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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 %
AF
201
Allworth Financial
California
$38K +$38K +667 New
First Manhattan
202
First Manhattan
New York
$20.6K – – –
CAL
203
Capital Analysts LLC
Pennsylvania
$6K +$55 +1 +0.9%
HI
204
Harbour Investments
Wisconsin
$3.44K – – –
SVCP
205
Silicon Valley Capital Partners
California
$276 – – –
AWS
206
Atria Wealth Solutions
New York
– -$3.78M -65,765 Closed
LCAM
207
London & Capital Asset Management
United Kingdom
– -$1.53M -26,600 Closed
MFWM
208
Motley Fool Wealth Management
Virginia
– -$604K -10,513 Closed
NL
209
NWAM LLC
Washington
– -$459K -7,985 Closed
JF
210
JSF Financial
California
– -$337K -5,874 Closed
CC
211
Callan Capital
California
– -$313K -5,459 Closed
AFA
212
Arlington Financial Advisors
California
– -$281K -4,902 Closed
TSS
213
Two Sigma Securities
New York
– -$271K -4,715 Closed
TCA
214
Transcend Capital Advisors
New Jersey
– -$241K -4,200 Closed
SRWM
215
Shira Ridge Wealth Management
California
– -$219K -3,818 Closed
BZWA
216
Blue Zone Wealth Advisors
California
– -$215K -3,750 Closed
AAS
217
Ameritas Advisory Services
Nebraska
– -$81.6K -1,427 Closed
CCP
218
Carmel Capital Partners
California
– -$40K -697 Closed
BAM
219
Belpointe Asset Management
Nevada
– -$28K -487 Closed
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