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iShares California Muni Bond ETF
CMF

Overview Fund Activity

189 hedge funds and large institutions have $1.15B invested in iShares California Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
3.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
27
Increased
65
Reduced
64
Closed
27
Calls
$322K
Puts
$655K
Net Calls
-$333K
Net Calls Change
-$333K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$381M
2
Ameriprise
2
Ameriprise
Minnesota
$63M
3
Mariner
3
Mariner
Kansas
$33M
4
LCM
4
Leisure Capital Management
California
$25.3M
5
AssetMark Inc
5
AssetMark Inc
California
$14.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.9M
3
MWM
3
Mission Wealth Management
California
$13.2M
4
B
4
Bailard
California
$5.61M
5
MMA
5
Miracle Mile Advisors
California
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$49K +$49K +873 New
MCC
177
Money Concepts Capital
Florida
$47K -$44.8K -800 -49%
JWBC
178
John W. Brooker & Co
California
$44K -$56.9K -1,000 -56%
PO
179
Private Ocean
California
$43K – – –
SWM
180
SeaCrest Wealth Management
New York
$42K +$42K +750 New
EW
181
Evoke Wealth
California
$26K – – –
First Manhattan
182
First Manhattan
New York
$20K – – –
AF
183
Allworth Financial
California
$18K -$346 -6 -2%
EI
184
Ellevest Inc
New York
$12K +$56 +1 +0.5%
WOSD
185
WFA of San Diego
California
$9K +$9K +167 New
CAL
186
Capital Analysts LLC
Pennsylvania
$6K +$56 +1 +0.9%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$5K – – –
TRCT
188
Tower Research Capital (TRC)
New York
$1K +$1K +18 New
WIM
189
Westside Investment Management
California
$426 -$932 -16,522 -69%
SWP
190
Stratos Wealth Partners
Ohio
– -$7.63M -131,123 Closed
AWM
191
Aries Wealth Management
Maine
– -$4.51M -77,455 Closed
KCM
192
Karp Capital Management
California
– -$3.26M -56,017 Closed
ACA
193
Atlas Capital Advisors
Wyoming
– -$2.12M -36,405 Closed
FTUS
194
Flow Traders U.S.
New York
– -$2.09M -35,995 Closed
PFS
195
Prospera Financial Services
Texas
– -$2.08M -35,800 Closed
BCI
196
Brinker Capital Investments
Pennsylvania
– -$2.08M -35,771 Closed
SC
197
Seldon Capital
California
– -$1.03M -17,739 Closed
I
198
IMPACTfolio
Colorado
– -$952K -16,355 Closed
OMC
199
Old Mission Capital
Illinois
– -$838K -14,408 Closed
MCM
200
Mattern Capital Management
Colorado
– -$517K -8,893 Closed
5 6 7
8
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