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iShares California Muni Bond ETF
CMF

Overview Fund Activity

209 hedge funds and large institutions have $1.36B invested in iShares California Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+16
Holders Change %
+8.29%
% of All Funds
3.37%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
39
Increased
81
Reduced
56
Closed
17
Calls
$466K
Puts
$303K
Net Calls
+$163K
Net Calls Change
+$727K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$359M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$36.8M
3
Bank of America
3
Bank of America
North Carolina
$91.4M
4
SWP
4
Stratos Wealth Partners
Ohio
$27.6M
5
MMA
5
Miracle Mile Advisors
California
$27.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$83.8M
2
FTUS
2
Flow Traders U.S.
New York
$3.94M
3
LPL Financial
3
LPL Financial
California
$18.1M
4
Ameriprise
4
Ameriprise
Minnesota
$8.86M
5
WP
5
WealthSource Partners
California
$9.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$10.7M -$4M -71,321 -27%
PFA
27
Pure Financial Advisors
California
$10.3M -$849K -15,131 -8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$9.94M +$3.16M +56,323 +47%
FCG
29
Financial Connections Group
California
$9.79M -$860K -15,328 -8%
WP
30
WealthSource Partners
California
$9.73M -$5.65M -100,699 -37%
BOTW
31
Bank of the West
California
$9.57M +$7M +124,808 +273%
FFA
32
First Foundation Advisors
California
$9.41M +$2.25M +40,119 +31%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$9.25M +$7.69M +137,053 +493%
Ameriprise
34
Ameriprise
Minnesota
$8.86M -$7.87M -138,002 -47%
Creative Planning
35
Creative Planning
Kansas
$8.47M +$2.7M +48,082 +47%
UCFA
36
United Capital Financial Advisors
Texas
$7.98M +$3.35M +59,713 +72%
M
37
MYeCFO
California
$7.96M +$7.96M +141,725 New
MWM
38
Mission Wealth Management
California
$7.68M -$5.18M -92,353 -40%
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$7.44M +$984K +17,535 +15%
Renaissance Technologies
40
Renaissance Technologies
New York
$7.06M +$7.06M +125,800 New
SEI Investments
41
SEI Investments
Pennsylvania
$6.65M +$2.72M +48,552 +69%
NL
42
Navalign LLC
California
$6.02M +$475K +8,465 +9%
BPA
43
Beacon Pointe Advisors
California
$5.77M +$120K +2,130 +2%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$5.71M -$906K -16,153 -14%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$5.6M +$4.85M +86,484 +651%
LPAM
46
Lodestar Private Asset Management
California
$5.2M +$5.2M +92,762 New
Osaic Holdings
47
Osaic Holdings
Arizona
$5.08M +$727K +12,960 +17%
Deutsche Bank
48
Deutsche Bank
Germany
$4.64M – – –
Betterment LLC
49
Betterment LLC
New York
$4.34M +$1.12M +20,023 +35%
LCM
50
Leisure Capital Management
California
$4.31M +$3.97M +70,673 +1,150%
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