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iShares California Muni Bond ETF
CMF

Overview Fund Activity

247 hedge funds and large institutions have $2.18B invested in iShares California Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+28
Holders Change %
+12.79%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
49
Increased
86
Reduced
79
Closed
19
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
+$442K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$269M
2
CSIA
Charles Schwab Investment Advisory
California
$526M
3
Morgan Stanley
Morgan Stanley
New York
$194M
4
EWA
EP Wealth Advisors
California
$73.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$43.3M

Top Sellers

1
B
Bailard
California
$8.46M
2
Jane Street
Jane Street
New York
$638K
3
SWP
Stratos Wealth Partners
Ohio
$275K
4
BC
Brio Consultants
California
$16.1M
5
MMA
Miracle Mile Advisors
California
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$174K +$924 +16 +0.5%
CPA
227
Cardiff Park Advisors
California
$168K +$1.39K +24 +0.8%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$165K – – –
PS
229
Planned Solutions
California
$161K +$161K +2,779 New
SWM
230
Spire Wealth Management
Virginia
$150K +$150K +2,611 New
MM
231
Main Management
California
$139K -$4.65K -80 -3%
NP
232
NorthRock Partners
Minnesota
$120K +$120K +2,076 New
T
233
Tidemark
California
$104K +$104K +1,800 New
IA
234
IFP Advisors
Florida
$93.9K -$178K -3,067 -65%
AF
235
Advisornet Financial
Minnesota
$72.4K +$72.4K +1,250 New
DJSG
236
D.J. St. Germain
Massachusetts
$69.5K – – –
AIP
237
Ameritas Investment Partners
Nebraska
$66.5K -$18.4K -317 -22%
FFA
238
Founders Financial Alliance
North Carolina
$57.5K – – –
SPIA
239
Steward Partners Investment Advisory
New York
$57K +$521 +9 +0.9%
WP
240
WealthShield Partners
North Carolina
$34.8K +$34.8K +600 New
GI
241
GAMMA Investing
California
$34.6K +$34.6K +597 New
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$21.9K +$21.9K +378 New
First Manhattan
243
First Manhattan
New York
$20.9K – – –
CAL
244
Capital Analysts LLC
Pennsylvania
$6K +$54 +1 +0.9%
HI
245
Harbour Investments
Wisconsin
$3.52K – – –
TFG
246
Team Financial Group
California
$3.25K -$65.8K -1,135 -95%
SAM
247
Smartleaf Asset Management
Massachusetts
$864 +$864 +15 New
SVCP
248
Silicon Valley Capital Partners
California
$285 – – –
FTUS
249
Flow Traders U.S.
New York
– -$3.73M -67,980 Closed
OMC
250
Old Mission Capital
Illinois
– -$2.92M -53,200 Closed
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