EP Wealth Advisors LLC Acquires 35,505 Shares of iShares California Muni Bond ETF (NYSEARCA:CMF)

EP Wealth Advisors LLC raised its holdings in iShares California Muni Bond ETF (NYSEARCA:CMF) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,309,215 shares of the company’s stock after acquiring an additional 35,505 shares during the period. EP Wealth Advisors LLC owned about 2.69% of iShares California Muni Bond ETF worth $76,078,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Charles Schwab Investment Management Inc. increased its position in iShares California Muni Bond ETF by 37.9% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 13,245,170 shares of the company’s stock worth $769,677,000 after purchasing an additional 3,640,060 shares in the last quarter. FMR LLC increased its holdings in shares of iShares California Muni Bond ETF by 4.6% during the third quarter. FMR LLC now owns 5,909,686 shares of the company’s stock worth $343,412,000 after buying an additional 261,806 shares in the last quarter. Financial Connections Group Inc. bought a new position in shares of iShares California Muni Bond ETF in the 2nd quarter valued at $14,000,000. a16z Perennial Management L.P. bought a new position in shares of iShares California Muni Bond ETF in the 3rd quarter valued at $13,154,000. Finally, Bailard Inc. boosted its holdings in shares of iShares California Muni Bond ETF by 19.3% during the 3rd quarter. Bailard Inc. now owns 849,445 shares of the company’s stock valued at $49,361,000 after acquiring an additional 137,348 shares in the last quarter.

iShares California Muni Bond ETF Stock Up 0.1 %

Shares of CMF opened at $58.08 on Friday. iShares California Muni Bond ETF has a 12-month low of $56.32 and a 12-month high of $58.18. The business has a 50-day simple moving average of $57.56 and a two-hundred day simple moving average of $57.42.

About iShares California Muni Bond ETF

iShares California AMT-Free Muni Bond ETF (the Fund), formerly iShares S&P California AMT-Free Municipal Bond Fund, is an exchange-traded fund (ETF). The Fund seeks to track the investment results of the S&P California AMT-Free Municipal Bond Index (the Index), which measures the performance of the investment-grade segment of the California municipal bond market and the components primarily include transportation and utilities companies.