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iShares California Muni Bond ETF
CMF

Overview Fund Activity

205 hedge funds and large institutions have $1.58B invested in iShares California Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
–
Holders Change %
0%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
15
Increased
100
Reduced
50
Closed
14
Calls
–
Puts
$682K
Net Calls
-$682K
Net Calls Change
-$940K

Top Buyers

1
FWI
Facet Wealth Inc
Maryland
$15.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.8M
3
FFA
First Foundation Advisors
California
$19.1M
4
CSIA
Charles Schwab Investment Advisory
California
$521M
5
PCIA
Prime Capital Investment Advisors
Kansas
$7.7M

Top Sellers

1
EWA
EP Wealth Advisors
California
$13.1M
2
Renaissance Technologies
Renaissance Technologies
New York
$2.03M
3
MMA
Miracle Mile Advisors
California
$23.8M
4
AWS
Atria Wealth Solutions
New York
$0
5
Jane Street
Jane Street
New York
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$255K +$92.3K +1,620 +57%
WCG
177
Weaver Consulting Group
California
$249K -$69.6K -1,222 -22%
CG
178
Colony Group
Massachusetts
$245K – – –
AWM
179
Apollon Wealth Management
South Carolina
$240K – – –
PIA
180
Perennial Investment Advisors
California
$239K +$57 +1 +0%
AIP
181
Ameritas Investment Partners
Nebraska
$238K +$71.8K +1,260 +43%
Citigroup
182
Citigroup
New York
$233K +$37K +650 +19%
IA
183
IFP Advisors
Florida
$231K +$1.31K +23 +0.6%
MCCP
184
Mission Creek Capital Partners
California
$228K – – –
BCPWM
185
Bradley & Co Private Wealth Management
Florida
$227K – – –
APP
186
Avantax Planning Partners
Iowa
$222K – – –
CCG
187
Coastwise Capital Group
California
$217K -$74K -1,300 -25%
FFM
188
Forum Financial Management
Illinois
$216K – – –
BAAM
189
Baker Avenue Asset Management
California
$210K – – –
HW
190
Hamilton Wealth
California
$201K +$1.08K +19 +0.5%
DJSG
191
D.J. St. Germain
Massachusetts
$195K +$195K +3,425 New
HWP
192
Highline Wealth Partners
California
$194K +$1.03K +18 +0.5%
MM
193
Main Management
California
$166K -$5.82K -102 -3%
CPA
194
Cardiff Park Advisors
California
$162K +$854 +15 +0.5%
BIA
195
Bell Investment Advisors
California
$133K +$133K +2,329 New
GRP
196
Global Retirement Partners
California
$121K -$696K -12,214 -85%
BBHC
197
Brown Brothers Harriman & Co
New York
$79.7K – – –
TIM
198
Tortoise Investment Management
New York
$59.9K +$59.9K +1,052 New
FFA
199
Founders Financial Alliance
North Carolina
$56.5K – – –
SPIA
200
Steward Partners Investment Advisory
New York
$55.2K +$55.2K +970 New
5 6 7
8
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