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iShares California Muni Bond ETF
CMF

Overview Fund Activity

192 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
63
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.3M
3
SC
3
Slow Capital
California
$31.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$7.63M
5
EWA
5
EP Wealth Advisors
California
$21.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$253M
2
MMA
2
Miracle Mile Advisors
California
$19.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
VCM
4
Vivaldi Capital Management
Illinois
$1.3M
5
PS
5
Portfolio Solutions
Michigan
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$253M -$97.2M -1,670,281 -28%
Morgan Stanley
2
Morgan Stanley
New York
$112M -$3.07M -52,816 -3%
Jane Street
3
Jane Street
New York
$102M +$85.6M +1,470,818 +523%
Bank of America
4
Bank of America
North Carolina
$82.9M +$2.69M +46,166 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$78.3M +$36.7M +630,713 +88%
MWM
6
Mission Wealth Management
California
$54.9M +$3.75M +64,481 +7%
LPL Financial
7
LPL Financial
California
$33.5M -$2.38M -40,915 -7%
SC
8
Slow Capital
California
$31.7M +$9.24M +158,895 +41%
B
9
Bailard
California
$25.1M +$4.9M +84,184 +24%
EWA
10
EP Wealth Advisors
California
$21.5M +$7.09M +121,822 +49%
MMA
11
Miracle Mile Advisors
California
$19.8M -$16.2M -278,793 -45%
Wells Fargo
12
Wells Fargo
California
$15.6M -$1.49M -25,664 -9%
UBS Group
13
UBS Group
Switzerland
$15.5M -$1.67M -28,745 -10%
PFA
14
Pure Financial Advisors
California
$15.1M -$2.47M -42,412 -14%
Ameriprise
15
Ameriprise
Minnesota
$11.6M -$1.03M -17,659 -8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.3M +$501K +8,614 +5%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$9.96M -$140K -2,407 -1%
MA
18
MUFG Americas
New York
$9.78M -$869K -14,939 -8%
OWM
19
Opes Wealth Management
California
$8.63M +$1.77M +30,378 +26%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.74M -$476K -8,182 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.65M +$297K +5,101 +4%
SWP
22
Stratos Wealth Partners
Ohio
$7.63M +$7.16M +122,997 +1,514%
TW
23
Towerpoint Wealth
California
$7.57M +$49K +842 +0.7%
Mariner
24
Mariner
Kansas
$7.52M -$2.5M -43,021 -25%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$6.62M -$441K -7,571 -6%
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