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iShares California Muni Bond ETF
CMF

Overview Fund Activity

205 hedge funds and large institutions have $1.58B invested in iShares California Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
–
Holders Change %
0%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
15
Increased
100
Reduced
50
Closed
14
Calls
–
Puts
$682K
Net Calls
-$682K
Net Calls Change
-$940K

Top Buyers

1
FWI
1
Facet Wealth Inc
Maryland
$15.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$15.8M
3
FFA
3
First Foundation Advisors
California
$19.1M
4
CSIA
4
Charles Schwab Investment Advisory
California
$521M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$7.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$13.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.03M
3
MMA
3
Miracle Mile Advisors
California
$23.8M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Jane Street
5
Jane Street
New York
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$521M +$8.56M +150,221 +2%
Morgan Stanley
2
Morgan Stanley
New York
$95.8M +$6.53M +114,601 +7%
Bank of America
3
Bank of America
North Carolina
$54.6M +$1.3M +22,879 +2%
B
4
Bailard
California
$43.9M -$2.16M -37,963 -5%
Mariner
5
Mariner
Kansas
$39.9M +$829K +14,553 +2%
SC
6
Slow Capital
California
$36.6M +$6.35M +111,526 +21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$35.7M +$3.16M +55,447 +10%
LPL Financial
8
LPL Financial
California
$35.5M +$7.26M +127,496 +26%
Wells Fargo
9
Wells Fargo
California
$27.9M +$687K +12,061 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$27.7M +$954K +16,750 +4%
SWP
11
Stratos Wealth Partners
Ohio
$27.7M +$2.28M +40,056 +9%
BC
12
Brio Consultants
California
$27.7M +$49.4K +867 +0.2%
MMA
13
Miracle Mile Advisors
California
$23.8M -$3.92M -68,805 -14%
RWP
14
RWA Wealth Partners
Massachusetts
$19.1M +$6.26K +110 +0%
FFA
15
First Foundation Advisors
California
$19.1M +$10.1M +178,136 +114%
MWAM
16
Manhattan West Asset Management
California
$18.6M +$859K +15,085 +5%
OGF
17
Orin Green Financial
California
$17.7M +$73.8K +1,296 +0.4%
BlackRock
18
BlackRock
New York
$16.8M – – –
UBS Group
19
UBS Group
Switzerland
$16.5M -$1.6M -28,033 -9%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$15.8M +$11.1M +194,886 +237%
FWI
21
Facet Wealth Inc
Maryland
$15.5M +$15.5M +273,915 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$14.6M +$283K +4,976 +2%
AssetMark Inc
23
AssetMark Inc
California
$14.3M +$559K +9,812 +4%
OWM
24
Opes Wealth Management
California
$14.3M +$228K +4,011 +2%
EWA
25
EP Wealth Advisors
California
$13.1M -$287M -40,824 -96%
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