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iShares California Muni Bond ETF
CMF

Overview Fund Activity

192 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
63
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$102M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$78.3M
3
SC
Slow Capital
California
$31.7M
4
SWP
Stratos Wealth Partners
Ohio
$7.63M
5
EWA
EP Wealth Advisors
California
$21.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$253M
2
MMA
Miracle Mile Advisors
California
$19.8M
3
Principal Financial Group
Principal Financial Group
Iowa
$0
4
VCM
Vivaldi Capital Management
Illinois
$1.3M
5
PS
Portfolio Solutions
Michigan
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
151
Verus Capital Partners
Arizona
$265K +$265K +4,737 New
CT
152
Columbia Trust
Oregon
$264K -$93.7K -1,650 -26%
PWM
153
Perigon Wealth Management
California
$252K +$18.3K +315 +8%
WLIM
154
White Lighthouse Investment Management
Massachusetts
$247K -$135K -2,326 -35%
EWM
155
EPG Wealth Management
Georgia
$247K +$697 +12 +0.3%
JIC
156
Joel Isaacson & Co
New York
$234K – – –
EH
157
Equitable Holdings
New York
$233K -$21.2K -364 -8%
MCCP
158
Mission Creek Capital Partners
California
$233K – – –
IA
159
IFP Advisors
Florida
$232K +$232K +3,968 New
FAIM
160
Financial Advocates Investment Management
Washington
$227K +$4.77K +82 +2%
VPIM
161
Vanguard Personalized Indexing Management
California
$224K -$218K -3,735 -49%
FFM
162
Forum Financial Management
Illinois
$221K – – –
HAS
163
HBW Advisory Services
California
$221K +$1.97K +34 +0.9%
5L
164
55I LLC
Massachusetts
$218K -$118K -2,032 -35%
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$217K +$524 +9 +0.2%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$215K +$168K +2,900 +360%
IWC
167
Integrated Wealth Concepts
Massachusetts
$213K -$87.5K -1,505 -29%
CA
168
Calton & Associates
Florida
$213K -$67.8K -1,166 -24%
TFS
169
TrustCore Financial Services
Tennessee
$207K +$583 +10 +0.3%
Cerity Partners
170
Cerity Partners
New York
$205K -$542K -9,317 -73%
AIP
171
Ameritas Investment Partners
Nebraska
$192K -$7.02K -121 -4%
MM
172
Main Management
California
$175K – – –
Citigroup
173
Citigroup
New York
$172K – – –
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$166K – – –
CPA
175
Cardiff Park Advisors
California
$162K +$466 +8 +0.3%
5 6
7
8 9