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iShares California Muni Bond ETF
CMF

Overview Fund Activity

189 hedge funds and large institutions have $1.15B invested in iShares California Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
3.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
27
Increased
65
Reduced
64
Closed
27
Calls
$322K
Puts
$655K
Net Calls
-$333K
Net Calls Change
-$333K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$381M
2
Ameriprise
2
Ameriprise
Minnesota
$63M
3
Mariner
3
Mariner
Kansas
$33M
4
LCM
4
Leisure Capital Management
California
$25.3M
5
AssetMark Inc
5
AssetMark Inc
California
$14.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.9M
3
MWM
3
Mission Wealth Management
California
$13.2M
4
B
4
Bailard
California
$5.61M
5
MMA
5
Miracle Mile Advisors
California
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
76
HCR Wealth Advisors
California
$1.28M -$114K -2,017 -8%
VCM
77
Vivaldi Capital Management
Illinois
$1.26M -$58.1K -1,029 -4%
BlackRock
78
BlackRock
New York
$1.25M -$21.3K -377 -2%
SWRP
79
Summit Wealth & Retirement Planning
California
$1.17M -$71.4K -1,265 -6%
PCA
80
Personal Capital Advisors
California
$1.16M +$25.6K +454 +2%
TCPWM
81
Traverso Chambers Private Wealth Management
California
$1.15M – – –
PW
82
Peninsula Wealth
California
$1.11M -$418K -7,410 -27%
BSW
83
Buckingham Strategic Wealth
Missouri
$1.11M +$1.11M +19,607 New
CAG
84
Curtis Advisory Group
California
$1.09M -$140K -2,481 -11%
Goldman Sachs
85
Goldman Sachs
New York
$1.08M +$223K +3,949 +26%
CFC
86
Client First Capital
California
$1.06M – – –
VWA
87
VERITY Wealth Advisors
United States
$1.06M – – –
AC
88
Apella Capital
Connecticut
$1.04M +$2.65K +47 +0.3%
WT
89
Whittier Trust
California
$1M -$266K -4,713 -21%
Stifel Financial
90
Stifel Financial
Missouri
$999K +$395K +6,989 +65%
TW
91
Towerpoint Wealth
California
$983K -$6.37M -112,770 -87%
VST
92
Van Strum & Towne
California
$937K – – –
Fisher Asset Management
93
Fisher Asset Management
Washington
$918K +$43.8K +776 +5%
ACI
94
Alpha Cubed Investments
California
$887K -$201K -3,550 -18%
AWS
95
AJ Wealth Strategies
New York
$853K -$70.4K -1,247 -8%
FMN
96
Financial Management Network
California
$841K +$109K +1,934 +15%
RPCA
97
Running Point Capital Advisors
California
$820K +$820K +14,528 New
CAN
98
Cetera Advisor Networks
California
$764K -$3.16K -56 -0.4%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$757K +$45.9K +814 +6%
CPSC
100
Carl P. Sherr & Co
Massachusetts
$745K +$9.88K +175 +1%
2 3
4
5 6