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iShares California Muni Bond ETF
CMF

Overview Fund Activity

181 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
68
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$267M
2
EWA
2
EP Wealth Advisors
California
$19.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$116M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.86M
5
OWM
5
Opes Wealth Management
California
$6.06M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
FI
2
FormulaFolio Investments
Michigan
$0
3
FFA
3
First Foundation Advisors
California
$7.33M
4
PIM
4
Parker Investment Management
California
$0
5
AWA
5
Aaron Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$267M +$25.8M +414,837 +11%
Morgan Stanley
2
Morgan Stanley
New York
$116M +$5.86M +94,347 +5%
Bank of America
3
Bank of America
North Carolina
$84.4M +$1.78M +28,594 +2%
MWM
4
Mission Wealth Management
California
$52M -$754K -12,141 -1%
Ameriprise
5
Ameriprise
Minnesota
$35.4M +$521K +8,381 +1%
LPL Financial
6
LPL Financial
California
$32.2M +$3.47M +55,837 +12%
MMA
7
Miracle Mile Advisors
California
$30.4M -$1.14M -18,392 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$25.5M +$1.77M +28,484 +7%
B
9
Bailard
California
$21.6M -$1.16M -18,599 -5%
EWA
10
EP Wealth Advisors
California
$19.1M +$16.7M +268,227 +690%
Wells Fargo
11
Wells Fargo
California
$15.4M +$99.8K +1,606 +0.7%
UBS Group
12
UBS Group
Switzerland
$13.4M +$1.51M +24,328 +13%
PFA
13
Pure Financial Advisors
California
$12.6M +$796K +12,819 +7%
Jane Street
14
Jane Street
New York
$12.3M +$3.4M +54,755 +38%
MA
15
MUFG Americas
New York
$11.1M +$406K +6,533 +4%
EWF
16
Epstein & White Financial
California
$8.9M -$232K -3,735 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.67M +$359K +5,786 +4%
TW
18
Towerpoint Wealth
California
$7.82M +$558K +8,980 +8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.81M +$894K +14,391 +13%
SC
20
Slow Capital
California
$7.75M +$638K +10,274 +9%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$7.73M -$80.7K -1,301 -1%
FFA
22
First Foundation Advisors
California
$7.33M -$3.26M -52,551 -31%
PS
23
Portfolio Solutions
Michigan
$7.07M +$48.7K +784 +0.7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.92M -$1.07M -17,304 -13%
A
25
AdvicePeriod
California
$6.9M +$426K +6,865 +7%
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