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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 %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$191K +$191K +3,479 New
HWP
202
Highline Wealth Partners
California
$188K +$1.1K +20 +0.6%
GRP
203
Global Retirement Partners
California
$163K +$47K +864 +41%
CPA
204
Cardiff Park Advisors
California
$157K +$932 +17 +0.6%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$157K -$88.8K -1,620 -36%
MM
206
Main Management
California
$136K -$24K -437 -15%
AF
207
Allworth Financial
California
$103K +$66.9K +1,220 +183%
AIP
208
Ameritas Investment Partners
Nebraska
$80.3K -$148K -2,708 -65%
DJSG
209
D.J. St. Germain
Massachusetts
$65.8K -$122K -2,225 -65%
TFG
210
Team Financial Group
California
$65.3K +$65.3K +1,191 New
SSWM
211
Sheets Smith Wealth Management
North Carolina
$55.2K +$55.2K +1,007 New
FFA
212
Founders Financial Alliance
North Carolina
$54.4K – – –
SPIA
213
Steward Partners Investment Advisory
New York
$53.5K +$274 +5 +0.5%
TIM
214
Tortoise Investment Management
New York
$38.4K -$19.3K -352 -33%
First Manhattan
215
First Manhattan
New York
$19.8K – – –
CAL
216
Capital Analysts LLC
Pennsylvania
$6K – – –
HI
217
Harbour Investments
Wisconsin
$3.33K +$55 +1 +2%
SVCP
218
Silicon Valley Capital Partners
California
$267 – – –
TRCT
219
Tower Research Capital (TRC)
New York
$55 +$55 +1 New
FCG
220
Financial Connections Group
California
– -$10.6M -186,264 Closed
EAM
221
Evanson Asset Management
California
– -$2.88M -50,542 Closed
Renaissance Technologies
222
Renaissance Technologies
New York
– -$2.03M -35,600 Closed
CIA
223
Caerus Investment Advisors
Texas
– -$1.5M -26,264 Closed
LCM
224
Liberty Capital Management
Michigan
– -$1.03M -18,075 Closed
CA
225
Calton & Associates
Florida
– -$335K -5,886 Closed
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