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

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$13.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.03M
3
MMA
3
Miracle Mile Advisors
California
$23.8M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Jane Street
5
Jane Street
New York
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$1.22M +$499K +8,770 +69%
TCPWM
102
Traverso Chambers Private Wealth Management
California
$1.2M +$19.8K +347 +2%
JBA
103
Johnson Bixby & Associates
Washington
$1.17M +$954K +16,753 +438%
GAM
104
Gould Asset Management
California
$1.15M -$43K -755 -4%
MWM
105
Merriman Wealth Management
Washington
$1.15M – – –
BSW
106
Buckingham Strategic Wealth
Missouri
$1.14M +$225K +3,954 +25%
PO
107
Private Ocean
California
$1.13M -$50.9K -894 -4%
VWA
108
VERITY Wealth Advisors
United States
$1.07M – – –
AC
109
Apella Capital
Connecticut
$1.07M +$1.07M +18,701 New
LCM
110
Liberty Capital Management
Michigan
$1.03M +$1.03M +18,075 New
CFC
111
Client First Capital
California
$1.01M – – –
PAM
112
Private Asset Management
California
$962K – – –
ME
113
McIlrath & Eck
Washington
$956K +$943K +16,567 +7,600%
PW
114
Peninsula Wealth
California
$908K +$110K +1,931 +14%
THL
115
Tillman Hartley LLC
Colorado
$907K +$203K +3,566 +29%
DWM
116
Destination Wealth Management
California
$881K +$209K +3,673 +31%
PPW
117
Parcion Private Wealth
Washington
$863K -$5.92K -104 -0.7%
VA
118
Valmark Advisers
Ohio
$804K +$85.4K +1,500 +12%
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$802K +$53.5K +939 +7%
CPSC
120
Carl P. Sherr & Co
Massachusetts
$779K +$54.4K +955 +8%
FMN
121
Financial Management Network
California
$773K +$307K +5,398 +66%
CW
122
CreativeOne Wealth
Kansas
$771K – – –
KW
123
KWB Wealth
California
$769K – – –
IWM
124
Integris Wealth Management
California
$763K – – –
SWRP
125
Summit Wealth & Retirement Planning
California
$755K – – –
3 4
5
6 7