CMF icon

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 %
TBWA
176
Three Bridge Wealth Advisors
California
$273K +$110 +2 +0%
FFM
177
Forum Financial Management
Illinois
$267K +$58.2K +1,062 +28%
BRWA
178
B. Riley Wealth Advisors
Florida
$261K +$768 +14 +0.3%
IA
179
IFP Advisors
Florida
$257K +$34.9K +636 +16%
WC
180
Weil Company
California
$257K – – –
EH
181
Equitable Holdings
New York
$250K +$1.43K +26 +0.6%
FC
182
FCA Corp
Texas
$246K – – –
FMTC
183
Farmers & Merchants Trust Company
California
$244K -$225K -4,103 -48%
BCP
184
Blue Chip Partners
Michigan
$241K -$7.73K -141 -3%
WCG
185
Weaver Consulting Group
California
$240K +$55 +1 +0%
NFG
186
Northeast Financial Group
Pennsylvania
$236K +$236K +4,297 New
AWM
187
Apollon Wealth Management
South Carolina
$231K – – –
RWM
188
Ritholtz Wealth Management
New York
$231K +$231K +4,206 New
PIA
189
Perennial Investment Advisors
California
$230K +$55 +1 +0%
VPIM
190
Vanguard Personalized Indexing Management
California
$229K -$118K -2,144 -34%
FAN
191
Financial Advisors Network
California
$228K +$228K +4,156 New
PA
192
PFG Advisors
Arizona
$227K +$227K +4,147 New
Citigroup
193
Citigroup
New York
$225K – – –
IWC
194
Integrated Wealth Concepts
Massachusetts
$223K +$223K +4,070 New
HW
195
Hamilton Wealth
California
$221K +$27.2K +496 +14%
BCPWM
196
Bradley & Co Private Wealth Management
Florida
$219K – – –
APP
197
Avantax Planning Partners
Iowa
$214K – – –
BAAM
198
Baker Avenue Asset Management
California
$202K – – –
CSWM
199
Cassady Schiller Wealth Management
Ohio
$202K +$202K +3,680 New
CCP
200
Carmel Capital Partners
California
$202K +$202K +3,679 New
6 7
8
9 10