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iShares California Muni Bond ETF
CMF

Overview Fund Activity

181 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
68
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$267M
2
EWA
EP Wealth Advisors
California
$19.1M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Citadel Advisors
Citadel Advisors
Florida
$5.86M
5
OWM
Opes Wealth Management
California
$6.06M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
FI
FormulaFolio Investments
Michigan
$0
3
FFA
First Foundation Advisors
California
$7.33M
4
PIM
Parker Investment Management
California
$0
5
AWA
Aaron Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Caprin Asset Management
Virginia
$344K +$33.8K +544 +11%
MAFM
127
Mid Atlantic Financial Management
Pennsylvania
$341K +$684 +11 +0.2%
RJA
128
Raymond James & Associates
Florida
$321K -$19.1K -308 -6%
HAS
129
HBW Advisory Services
California
$321K +$62 +1 +0%
SWP
130
Stratos Wealth Partners
Ohio
$312K +$312K +5,019 New
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$311K -$380K -6,102 -55%
MCM
132
Mattern Capital Management
Colorado
$302K – – –
CA
133
Calton & Associates
Florida
$300K +$124 +2 +0%
SCG
134
Sonata Capital Group
Washington
$288K – – –
PWLP
135
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
AWA
136
Arkadios Wealth Advisors
Georgia
$260K +$260K +4,185 New
FAIM
137
Financial Advocates Investment Management
Washington
$255K -$69K -1,115 -21%
GBT
138
Grove Bank & Trust
Florida
$249K – – –
MCCP
139
Mission Creek Capital Partners
California
$248K – – –
PWM
140
Perigon Wealth Management
California
$245K +$191K +3,073 +352%
OWA
141
One Wealth Advisors
California
$234K -$75.4K -1,213 -24%
5L
142
55I LLC
Massachusetts
$229K +$229K +3,688 New
QAM
143
QCI Asset Management
New York
$229K +$229K +3,693 New
22CM
144
20/20 Capital Management
California
$227K – – –
Lido Advisors
145
Lido Advisors
California
$223K -$98.4K -1,587 -31%
AIC
146
Ameritas Investment Company
Nebraska
$222K +$222K +3,580 New
PAG
147
Private Advisor Group
New Jersey
$220K +$220K +3,546 New
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$217K -$9.28K -149 -4%
VIM
149
Vista Investment Management
Pennsylvania
$214K – – –
GAM
150
Gould Asset Management
California
$213K +$213K +3,425 New
4 5
6
7 8