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iShares California Muni Bond ETF
CMF

Overview Fund Activity

219 hedge funds and large institutions have $1.6B invested in iShares California Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
94
Reduced
57
Closed
13
Calls
–
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$9K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$112M
2
UBS Group
2
UBS Group
Switzerland
$43.5M
3
EWA
3
EP Wealth Advisors
California
$23.8M
4
Jane Street
4
Jane Street
New York
$27.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$406M
2
FCG
2
Financial Connections Group
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.9M
4
SC
4
Slow Capital
California
$24.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$2.56M +$2.56M +46,639 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$2.52M +$810K +14,773 +47%
ECM
78
Evergreen Capital Management
Washington
$2.52M – – –
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$2.33M +$2.33M +42,455 New
PCWA
80
Pacific Capital Wealth Advisors
California
$2.32M -$242K -4,421 -9%
DC
81
DeDora Capital
California
$2.27M +$185K +3,366 +9%
WIM
82
Westside Investment Management
California
$2.06M +$122K +2,220 +6%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$1.97M -$42.1K -768 -2%
MML Investors Services
84
MML Investors Services
Massachusetts
$1.95M +$647K +11,794 +50%
CAG
85
Curtis Advisory Group
California
$1.94M +$16.6K +303 +0.9%
JSW
86
Journey Strategic Wealth
New Jersey
$1.94M +$488K +8,891 +34%
RPCA
87
Running Point Capital Advisors
California
$1.88M -$61.5K -1,121 -3%
LCM
88
Leisure Capital Management
California
$1.69M -$81.9K -1,493 -5%
TW
89
Towerpoint Wealth
California
$1.63M -$266K -4,846 -14%
SIAG
90
Safeguard Investment Advisory Group
California
$1.52M -$76.5K -1,395 -5%
Empower Advisory Group
91
Empower Advisory Group
Colorado
$1.5M -$23.2K -423 -2%
MWM
92
McNaughton Wealth Management
California
$1.48M -$24.4K -445 -2%
SI
93
SimpliFi Inc
California
$1.47M +$8.56K +156 +0.6%
BCM
94
Boltwood Capital Management
California
$1.42M +$114K +2,075 +9%
CAM
95
Clark Asset Management
New Hampshire
$1.42M -$1.92M -35,096 -58%
EWM
96
Empirical Wealth Management
Washington
$1.39M -$303K -5,518 -18%
RF
97
RHS Financial
California
$1.38M -$152K -2,780 -10%
Stifel Financial
98
Stifel Financial
Missouri
$1.25M +$75.2K +1,371 +6%
BCI
99
Brinker Capital Investments
Pennsylvania
$1.2M -$729K -13,301 -38%
OPS
100
Orion Portfolio Solutions
Nebraska
$1.2M -$729K -13,301 -38%
2 3
4
5 6