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iShares California Muni Bond ETF
CMF

Overview Fund Activity

205 hedge funds and large institutions have $1.58B invested in iShares California Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
–
Holders Change %
0%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
15
Increased
100
Reduced
50
Closed
14
Calls
–
Puts
$682K
Net Calls
-$682K
Net Calls Change
-$940K

Top Buyers

1
FWI
Facet Wealth Inc
Maryland
$15.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.8M
3
FFA
First Foundation Advisors
California
$19.1M
4
CSIA
Charles Schwab Investment Advisory
California
$521M
5
PCIA
Prime Capital Investment Advisors
Kansas
$7.7M

Top Sellers

1
EWA
EP Wealth Advisors
California
$13.1M
2
Renaissance Technologies
Renaissance Technologies
New York
$2.03M
3
MMA
Miracle Mile Advisors
California
$23.8M
4
AWS
Atria Wealth Solutions
New York
$0
5
Jane Street
Jane Street
New York
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
126
One Capital Management
California
$734K – – –
OIA
127
OneDigital Investment Advisors
Kansas
$655K +$3.08K +54 +0.5%
CCM
128
Coldstream Capital Management
Washington
$644K -$69.4K -1,219 -10%
ERIM
129
Eagle Ridge Investment Management
Connecticut
$628K – – –
KWM
130
Kingsview Wealth Management
Oregon
$624K -$28.5K -501 -4%
Fisher Asset Management
131
Fisher Asset Management
Washington
$588K +$48.1K +845 +9%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$579K -$156K -2,744 -21%
Goldman Sachs
133
Goldman Sachs
New York
$557K -$16.3K -287 -3%
NCM
134
Neumann Capital Management
California
$548K +$548K +9,620 New
MCM
135
Mattern Capital Management
Colorado
$527K +$61.1K +1,073 +13%
FMTC
136
Farmers & Merchants Trust Company
California
$487K +$28.9K +507 +6%
ACI
137
Alpha Cubed Investments
California
$483K – – –
WWP
138
Waypoint Wealth Partners
California
$466K – – –
IC
139
IEQ Capital
California
$453K +$453K +7,963 New
BA
140
Bristlecone Advisors
Washington
$449K +$60.7K +1,066 +16%
WIC
141
Whitegate Investment Counselors
New Hampshire
$441K – – –
BJL
142
Brighton Jones LLC
Washington
$409K +$114 +2 +0%
HWM
143
HB Wealth Management
Georgia
$403K – – –
PCTC
144
Perkins Coie Trust Company
Washington
$400K – – –
CSIC
145
Clifford Swan Investment Counsel
California
$399K +$25.6K +450 +7%
TDWM
146
Topel & Distasi Wealth Management
California
$398K – – –
HPWA
147
Hall Private Wealth Advisors
North Carolina
$385K – – –
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$384K -$130K -2,277 -25%
CTWM
149
Cherry Tree Wealth Management
Minnesota
$380K +$380K +6,669 New
FWP
150
Falcon Wealth Planning
California
$379K -$40.7K -715 -10%
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