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iShares California Muni Bond ETF
CMF

Overview Fund Activity

192 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
63
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.3M
3
SC
3
Slow Capital
California
$31.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$7.63M
5
EWA
5
EP Wealth Advisors
California
$21.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$253M
2
MMA
2
Miracle Mile Advisors
California
$19.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
VCM
4
Vivaldi Capital Management
Illinois
$1.3M
5
PS
5
Portfolio Solutions
Michigan
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$1.19M +$222K +3,810 +23%
PCA
77
Personal Capital Advisors
California
$1.17M +$69.9K +1,201 +6%
OCM
78
One Capital Management
California
$1.15M -$224K -3,857 -16%
ACI
79
Alpha Cubed Investments
California
$1.12M -$275K -4,725 -20%
CFC
80
Client First Capital
California
$1.1M -$120K -2,070 -10%
VWA
81
VERITY Wealth Advisors
United States
$1.09M – – –
AC
82
Apella Capital
Connecticut
$1.07M -$35.7K -614 -3%
WA
83
Winfield Associates
Ohio
$1.06M – – –
MWM
84
McNaughton Wealth Management
California
$1.06M +$157K +2,705 +18%
SC
85
Seldon Capital
California
$1.03M -$2.46M -42,339 -70%
EA
86
Elm Advisors
California
$976K – – –
VST
87
Van Strum & Towne
California
$966K -$157K -2,700 -14%
I
88
IMPACTfolio
Colorado
$952K +$470K +8,076 +98%
AWS
89
AJ Wealth Strategies
New York
$951K – – –
CIA
90
Caerus Investment Advisors
Texas
$948K +$502K +9,000 +113%
EWM
91
Empirical Wealth Management
Washington
$943K +$331K +5,689 +54%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$929K -$52K -894 -5%
Fisher Asset Management
93
Fisher Asset Management
Washington
$901K -$2.27K -39 -0.3%
Goldman Sachs
94
Goldman Sachs
New York
$887K -$1.09M -18,691 -55%
TDWM
95
Topel & Distasi Wealth Management
California
$869K +$393K +6,762 +83%
OMC
96
Old Mission Capital
Illinois
$838K +$838K +14,408 New
FCG
97
Financial Connections Group
California
$796K +$138K +2,373 +21%
CAN
98
Cetera Advisor Networks
California
$791K +$1.16K +20 +0.1%
CPSC
99
Carl P. Sherr & Co
Massachusetts
$758K – – –
FMN
100
Financial Management Network
California
$753K -$139K -2,385 -16%
2 3
4
5 6