +2,395 +6%
DC
75
DeDora Capital
California
$2.17M +$766K +13,453 +55%
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