Orion Portfolio Solutions LLC Grows Stake in iShares California Muni Bond ETF (NYSEARCA:CMF)

Orion Portfolio Solutions LLC boosted its stake in iShares California Muni Bond ETF (NYSEARCA:CMF) by 11.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,414 shares of the company’s stock after buying an additional 2,211 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in iShares California Muni Bond ETF were worth $1,227,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Rockefeller Capital Management L.P. acquired a new stake in iShares California Muni Bond ETF during the 3rd quarter worth $1,192,000. Integrated Wealth Concepts LLC lifted its stake in shares of iShares California Muni Bond ETF by 55.8% in the third quarter. Integrated Wealth Concepts LLC now owns 18,139 shares of the company’s stock worth $1,054,000 after buying an additional 6,495 shares in the last quarter. Stifel Financial Corp lifted its stake in shares of iShares California Muni Bond ETF by 27.2% in the third quarter. Stifel Financial Corp now owns 17,202 shares of the company’s stock worth $1,000,000 after buying an additional 3,681 shares in the last quarter. Jane Street Group LLC acquired a new position in iShares California Muni Bond ETF during the third quarter worth about $3,056,000. Finally, EP Wealth Advisors LLC grew its stake in iShares California Muni Bond ETF by 2.8% during the 3rd quarter. EP Wealth Advisors LLC now owns 1,309,215 shares of the company’s stock valued at $76,078,000 after acquiring an additional 35,505 shares in the last quarter.

iShares California Muni Bond ETF Trading Up 0.4 %

CMF stock opened at $56.70 on Friday. The firm has a 50-day moving average of $56.80 and a two-hundred day moving average of $57.21. iShares California Muni Bond ETF has a 12 month low of $55.87 and a 12 month high of $58.18.

iShares California Muni Bond ETF Profile

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.