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iShares California Muni Bond ETF
CMF

Overview Fund Activity

192 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
63
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.3M
3
SC
3
Slow Capital
California
$31.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$7.63M
5
EWA
5
EP Wealth Advisors
California
$21.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$253M
2
MMA
2
Miracle Mile Advisors
California
$19.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
VCM
4
Vivaldi Capital Management
Illinois
$1.3M
5
PS
5
Portfolio Solutions
Michigan
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$735K +$145K +2,491 +25%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$733K -$21.8K -374 -3%
AAS
103
Avantax Advisory Services
Texas
$642K – – –
Stifel Financial
104
Stifel Financial
Missouri
$623K – – –
RJFSA
105
Raymond James Financial Services Advisors
Florida
$595K +$228K +3,918 +62%
CL
106
Choreo LLC
Illinois
$564K +$1.51K +26 +0.3%
DAS
107
Dynamic Advisor Solutions
Arizona
$560K +$182K +3,127 +48%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$541K +$331K +5,690 +158%
FWP
109
Falcon Wealth Planning
California
$536K -$125K -2,154 -19%
PCTC
110
Perkins Coie Trust Company
Washington
$524K – – –
MCM
111
Mattern Capital Management
Colorado
$517K +$146K +2,508 +39%
WS
112
Wedbush Securities
California
$506K – – –
GSWM
113
Golden State Wealth Management
California
$493K +$287K +4,940 +140%
BA
114
Bristlecone Advisors
Washington
$487K -$422K -7,266 -46%
NL
115
NWAM LLC
Washington
$486K +$3.49K +60 +0.7%
FC
116
FCA Corp
Texas
$466K – – –
VA
117
Valmark Advisers
Ohio
$457K +$457K +7,856 New
BC
118
Brio Consultants
California
$450K +$450K +7,735 New
GAM
119
Gould Asset Management
California
$427K +$106K +1,830 +33%
ERIM
120
Eagle Ridge Investment Management
Connecticut
$425K -$2.1K -36 -0.5%
TIAM2
121
Tru Independence Asset Management 2
Oregon
$422K – – –
PIA
122
Perennial Investment Advisors
California
$421K – – –
RI
123
Rinkey Investments
California
$417K -$24.1K -429 -5%
HWM
124
HB Wealth Management
Georgia
$412K +$412K +7,084 New
OPS
125
Orion Portfolio Solutions
Nebraska
$408K +$43.2K +743 +12%
3 4
5
6 7