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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 %
TCPWM
101
Traverso Chambers Private Wealth Management
California
$1.16M – – –
Wealthfront Advisers
102
Wealthfront Advisers
California
$1.14M -$142K -2,581 -11%
JBA
103
Johnson Bixby & Associates
Washington
$1.13M – – –
VAF
104
Values Added Financial
District of Columbia
$1.12M +$1.12M +20,420 New
HWA
105
HCR Wealth Advisors
California
$1.12M -$166K -3,026 -13%
GAM
106
Gould Asset Management
California
$1.1M -$7.68K -140 -0.7%
MWM
107
Merriman Wealth Management
Washington
$1.1M – – –
PO
108
Private Ocean
California
$1.09M – – –
PW
109
Peninsula Wealth
California
$1.07M +$202K +3,722 +23%
AC
110
Apella Capital
Connecticut
$1.04M +$16.3K +298 +2%
VWA
111
VERITY Wealth Advisors
United States
$1.03M – – –
DWM
112
Destination Wealth Management
California
$979K +$131K +2,380 +15%
BSW
113
Buckingham Strategic Wealth
Missouri
$979K -$117K -2,128 -11%
CFC
114
Client First Capital
California
$969K – – –
ME
115
McIlrath & Eck
Washington
$964K +$43.4K +792 +5%
PAM
116
Private Asset Management
California
$905K -$21.9K -400 -2%
THL
117
Tillman Hartley LLC
Colorado
$873K – – –
PPW
118
Parcion Private Wealth
Washington
$831K – – –
I
119
IMPACTfolio
Colorado
$818K +$818K +14,916 New
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$787K +$14.5K +265 +2%
NW
121
NewEdge Wealth
Pennsylvania
$780K +$780K +14,225 New
VA
122
Valmark Advisers
Ohio
$774K – – –
KW
123
KWB Wealth
California
$769K – – –
FMN
124
Financial Management Network
California
$751K +$10.3K +190 +1%
CPSC
125
Carl P. Sherr & Co
Massachusetts
$750K – – –
3 4
5
6 7