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iShares California Muni Bond ETF
CMF

Overview Fund Activity

192 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
63
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$102M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$78.3M
3
SC
Slow Capital
California
$31.7M
4
SWP
Stratos Wealth Partners
Ohio
$7.63M
5
EWA
EP Wealth Advisors
California
$21.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$253M
2
MMA
Miracle Mile Advisors
California
$19.8M
3
Principal Financial Group
Principal Financial Group
Iowa
$0
4
VCM
Vivaldi Capital Management
Illinois
$1.3M
5
PS
Portfolio Solutions
Michigan
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
126
Brighton Jones LLC
Washington
$399K – – –
CSIC
127
Clifford Swan Investment Counsel
California
$394K – – –
BRWA
128
B. Riley Wealth Advisors
Florida
$393K -$2.75M -47,115 -87%
TWM
129
Titus Wealth Management
California
$376K +$465 +8 +0.1%
WCG
130
Weaver Consulting Group
California
$366K -$15.5K -267 -4%
FMTC
131
Farmers & Merchants Trust Company
California
$360K -$661K -11,370 -65%
WCWM
132
Willow Creek Wealth Management
California
$358K – – –
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$358K -$108K -1,857 -23%
TSS
134
Two Sigma Securities
New York
$357K +$357K +6,143 New
CW
135
CreativeOne Wealth
Kansas
$353K -$33.2K -570 -9%
KAS
136
Kestra Advisory Services
Texas
$340K +$233 +4 +0.1%
WC
137
Weil Company
California
$340K +$340K +5,850 New
SEI Investments
138
SEI Investments
Pennsylvania
$337K -$1.94M -33,276 -85%
GBT
139
Grove Bank & Trust
Florida
$326K – – –
MPM
140
Meritage Portfolio Management
Kansas
$323K – – –
GWS
141
Glassman Wealth Services
Virginia
$304K -$304K -5,223 -50%
CAM
142
Caprin Asset Management
Virginia
$303K – – –
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$291K – – –
TAM
144
Tocqueville Asset Management
New York
$291K +$291K +5,000 New
PAM
145
Private Asset Management
California
$285K -$524K -9,010 -65%
BRWM
146
B. Riley Wealth Management
Tennessee
$282K -$18.4K -316 -6%
DADC
147
D.A. Davidson & Co
Montana
$277K -$102K -1,752 -27%
SCG
148
Sonata Capital Group
Washington
$269K – – –
PWLP
149
Prio Wealth Limited Partnership
Massachusetts
$268K – – –
EA
150
Eclectic Associates
California
$265K – – –
4 5
6
7 8