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iShares California Muni Bond ETF
CMF

Overview Fund Activity

181 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
68
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$267M
2
EWA
EP Wealth Advisors
California
$19.1M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Citadel Advisors
Citadel Advisors
Florida
$5.86M
5
OWM
Opes Wealth Management
California
$6.06M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
FI
FormulaFolio Investments
Michigan
$0
3
FFA
First Foundation Advisors
California
$7.33M
4
PIM
Parker Investment Management
California
$0
5
AWA
Aaron Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
AJ Wealth Strategies
New York
$1.02M – – –
AllianceBernstein
77
AllianceBernstein
Tennessee
$1.01M +$40.8K +657 +4%
RF
78
RHS Financial
California
$1.01M -$81.8K -1,316 -8%
CAN
79
Cetera Advisor Networks
California
$992K -$311K -5,004 -24%
DWM
80
Destination Wealth Management
California
$934K +$187K +3,010 +25%
NL
81
NWAM LLC
Washington
$880K +$141K +2,270 +19%
WA
82
Winfield Associates
Ohio
$879K +$49.7K +800 +6%
MWM
83
McNaughton Wealth Management
California
$877K +$87.7K +1,412 +11%
Fisher Asset Management
84
Fisher Asset Management
Washington
$875K +$78.8K +1,268 +10%
EWM
85
Empirical Wealth Management
Washington
$845K -$136K -2,195 -14%
AC
86
Apella Capital
Connecticut
$827K -$4.35K -70 -0.5%
CPSC
87
Carl P. Sherr & Co
Massachusetts
$759K +$40.1K +645 +6%
BlackRock
88
BlackRock
New York
$747K -$1.41M -22,741 -65%
KWM
89
Kingsview Wealth Management
Oregon
$710K +$4.04K +65 +0.6%
BA
90
Bristlecone Advisors
Washington
$693K +$77.7K +1,250 +13%
FWP
91
Falcon Wealth Planning
California
$686K +$49.6K +799 +8%
AAS
92
Avantax Advisory Services
Texas
$686K +$127K +2,050 +23%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$667K +$20K +322 +3%
Stifel Financial
94
Stifel Financial
Missouri
$653K -$240K -3,873 -27%
CL
95
Choreo LLC
Illinois
$593K -$47.7K -768 -7%
LGWM
96
Litman Gregory Wealth Management
California
$581K -$21.2K -341 -4%
PCTC
97
Perkins Coie Trust Company
Washington
$559K – – –
FC
98
FCA Corp
Texas
$551K – – –
EHPM
99
Emery Howard Portfolio Management
California
$545K +$1.49K +24 +0.3%
WCG
100
Weaver Consulting Group
California
$541K -$38.4K -619 -7%
2 3
4
5 6