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iShares California Muni Bond ETF
CMF

Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in iShares California Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
23
Increased
70
Reduced
58
Closed
17
Calls
$369K
Puts
$933K
Net Calls
-$564K
Net Calls Change
-$231K

Top Buyers

1
BC
1
Brio Consultants
California
$24.3M
2
B
2
Bailard
California
$22.3M
3
FTUS
3
Flow Traders U.S.
New York
$14.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.2M
5
WP
5
WealthSource Partners
California
$14.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
LCM
3
Leisure Capital Management
California
$333K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$435K -$525K -9,672 -55%
NL
127
NWAM LLC
Washington
$421K -$2.82K -52 -0.7%
FWP
128
Falcon Wealth Planning
California
$408K -$2.93K -54 -0.7%
FC
129
FCA Corp
Texas
$398K -$20.9K -386 -5%
TIAM2
130
Tru Independence Asset Management 2
Oregon
$393K – – –
HWM
131
HB Wealth Management
Georgia
$384K – – –
BJL
132
Brighton Jones LLC
Washington
$372K – – –
CSIC
133
Clifford Swan Investment Counsel
California
$368K – – –
HPWA
134
Hall Private Wealth Advisors
North Carolina
$367K +$367K +6,765 New
WS
135
Wedbush Securities
California
$354K -$108K -2,000 -23%
NLP
136
Next Level Private
New York
$354K +$354K +6,445 New
GAM
137
Gemmer Asset Management
California
$351K +$1.41K +26 +0.4%
ACA
138
Atlas Capital Advisors
Wyoming
$348K +$348K +6,425 New
Wealthfront Advisers
139
Wealthfront Advisers
California
$335K +$122K +2,253 +57%
LCM
140
Leisure Capital Management
California
$333K -$24M -442,280 -99%
BA
141
Bristlecone Advisors
Washington
$324K -$64.7K -1,194 -17%
WCG
142
Weaver Consulting Group
California
$304K -$37.5K -690 -11%
MPM
143
Meritage Portfolio Management
Kansas
$301K – – –
PTC
144
Private Trust Company
Ohio
$287K +$379 +7 +0.1%
GWS
145
Glassman Wealth Services
Virginia
$283K – – –
CCG
146
Coastwise Capital Group
California
$277K – – –
KAS
147
Kestra Advisory Services
Texas
$271K -$33.6K -621 -11%
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$271K – – –
CAM
149
Caprin Asset Management
Virginia
$268K -$14.3K -263 -5%
Citigroup
150
Citigroup
New York
$264K +$58.3K +1,073 +28%
4 5
6
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