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iShares California Muni Bond ETF
CMF

Overview Fund Activity

219 hedge funds and large institutions have $1.6B invested in iShares California Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
94
Reduced
57
Closed
13
Calls
–
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$9K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$112M
2
UBS Group
2
UBS Group
Switzerland
$43.5M
3
EWA
3
EP Wealth Advisors
California
$23.8M
4
Jane Street
4
Jane Street
New York
$27.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$406M
2
FCG
2
Financial Connections Group
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.9M
4
SC
4
Slow Capital
California
$24.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
51
Navalign LLC
California
$5.22M +$203K +3,706 +4%
RI
52
Rinkey Investments
California
$5.15M +$288K +5,247 +6%
LPAM
53
Lodestar Private Asset Management
California
$5.06M -$204K -3,721 -4%
PA
54
Parallel Advisors
California
$4.95M -$65.8K -1,199 -1%
BOS
55
Bank of Stockton
California
$4.93M +$1.66M +30,573 +51%
Deutsche Bank
56
Deutsche Bank
Germany
$4.53M – – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$4.13M +$1.22M +22,239 +42%
SIG
58
Spinnaker Investment Group
California
$3.99M -$99.8K -1,819 -2%
CCMI
59
Creative Capital Management Investments
California
$3.85M +$31.4K +572 +0.8%
FTUS
60
Flow Traders U.S.
New York
$3.73M +$3.73M +67,980 New
FCH
61
Freestone Capital Holdings
Washington
$3.7M +$434K +7,911 +13%
ACA
62
Affinity Capital Advisors
California
$3.7M +$450K +8,203 +14%
SW
63
SteelPeak Wealth
California
$3.56M -$423K -7,711 -11%
WT
64
Whittier Trust
California
$3.54M -$33.6K -613 -0.9%
HighTower Advisors
65
HighTower Advisors
Illinois
$3.3M +$214K +3,910 +7%
LNC
66
Lincoln National Corp
Pennsylvania
$3.29M +$367K +6,691 +13%
OFG
67
Omega Financial Group
California
$3.19M +$109K +1,980 +4%
WSWA
68
Warren Street Wealth Advisors
California
$3.09M -$71.2K -1,298 -2%
US Bancorp
69
US Bancorp
Minnesota
$3.04M -$4.27M -77,951 -58%
OMC
70
Old Mission Capital
Illinois
$2.92M +$2.92M +53,200 New
FCIM
71
Fairview Capital Investment Management
California
$2.79M -$554K -10,100 -17%
CWM
72
Certus Wealth Management
California
$2.74M +$1.08M +19,646 +65%
EWM
73
Elmwood Wealth Management
California
$2.71M +$2.71M +49,482 New
FAT
74
First American Trust
California
$2.71M +$132K +2,414 +5%
BIA
75
Bell Investment Advisors
California
$2.67M +$2.55M +46,418 +1,993%
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