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iShares California Muni Bond ETF
CMF

Overview Fund Activity

189 hedge funds and large institutions have $1.15B invested in iShares California Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
3.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
27
Increased
65
Reduced
64
Closed
27
Calls
$322K
Puts
$655K
Net Calls
-$333K
Net Calls Change
-$333K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$381M
2
Ameriprise
2
Ameriprise
Minnesota
$63M
3
Mariner
3
Mariner
Kansas
$33M
4
LCM
4
Leisure Capital Management
California
$25.3M
5
AssetMark Inc
5
AssetMark Inc
California
$14.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.9M
3
MWM
3
Mission Wealth Management
California
$13.2M
4
B
4
Bailard
California
$5.61M
5
MMA
5
Miracle Mile Advisors
California
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$381M +$136M +2,402,254 +55%
Morgan Stanley
2
Morgan Stanley
New York
$109M +$32.9K +583 +0%
Bank of America
3
Bank of America
North Carolina
$70.6M -$9.82M -173,874 -12%
Ameriprise
4
Ameriprise
Minnesota
$63M +$51.8M +915,993 +460%
Mariner
5
Mariner
Kansas
$33M +$25.7M +454,792 +352%
LPL Financial
6
LPL Financial
California
$26.8M -$5.72M -101,260 -18%
SC
7
Slow Capital
California
$26.5M -$4.32M -76,519 -14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$25.9M -$50M -886,161 -66%
LCM
9
Leisure Capital Management
California
$25.3M +$25.3M +448,426 New
EWA
10
EP Wealth Advisors
California
$21.6M +$667K +11,818 +3%
OGF
11
Orin Green Financial
California
$15M +$12.9M +227,217 +612%
AssetMark Inc
12
AssetMark Inc
California
$14.8M +$14.8M +262,447 New
UBS Group
13
UBS Group
Switzerland
$13.7M -$1.37M -24,304 -9%
Wells Fargo
14
Wells Fargo
California
$13.4M -$1.78M -31,483 -12%
MWM
15
Mission Wealth Management
California
$13.2M -$40.1M -709,615 -75%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$12.2M +$2.54M +44,954 +26%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.9M +$1.89M +33,402 +19%
PFA
18
Pure Financial Advisors
California
$11.3M -$3.37M -59,665 -23%
Renaissance Technologies
19
Renaissance Technologies
New York
$11M +$11M +195,700 New
MA
20
MUFG Americas
New York
$10.4M +$878K +15,548 +9%
AWA
21
Arete Wealth Advisors
Illinois
$10.3M +$10.3M +96,437 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.09M -$339K -6,003 -5%
FFA
23
First Foundation Advisors
California
$6.84M +$925K +16,387 +16%
AllianceBernstein
24
AllianceBernstein
Tennessee
$6.53M +$5.38M +95,308 +467%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.44M -$1.07M -18,934 -14%
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