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iShares California Muni Bond ETF
CMF

Overview Fund Activity

188 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
Mariner
2
Mariner
Kansas
$10.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.7M
4
SC
4
Slow Capital
California
$22.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.33M
2
MWM
2
Mission Wealth Management
California
$47.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$2.28M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
Perigon Wealth Management
California
$247K +$870 +14 +0.4%
FAIM
152
Financial Advocates Investment Management
Washington
$236K -$19.9K -321 -8%
HAS
153
HBW Advisory Services
California
$234K +$15K +241 +7%
OWA
154
One Wealth Advisors
California
$233K -$372 -6 -0.2%
GAM
155
Gemmer Asset Management
California
$232K +$682 +11 +0.3%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$230K +$807 +13 +0.4%
TFS
157
TrustCore Financial Services
Tennessee
$219K +$808 +13 +0.4%
GSWM
158
Golden State Wealth Management
California
$212K +$212K +3,422 New
AIP
159
Ameritas Investment Partners
Nebraska
$208K +$1.48K +24 +0.7%
Lido Advisors
160
Lido Advisors
California
$205K -$17.2K -279 -8%
CAG
161
Crestwood Advisors Group
Massachusetts
$204K – – –
PFO
162
Pathstone Family Office
New Jersey
$203K – – –
AM
163
Atwater Malick
Pennsylvania
$203K – – –
DCM
164
Dimension Capital Management
Florida
$202K – – –
MM
165
Main Management
California
$187K – – –
US Bancorp
166
US Bancorp
Minnesota
$125K – – –
JWBC
167
John W. Brooker & Co
California
$119K – – –
GRP
168
Global Retirement Partners
California
$118K – – –
NFG
169
Next Financial Group
Texas
$101K +$18.7K +300 +23%
GPA
170
Guidance Point Advisors
Massachusetts
$100K +$100K +1,626 New
WTC
171
WhitTier Trust Company
Nevada
$79K – – –
APA
172
American Portfolios Advisors
New York
$75.3K +$310 +5 +0.4%
FFA
173
Founders Financial Alliance
North Carolina
$62K – – –
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$50K +$186 +3 +0.4%
PO
175
Private Ocean
California
$48K – – –
4 5 6
7
8