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iShares California Muni Bond ETF
CMF

Overview Fund Activity

188 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
Mariner
2
Mariner
Kansas
$10.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.7M
4
SC
4
Slow Capital
California
$22.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.33M
2
MWM
2
Mission Wealth Management
California
$47.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$2.28M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$404K +$148K +2,385 +58%
TWM
127
Titus Wealth Management
California
$400K +$745 +12 +0.2%
WLIM
128
White Lighthouse Investment Management
Massachusetts
$398K – – –
RJFSA
129
Raymond James Financial Services Advisors
Florida
$397K – – –
CT
130
Columbia Trust
Oregon
$391K -$59K -950 -13%
WCWM
131
Willow Creek Wealth Management
California
$382K – – –
KAS
132
Kestra Advisory Services
Texas
$351K -$34.2K -550 -9%
SAMC
133
Spectrum Asset Management (California)
California
$351K – – –
GBT
134
Grove Bank & Trust
Florida
$348K – – –
MPM
135
Meritage Portfolio Management
Kansas
$345K – – –
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$342K +$931 +15 +0.3%
FCH
137
Freestone Capital Holdings
Washington
$337K +$337K +5,424 New
CAM
138
Caprin Asset Management
Virginia
$323K – – –
BRWM
139
B. Riley Wealth Management
Tennessee
$323K +$323K +5,204 New
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$310K – – –
CA
141
Calton & Associates
Florida
$299K +$124 +2 +0%
SCG
142
Sonata Capital Group
Washington
$287K – – –
PWLP
143
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
GAM
144
Gould Asset Management
California
$271K -$16.4K -265 -6%
EH
145
Equitable Holdings
New York
$270K +$270K +4,348 New
TSS
146
Two Sigma Securities
New York
$263K +$263K +4,236 New
EWM
147
EPG Wealth Management
Georgia
$262K +$932 +15 +0.4%
Citigroup
148
Citigroup
New York
$256K -$1.24M -19,932 -83%
JIC
149
Joel Isaacson & Co
New York
$256K – – –
MCCP
150
Mission Creek Capital Partners
California
$248K – – –
4 5
6
7 8