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iShares California Muni Bond ETF
CMF

Overview Fund Activity

219 hedge funds and large institutions have $1.6B invested in iShares California Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
94
Reduced
57
Closed
13
Calls
–
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$9K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$112M
2
UBS Group
2
UBS Group
Switzerland
$43.5M
3
EWA
3
EP Wealth Advisors
California
$23.8M
4
Jane Street
4
Jane Street
New York
$27.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.8M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$406M
2
FCG
2
Financial Connections Group
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.9M
4
SC
4
Slow Capital
California
$24.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$406M -$95.3M -1,737,113 -19%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$112M +$85.4M +1,556,751 +320%
Morgan Stanley
3
Morgan Stanley
New York
$91.6M -$672K -12,260 -0.7%
Bank of America
4
Bank of America
North Carolina
$53.4M +$826K +15,057 +2%
B
5
Bailard
California
$45.2M +$2.99M +54,511 +7%
UBS Group
6
UBS Group
Switzerland
$43.5M +$27.7M +504,327 +174%
Mariner
7
Mariner
Kansas
$40.2M +$1.75M +31,969 +5%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$38M +$38M +693,305 New
LPL Financial
9
LPL Financial
California
$37.9M +$3.73M +68,100 +11%
Wells Fargo
10
Wells Fargo
California
$28.4M +$1.56M +28,533 +6%
BC
11
Brio Consultants
California
$28.1M +$1.43M +26,167 +5%
Jane Street
12
Jane Street
New York
$27.3M +$19.5M +356,317 +251%
SC
13
Slow Capital
California
$24.8M -$10.5M -191,243 -30%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$23.9M -$10.5M -191,765 -31%
EWA
15
EP Wealth Advisors
California
$23.8M +$23.7M +432,967 +23,203%
MWAM
16
Manhattan West Asset Management
California
$23.6M +$5.95M +109,886 +34%
MMA
17
Miracle Mile Advisors
California
$23.4M +$508K +9,261 +2%
SWP
18
Stratos Wealth Partners
Ohio
$22.3M -$4.36M -79,512 -16%
FFA
19
First Foundation Advisors
California
$19.3M +$932K +17,000 +5%
RWP
20
RWA Wealth Partners
Massachusetts
$18.3M -$91.3K -1,664 -0.5%
OGF
21
Orin Green Financial
California
$17.4M +$367K +6,701 +2%
BlackRock
22
BlackRock
New York
$16.2M +$57K +1,039 +0.4%
OWM
23
Opes Wealth Management
California
$15.3M +$1.53M +27,906 +11%
FWI
24
Facet Wealth Inc
Maryland
$14.1M -$739K -13,668 -5%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$13.9M -$1.62M -28,965 -10%
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