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iShares California Muni Bond ETF
CMF

Overview Fund Activity

204 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+16
Holders Change %
+8.51%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
$38.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$44.5M
3
Jane Street
Jane Street
New York
$17.5M
4
MWM
Mission Wealth Management
California
$54.8M
5
CSIA
Charles Schwab Investment Advisory
California
$375M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$13.5M
2
BCM
Brookstone Capital Management
Illinois
$0
3
Barclays
Barclays
United Kingdom
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$71K
5
MIAN
Mariner Independent Advisor Network
Kansas
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
101
Falcon Wealth Planning
California
$709K -$44.7K -717 -6%
FCG
102
Financial Connections Group
California
$705K +$705K +11,318 New
AAS
103
Avantax Advisory Services
Texas
$688K – – –
Stifel Financial
104
Stifel Financial
Missouri
$667K +$9.91K +159 +2%
EWM
105
Empirical Wealth Management
Washington
$656K +$57.3K +920 +10%
GWS
106
Glassman Wealth Services
Virginia
$651K +$651K +10,446 New
BPA
107
Beacon Pointe Advisors
California
$638K +$638K +10,236 New
KWM
108
Kingsview Wealth Management
Oregon
$632K -$52.7K -846 -8%
CL
109
Choreo LLC
Illinois
$603K +$3.12K +50 +0.5%
PCTC
110
Perkins Coie Trust Company
Washington
$561K – – –
EHPM
111
Emery Howard Portfolio Management
California
$554K +$2.87K +46 +0.5%
ACA
112
Affinity Capital Advisors
California
$545K +$28.8K +462 +6%
WS
113
Wedbush Securities
California
$542K – – –
NL
114
NWAM LLC
Washington
$517K -$242K -3,878 -32%
I
115
IMPACTfolio
Colorado
$516K +$516K +8,279 New
TDWM
116
Topel & Distasi Wealth Management
California
$510K +$510K +8,177 New
SWP
117
Stratos Wealth Partners
Ohio
$507K +$507K +8,126 New
FC
118
FCA Corp
Texas
$499K -$46.1K -740 -8%
CIA
119
Caerus Investment Advisors
Texas
$499K +$499K +8,000 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$499K +$499K +8,004 New
RI
121
Rinkey Investments
California
$483K +$483K +7,837 New
LGWM
122
Litman Gregory Wealth Management
California
$482K -$123K -1,977 -20%
RFA
123
Reilly Financial Advisors
California
$480K +$10.7K +172 +2%
VPIM
124
Vanguard Personalized Indexing Management
California
$472K – – –
ERIM
125
Eagle Ridge Investment Management
Connecticut
$457K +$1.25K +20 +0.3%
3 4
5
6 7