CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in iShares California Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
23
Increased
70
Reduced
58
Closed
17
Calls
$369K
Puts
$933K
Net Calls
-$564K
Net Calls Change
-$231K

Top Buyers

1
BC
1
Brio Consultants
California
$24.3M
2
B
2
Bailard
California
$22.3M
3
FTUS
3
Flow Traders U.S.
New York
$14.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.2M
5
WP
5
WealthSource Partners
California
$14.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$15.9M
3
LCM
3
Leisure Capital Management
California
$333K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$292M -$73.6M -1,358,167 -20%
Morgan Stanley
2
Morgan Stanley
New York
$114M +$9.61M +177,242 +9%
Bank of America
3
Bank of America
North Carolina
$58.3M -$9.55M -176,089 -14%
Mariner
4
Mariner
Kansas
$33.8M +$2.1M +38,671 +7%
LPL Financial
5
LPL Financial
California
$26M +$252K +4,641 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.2M +$13.8M +253,746 +120%
BC
7
Brio Consultants
California
$24.3M +$24.3M +449,642 New
SC
8
Slow Capital
California
$23.2M -$2.23M -41,190 -9%
B
9
Bailard
California
$22.3M +$16.9M +311,366 +313%
OGF
10
Orin Green Financial
California
$16.8M +$2.51M +46,364 +18%
Ameriprise
11
Ameriprise
Minnesota
$15.9M -$44.5M -821,883 -74%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$15.8M +$4.1M +75,592 +35%
WP
13
WealthSource Partners
California
$14.9M +$12.4M +229,018 +508%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$14.7M -$10.2M -187,574 -41%
AssetMark Inc
15
AssetMark Inc
California
$14.5M +$260K +4,802 +2%
EWA
16
EP Wealth Advisors
California
$14.2M -$6.53M -120,481 -32%
FTUS
17
Flow Traders U.S.
New York
$14.1M +$14.1M +260,232 New
Wells Fargo
18
Wells Fargo
California
$14.1M +$1.24M +22,795 +10%
UBS Group
19
UBS Group
Switzerland
$12.5M -$618K -11,395 -5%
MWM
20
Mission Wealth Management
California
$12.4M -$250K -4,602 -2%
PFA
21
Pure Financial Advisors
California
$10.8M -$42.3K -780 -0.4%
OWM
22
Opes Wealth Management
California
$10.8M +$10.6M +194,977 +5,298%
MA
23
MUFG Americas
New York
$10.5M +$541K +9,986 +5%
FCG
24
Financial Connections Group
California
$10.3M +$6.82M +125,792 +197%
MWAM
25
Manhattan West Asset Management
California
$7.71M +$2.51M +46,331 +48%
1
2 3 4 5