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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 %
PAM
101
Private Asset Management
California
$754K +$380K +7,000 +101%
GAM
102
Gould Asset Management
California
$739K +$115K +2,125 +18%
CAN
103
Cetera Advisor Networks
California
$736K +$1.9K +35 +0.3%
FMN
104
Financial Management Network
California
$733K -$84.5K -1,539 -10%
KW
105
KWB Wealth
California
$732K +$732K +13,505 New
CPSC
106
Carl P. Sherr & Co
Massachusetts
$724K +$8.13K +150 +1%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$720K -$7.37K -136 -1%
OCM
108
One Capital Management
California
$703K +$492K +9,080 +233%
FCIM
109
Fairview Capital Investment Management
California
$692K -$836K -15,425 -55%
VA
110
Valmark Advisers
Ohio
$684K – – –
KWM
111
Kingsview Wealth Management
Oregon
$678K -$1.68K -31 -0.2%
Fisher Asset Management
112
Fisher Asset Management
Washington
$632K -$249K -4,597 -28%
ERIM
113
Eagle Ridge Investment Management
Connecticut
$605K +$200K +3,693 +50%
LPP
114
Life Planning Partners
Florida
$601K +$601K +11,087 New
VPIM
115
Vanguard Personalized Indexing Management
California
$601K +$40.3K +743 +7%
MWM
116
Merriman Wealth Management
Washington
$589K +$589K +10,854 New
Goldman Sachs
117
Goldman Sachs
New York
$574K -$467K -8,609 -45%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$548K -$47K -867 -8%
Cerity Partners
119
Cerity Partners
New York
$493K – – –
BRWA
120
B. Riley Wealth Advisors
Florida
$491K -$5.92K -109 -1%
PCTC
121
Perkins Coie Trust Company
Washington
$488K – – –
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$474K -$7.86K -145 -2%
MFWM
123
Motley Fool Wealth Management
Virginia
$474K +$474K +8,738 New
MFG
124
Merit Financial Group
Georgia
$455K -$62K -1,144 -12%
MCM
125
Mattern Capital Management
Colorado
$443K +$443K +8,165 New
3 4
5
6 7