CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

187 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
80
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
SC
2
Slow Capital
California
$14.9M
3
Jane Street
3
Jane Street
New York
$18.4M
4
BCM
4
Brookstone Capital Management
Illinois
$4.43M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AssetMark Inc
3
AssetMark Inc
California
$767K
4
MMA
4
Miracle Mile Advisors
California
$27.5M
5
EWA
5
EP Wealth Advisors
California
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
Perigon Wealth Management
California
$248K +$939 +15 +0.4%
OWA
152
One Wealth Advisors
California
$236K – – –
GAM
153
Gemmer Asset Management
California
$234K +$168K +2,674 +253%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$231K +$12.8K +205 +6%
22CM
155
20/20 Capital Management
California
$229K – – –
Lido Advisors
156
Lido Advisors
California
$225K – – –
PAG
157
Private Advisor Group
New Jersey
$223K – – –
HAS
158
HBW Advisory Services
California
$221K -$102K -1,634 -32%
TFS
159
TrustCore Financial Services
Tennessee
$220K +$220K +3,512 New
AIP
160
Ameritas Investment Partners
Nebraska
$209K +$14.7K +235 +8%
CAG
161
Crestwood Advisors Group
Massachusetts
$205K – – –
PFO
162
Pathstone Family Office
New Jersey
$205K – – –
AM
163
Atwater Malick
Pennsylvania
$205K – – –
DCM
164
Dimension Capital Management
Florida
$204K – – –
MM
165
Main Management
California
$189K – – –
SB
166
Strategic Blueprint
Georgia
$164K +$164K +2,619 New
BFO
167
Biltmore Family Office
North Carolina
$138K – – –
US Bancorp
168
US Bancorp
Minnesota
$126K – – –
JWBC
169
John W. Brooker & Co
California
$120K +$120K +1,923 New
GRP
170
Global Retirement Partners
California
$119K – – –
NFG
171
Next Financial Group
Texas
$83K +$6.29K +100 +8%
WTC
172
WhitTier Trust Company
Nevada
$79K – – –
APA
173
American Portfolios Advisors
New York
$75.7K +$313 +5 +0.4%
FFA
174
Founders Financial Alliance
North Carolina
$62K – – –
CAL
175
Capital Analysts LLC
Pennsylvania
$56K +$249 +4 +0.4%
4 5 6
7
8