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iShares California Muni Bond ETF
CMF

Overview Fund Activity

181 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
68
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$267M
2
EWA
EP Wealth Advisors
California
$19.1M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Citadel Advisors
Citadel Advisors
Florida
$5.86M
5
OWM
Opes Wealth Management
California
$6.06M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
FI
FormulaFolio Investments
Michigan
$0
3
FFA
First Foundation Advisors
California
$7.33M
4
PIM
Parker Investment Management
California
$0
5
AWA
Aaron Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
176
Ellevest Inc
New York
$16K -$59.5K -955 -79%
AF
177
Allworth Financial
California
$12K – – –
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$12K +$12K +200 New
TCWM
179
Total Clarity Wealth Management
Illinois
$3K +$3K +41 New
WIM
180
Westside Investment Management
California
$169 +$31 +500 +22%
BBHC
181
Brown Brothers Harriman & Co
New York
$87 +$87 +1,400 New
FI
182
FormulaFolio Investments
Michigan
– -$4.43M -70,561 Closed
PIM
183
Parker Investment Management
California
– -$1.94M -30,893 Closed
AWA
184
Aaron Wealth Advisors
Illinois
– -$1.45M -23,029 Closed
Renaissance Technologies
185
Renaissance Technologies
New York
– -$1.05M -16,754 Closed
FTUS
186
Flow Traders U.S.
New York
– -$610K -9,716 Closed
M&T Bank
187
M&T Bank
New York
– -$503K -8,000 Closed
IAN
188
Integrated Advisors Network
Texas
– -$445K -7,081 Closed
LRPA
189
L. Roy Papp & Associates
Arizona
– -$295K -4,700 Closed
Bank of New York Mellon
190
Bank of New York Mellon
New York
– -$247K -3,926 Closed
AWA
191
Arete Wealth Advisors
Illinois
– -$232K -3,692 Closed
MYIA
192
Mount Yale Investment Advisors
Colorado
– -$232K -3,692 Closed
LWAC
193
Laurel Wealth Advisors (California)
California
– -$205K -3,261 Closed
BWA
194
BDO Wealth Advisors
Florida
– -$54K -860 Closed
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