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iShares California Muni Bond ETF
CMF

Overview Fund Activity

219 hedge funds and large institutions have $1.6B invested in iShares California Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
94
Reduced
57
Closed
13
Calls
–
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$9K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$112M
2
UBS Group
UBS Group
Switzerland
$43.5M
3
EWA
EP Wealth Advisors
California
$23.8M
4
Jane Street
Jane Street
New York
$27.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.8M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$406M
2
FCG
Financial Connections Group
California
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.9M
4
SC
Slow Capital
California
$24.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
151
Atlas Capital Advisors
Wyoming
$432K +$68.4K +1,247 +19%
WIC
152
Whitegate Investment Counselors
New Hampshire
$425K – – –
Lido Advisors
153
Lido Advisors
California
$405K +$49.5K +903 +14%
BJL
154
Brighton Jones LLC
Washington
$394K +$110 +2 +0%
SCM
155
Stordahl Capital Management
Colorado
$393K +$393K +7,162 New
TDWM
156
Topel & Distasi Wealth Management
California
$391K +$7.79K +142 +2%
HWM
157
HB Wealth Management
Georgia
$388K – – –
PCTC
158
Perkins Coie Trust Company
Washington
$385K – – –
CSIC
159
Clifford Swan Investment Counsel
California
$384K – – –
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$371K +$1.15K +21 +0.3%
CTWM
161
Cherry Tree Wealth Management
Minnesota
$366K – – –
GAM
162
Gemmer Asset Management
California
$362K +$1.92K +35 +0.5%
ERIM
163
Eagle Ridge Investment Management
Connecticut
$361K -$244K -4,443 -40%
NA
164
NewEdge Advisors
Louisiana
$360K +$2.08K +38 +0.6%
WS
165
Wedbush Securities
California
$358K – – –
DIA
166
Davidson Investment Advisors
Montana
$343K +$23.5K +429 +7%
PF
167
Prosperitas Financial
California
$339K +$339K +6,186 New
VST
168
Van Strum & Towne
California
$335K – – –
FWP
169
Falcon Wealth Planning
California
$319K -$45.1K -823 -12%
PTC
170
Private Trust Company
Ohio
$312K +$439 +8 +0.1%
OC
171
Oppenheimer & Co
New York
$303K – – –
KCM
172
KM Capital Management
Texas
$297K +$6.64K +121 +2%
KAS
173
Kestra Advisory Services
Texas
$294K -$31.5K -574 -10%
WW
174
Westshore Wealth
California
$292K +$2.96K +54 +1%
EA
175
Eclectic Associates
California
$282K -$44.1K -805 -14%
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7
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