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iShares California Muni Bond ETF
CMF

Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in iShares California Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
23
Increased
70
Reduced
58
Closed
17
Calls
$369K
Puts
$933K
Net Calls
-$564K
Net Calls Change
-$231K

Top Buyers

1
BC
1
Brio Consultants
California
$24.3M
2
B
2
Bailard
California
$22.3M
3
FTUS
3
Flow Traders U.S.
New York
$14.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.2M
5
WP
5
WealthSource Partners
California
$14.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
LCM
3
Leisure Capital Management
California
$333K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
151
Columbia Trust
Oregon
$252K – – –
SCG
152
Sonata Capital Group
Washington
$251K – – –
PWLP
153
Prio Wealth Limited Partnership
Massachusetts
$249K – – –
EA
154
Eclectic Associates
California
$247K – – –
CG
155
Colony Group
Massachusetts
$233K – – –
IA
156
IFP Advisors
Florida
$233K +$1.05K +18 +0.5%
EWM
157
EPG Wealth Management
Georgia
$233K +$1.09K +20 +0.5%
Citadel Advisors
158
Citadel Advisors
Florida
$233K +$233K +4,293 New
OC
159
Oppenheimer & Co
New York
$230K +$230K +4,234 New
VCP
160
Verus Capital Partners
Arizona
$222K -$34.5K -638 -13%
MCCP
161
Mission Creek Capital Partners
California
$217K – – –
WTC
162
WhitTier Trust Company
Nevada
$217K +$217K +4,000 New
SL
163
Sentinus LLC
Illinois
$217K +$217K +4,000 New
WIC
164
Whitegate Investment Counselors
New Hampshire
$214K – – –
EH
165
Equitable Holdings
New York
$211K -$2.55K -47 -1%
BCPWM
166
Bradley & Co Private Wealth Management
Florida
$208K – – –
FFM
167
Forum Financial Management
Illinois
$206K – – –
MPW
168
MGO Private Wealth
California
$205K +$205K +3,790 New
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$204K +$922 +17 +0.5%
HCA
170
Harbour Capital Advisors
Virginia
$203K +$203K +3,700 New
TFS
171
TrustCore Financial Services
Tennessee
$194K +$326 +6 +0.2%
AIP
172
Ameritas Investment Partners
Nebraska
$174K -$2.92K -54 -2%
MM
173
Main Management
California
$163K – – –
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$155K – – –
CPA
175
Cardiff Park Advisors
California
$152K +$704 +13 +0.5%
5 6
7
8 9