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iShares California Muni Bond ETF
CMF

Overview Fund Activity

188 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
Mariner
2
Mariner
Kansas
$10.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.7M
4
SC
4
Slow Capital
California
$22.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.33M
2
MWM
2
Mission Wealth Management
California
$47.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$2.28M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$367M +$12.1M +195,417 +3%
Morgan Stanley
2
Morgan Stanley
New York
$122M +$3.39M +54,618 +3%
Bank of America
3
Bank of America
North Carolina
$84.8M +$98.6K +1,589 +0.1%
MWM
4
Mission Wealth Management
California
$47.7M -$3.33M -53,609 -7%
LPL Financial
5
LPL Financial
California
$37.5M +$2.98M +48,004 +9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$34.9M +$5.87M +94,565 +20%
Ameriprise
7
Ameriprise
Minnesota
$30M +$1.65M +26,552 +6%
MMA
8
Miracle Mile Advisors
California
$28.5M +$1.27M +20,418 +5%
SC
9
Slow Capital
California
$22.2M +$7.41M +119,453 +50%
B
10
Bailard
California
$21.5M -$159K -2,569 -0.7%
PFA
11
Pure Financial Advisors
California
$17.4M +$2.95M +47,497 +20%
UBS Group
12
UBS Group
Switzerland
$17.2M +$1.66M +26,726 +11%
Wells Fargo
13
Wells Fargo
California
$16.8M +$966K +15,568 +6%
EWA
14
EP Wealth Advisors
California
$15.4M -$653K -10,525 -4%
MA
15
MUFG Americas
New York
$11.6M +$767K +12,356 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.3M +$1.39M +22,439 +14%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$10.7M +$9.1M +146,537 +571%
Mariner
18
Mariner
Kansas
$10.4M +$9.16M +147,532 +721%
MIAN
19
Mariner Independent Advisor Network
Kansas
$8.69M +$1.97M +31,710 +29%
TW
20
Towerpoint Wealth
California
$8.66M +$372K +5,990 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$8.43M -$177K -2,850 -2%
Jane Street
22
Jane Street
New York
$8.33M -$9.95M -160,281 -54%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.84M +$1.73M +27,938 +28%
FFA
24
First Foundation Advisors
California
$7.71M -$187K -3,018 -2%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$7.47M -$15.7K -254 -0.2%
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