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iShares California Muni Bond ETF
CMF

Overview Fund Activity

219 hedge funds and large institutions have $1.6B invested in iShares California Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
94
Reduced
57
Closed
13
Calls
–
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$9K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$112M
2
UBS Group
UBS Group
Switzerland
$43.5M
3
EWA
EP Wealth Advisors
California
$23.8M
4
Jane Street
Jane Street
New York
$27.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.8M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$406M
2
FCG
Financial Connections Group
California
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.9M
4
SC
Slow Capital
California
$24.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
Integris Wealth Management
California
$735K – – –
SWRP
127
Summit Wealth & Retirement Planning
California
$727K – – –
CW
128
CreativeOne Wealth
Kansas
$711K -$31.1K -567 -4%
OCM
129
One Capital Management
California
$706K – – –
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$666K +$108K +1,975 +19%
OIA
131
OneDigital Investment Advisors
Kansas
$634K +$2.96K +54 +0.5%
AAS
132
Avantax Advisory Services
Texas
$628K -$564K -10,285 -47%
IAG
133
Investment Advisory Group
Massachusetts
$625K +$625K +11,400 New
KWM
134
Kingsview Wealth Management
Oregon
$601K – – –
MCM
135
Mattern Capital Management
Colorado
$592K +$84.9K +1,548 +17%
Goldman Sachs
136
Goldman Sachs
New York
$570K +$34.1K +621 +6%
MFWM
137
Motley Fool Wealth Management
Virginia
$569K +$569K +10,513 New
MPCL
138
My Personal CFO LLC
Washington
$548K +$548K +10,000 New
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$548K +$548K +9,999 New
Fisher Asset Management
140
Fisher Asset Management
Washington
$543K -$22.4K -409 -4%
NCM
141
Neumann Capital Management
California
$528K – – –
SFFS
142
Stonehage Fleming Financial Services
Jersey
$518K +$518K +9,473 New
BA
143
Bristlecone Advisors
Washington
$509K +$76.8K +1,400 +18%
Comerica Bank
144
Comerica Bank
Texas
$487K +$487K +8,885 New
AP
145
Adero Partners
California
$470K +$470K +8,572 New
ACI
146
Alpha Cubed Investments
California
$465K – – –
HPWA
147
Hall Private Wealth Advisors
North Carolina
$461K +$89.8K +1,637 +24%
CCM
148
Coldstream Capital Management
Washington
$455K -$165K -3,000 -27%
WWP
149
Waypoint Wealth Partners
California
$449K – – –
IC
150
IEQ Capital
California
$434K -$3.13K -57 -0.7%
4 5
6
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