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iShares California Muni Bond ETF
CMF

Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in iShares California Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
23
Increased
70
Reduced
58
Closed
17
Calls
$369K
Puts
$933K
Net Calls
-$564K
Net Calls Change
-$231K

Top Buyers

1
BC
1
Brio Consultants
California
$24.3M
2
B
2
Bailard
California
$22.3M
3
FTUS
3
Flow Traders U.S.
New York
$14.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.2M
5
WP
5
WealthSource Partners
California
$14.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
LCM
3
Leisure Capital Management
California
$333K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$1.33M -$346K -6,379 -21%
DWM
77
Destination Wealth Management
California
$1.28M – – –
PS
78
Portfolio Solutions
Michigan
$1.28M +$41K +756 +3%
Principal Financial Group
79
Principal Financial Group
Iowa
$1.27M – – –
RI
80
Rinkey Investments
California
$1.25M +$861K +15,600 +221%
HWA
81
HCR Wealth Advisors
California
$1.22M -$9.76K -180 -0.8%
PCA
82
Personal Capital Advisors
California
$1.15M +$37.7K +695 +3%
BlackRock
83
BlackRock
New York
$1.13M -$71.8K -1,324 -6%
TCPWM
84
Traverso Chambers Private Wealth Management
California
$1.11M – – –
AAS
85
Avantax Advisory Services
Texas
$1.08M +$506K +9,341 +88%
PW
86
Peninsula Wealth
California
$1.06M -$3.47K -64 -0.3%
CFC
87
Client First Capital
California
$1.02M – – –
VWA
88
VERITY Wealth Advisors
United States
$1.02M – – –
SWRP
89
Summit Wealth & Retirement Planning
California
$1.01M -$123K -2,259 -11%
VCM
90
Vivaldi Capital Management
Illinois
$992K -$235K -4,271 -19%
AC
91
Apella Capital
Connecticut
$981K -$15K -277 -2%
HighTower Advisors
92
HighTower Advisors
Illinois
$966K +$285K +5,280 +42%
WT
93
Whittier Trust
California
$964K – – –
TW
94
Towerpoint Wealth
California
$957K +$12.8K +237 +1%
ACI
95
Alpha Cubed Investments
California
$895K +$43.4K +800 +5%
AWS
96
AJ Wealth Strategies
New York
$819K – – –
OMC
97
Old Mission Capital
Illinois
$810K +$810K +14,941 New
PFS
98
Prospera Financial Services
Texas
$808K +$808K +14,900 New
BZWA
99
Blue Zone Wealth Advisors
California
$801K -$1.2M -22,110 -60%
VST
100
Van Strum & Towne
California
$765K -$136K -2,500 -15%
2 3
4
5 6