CMF icon

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 %
APA
176
American Portfolios Advisors
New York
$122K +$55.8K +1,029 +84%
US Bancorp
177
US Bancorp
Minnesota
$109K – – –
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$108K – – –
GRP
179
Global Retirement Partners
California
$97K – – –
BBHC
180
Brown Brothers Harriman & Co
New York
$76K – – –
PO
181
Private Ocean
California
$75K +$33.8K +631 +82%
FFA
182
Founders Financial Alliance
North Carolina
$54K – – –
SPIA
183
Steward Partners Investment Advisory
New York
$47K – – –
MCC
184
Money Concepts Capital
Florida
$46K – – –
JWBC
185
John W. Brooker & Co
California
$42K – – –
EW
186
Evoke Wealth
California
$25K – – –
First Manhattan
187
First Manhattan
New York
$19K – – –
EI
188
Ellevest Inc
New York
$12K +$56 +1 +0.5%
ME
189
McIlrath & Eck
Washington
$12K +$12K +218 New
AF
190
Allworth Financial
California
$11K -$6.42K -115 -37%
CAL
191
Capital Analysts LLC
Pennsylvania
$6K – – –
WIM
192
Westside Investment Management
California
$848 +$439 +8,100 +107%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$122 +$122 +2,190 New
Renaissance Technologies
194
Renaissance Technologies
New York
– -$11M -195,700 Closed
AWA
195
Arete Wealth Advisors
Illinois
– -$10.3M -96,437 Closed
CFA
196
Capstone Financial Advisors
Illinois
– -$1.41M -24,945 Closed
CL
197
Choreo LLC
Illinois
– -$550K -9,745 Closed
TDWM
198
Topel & Distasi Wealth Management
California
– -$516K -9,147 Closed
FAIM
199
Financial Advocates Investment Management
Washington
– -$478K -8,471 Closed
WCP
200
Wick Capital Partners
Pennsylvania
– -$344K -6,100 Closed
5 6 7
8
9