CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

187 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
80
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
SC
2
Slow Capital
California
$14.9M
3
Jane Street
3
Jane Street
New York
$18.4M
4
BCM
4
Brookstone Capital Management
Illinois
$4.43M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AssetMark Inc
3
AssetMark Inc
California
$767K
4
MMA
4
Miracle Mile Advisors
California
$27.5M
5
EWA
5
EP Wealth Advisors
California
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
126
55I LLC
Massachusetts
$410K +$179K +2,862 +78%
TWM
127
Titus Wealth Management
California
$403K +$814 +13 +0.2%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$401K – – –
WLIM
129
White Lighthouse Investment Management
Massachusetts
$401K +$401K +6,409 New
KAS
130
Kestra Advisory Services
Texas
$388K -$56.1K -897 -13%
WCWM
131
Willow Creek Wealth Management
California
$386K +$25.1K +400 +7%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$364K +$364K +5,813 New
SAMC
133
Spectrum Asset Management (California)
California
$354K – – –
GBT
134
Grove Bank & Trust
Florida
$351K +$100K +1,601 +40%
MPM
135
Meritage Portfolio Management
Kansas
$348K – – –
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$344K +$939 +15 +0.3%
CAM
137
Caprin Asset Management
Virginia
$326K -$20.7K -330 -6%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$313K – – –
MCM
139
Mattern Capital Management
Colorado
$305K – – –
CA
140
Calton & Associates
Florida
$302K +$63 +1 +0%
SCG
141
Sonata Capital Group
Washington
$290K – – –
GAM
142
Gould Asset Management
California
$290K +$75.7K +1,210 +35%
PWLP
143
Prio Wealth Limited Partnership
Massachusetts
$288K – – –
AWA
144
Arkadios Wealth Advisors
Georgia
$263K +$1.06K +17 +0.4%
EWM
145
EPG Wealth Management
Georgia
$263K +$263K +4,203 New
FAIM
146
Financial Advocates Investment Management
Washington
$259K +$502 +8 +0.2%
DADC
147
D.A. Davidson & Co
Montana
$258K -$123K -1,974 -32%
JIC
148
Joel Isaacson & Co
New York
$258K +$258K +4,126 New
CIG
149
Cairn Investment Group
Washington
$251K +$251K +4,012 New
MCCP
150
Mission Creek Capital Partners
California
$250K – – –
4 5
6
7 8