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iShares California Muni Bond ETF
CMF

Overview Fund Activity

181 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
68
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$267M
2
EWA
EP Wealth Advisors
California
$19.1M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Citadel Advisors
Citadel Advisors
Florida
$5.86M
5
OWM
Opes Wealth Management
California
$6.06M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
FI
FormulaFolio Investments
Michigan
$0
3
FFA
First Foundation Advisors
California
$7.33M
4
PIM
Parker Investment Management
California
$0
5
AWA
Aaron Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
151
Park Avenue Securities
New York
$206K – – –
TSS
152
Two Sigma Securities
New York
$206K +$206K +3,312 New
CAG
153
Crestwood Advisors Group
Massachusetts
$204K – – –
PFO
154
Pathstone Family Office
New Jersey
$203K – – –
AM
155
Atwater Malick
Pennsylvania
$203K – – –
DCM
156
Dimension Capital Management
Florida
$202K – – –
AIP
157
Ameritas Investment Partners
Nebraska
$192K +$1.42K +23 +0.7%
MM
158
Main Management
California
$187K – – –
EFSCE
159
Enterprise Financial Services Corp (EFSC)
Missouri
$174K – – –
BFO
160
Biltmore Family Office
North Carolina
$137K -$12.5K -200 -8%
US Bancorp
161
US Bancorp
Minnesota
$125K – – –
GRP
162
Global Retirement Partners
California
$118K -$18.1K -293 -13%
WTC
163
WhitTier Trust Company
Nevada
$79K – – –
NFG
164
Next Financial Group
Texas
$76K – – –
APA
165
American Portfolios Advisors
New York
$74.8K +$186 +3 +0.3%
GAM
166
Gemmer Asset Management
California
$66K -$5.74K -92 -8%
Barclays
167
Barclays
United Kingdom
$65K +$65K +1,040 New
SFS
168
Sowell Financial Services
Arkansas
$62K – – –
FFA
169
Founders Financial Alliance
North Carolina
$62K – – –
CAL
170
Capital Analysts LLC
Pennsylvania
$56K +$125 +2 +0.2%
PO
171
Private Ocean
California
$48K -$62 -1 -0.1%
EW
172
Evoke Wealth
California
$28K – – –
JPLA
173
Joseph P. Lucia & Associates
New York
$25K – – –
First Manhattan
174
First Manhattan
New York
$22K – – –
EWM
175
Elmwood Wealth Management
California
$21K +$21K +337 New
4 5 6
7
8