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iShares California Muni Bond ETF
CMF

Overview Fund Activity

205 hedge funds and large institutions have $1.58B invested in iShares California Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
–
Holders Change %
0%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
15
Increased
100
Reduced
50
Closed
14
Calls
–
Puts
$682K
Net Calls
-$682K
Net Calls Change
-$940K

Top Buyers

1
FWI
Facet Wealth Inc
Maryland
$15.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.8M
3
FFA
First Foundation Advisors
California
$19.1M
4
CSIA
Charles Schwab Investment Advisory
California
$521M
5
PCIA
Prime Capital Investment Advisors
Kansas
$7.7M

Top Sellers

1
EWA
EP Wealth Advisors
California
$13.1M
2
Renaissance Technologies
Renaissance Technologies
New York
$2.03M
3
MMA
Miracle Mile Advisors
California
$23.8M
4
AWS
Atria Wealth Solutions
New York
$0
5
Jane Street
Jane Street
New York
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$2.09M +$1.28M +22,506 +158%
Renaissance Technologies
77
Renaissance Technologies
New York
$2.03M -$6.19M -108,800 -75%
RPCA
78
Running Point Capital Advisors
California
$2.01M – – –
WIM
79
Westside Investment Management
California
$2.01M +$359K +6,300 +22%
BCI
80
Brinker Capital Investments
Pennsylvania
$2M +$859K +15,084 +75%
OPS
81
Orion Portfolio Solutions
Nebraska
$2M +$859K +15,084 +75%
CAG
82
Curtis Advisory Group
California
$2M +$268K +4,701 +15%
TW
83
Towerpoint Wealth
California
$1.97M -$534K -9,368 -21%
Cerity Partners
84
Cerity Partners
New York
$1.89M +$570K +10,010 +43%
LCM
85
Leisure Capital Management
California
$1.84M -$159K -2,788 -8%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.78M +$904K +15,867 +103%
EWM
87
Empirical Wealth Management
Washington
$1.76M -$73.9K -1,298 -4%
CWM
88
Certus Wealth Management
California
$1.73M +$1.73M +30,403 New
SIAG
89
Safeguard Investment Advisory Group
California
$1.66M -$230K -4,038 -12%
RF
90
RHS Financial
California
$1.59M -$147K -2,574 -8%
Empower Advisory Group
91
Empower Advisory Group
Colorado
$1.58M +$125K +2,201 +9%
MWM
92
McNaughton Wealth Management
California
$1.56M +$73.3K +1,287 +5%
SI
93
SimpliFi Inc
California
$1.52M +$584K +10,263 +63%
JSW
94
Journey Strategic Wealth
New Jersey
$1.5M -$67.8K -1,191 -4%
CIA
95
Caerus Investment Advisors
Texas
$1.5M – – –
BCM
96
Boltwood Capital Management
California
$1.36M -$99.7K -1,750 -7%
MML Investors Services
97
MML Investors Services
Massachusetts
$1.35M +$654K +11,489 +94%
HWA
98
HCR Wealth Advisors
California
$1.33M -$25.6K -450 -2%
Wealthfront Advisers
99
Wealthfront Advisers
California
$1.33M +$90.4K +1,588 +7%
AAS
100
Avantax Advisory Services
Texas
$1.24M +$19.2K +338 +2%
2 3
4
5 6