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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 %
BC
26
Brio Consultants
California
$16.1M -$13.5M -233,168 -46%
FCG
27
Financial Connections Group
California
$15.5M +$15.5M +267,515 New
Renaissance Technologies
28
Renaissance Technologies
New York
$14.6M +$14.6M +252,800 New
Ameriprise
29
Ameriprise
Minnesota
$13.6M +$5.45M +94,027 +67%
AssetMark Inc
30
AssetMark Inc
California
$13.5M +$412K +7,118 +3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$12.8M +$375K +6,469 +3%
M
32
MYeCFO
California
$11.2M -$27.2K -467 -0.2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$10.7M -$3.67M -63,386 -26%
SEI Investments
34
SEI Investments
Pennsylvania
$10.5M +$3.13M +54,003 +43%
WP
35
WealthSource Partners
California
$10.4M -$998K -17,217 -9%
Creative Planning
36
Creative Planning
Kansas
$10M -$1.64M -28,337 -14%
PFA
37
Pure Financial Advisors
California
$9.95M -$1.08M -18,641 -10%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$9.24M -$357K -6,159 -4%
B
39
Bailard
California
$8.46M -$39.3M -679,069 -82%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$8.22M +$327K +5,640 +4%
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$7.32M -$1.47M -25,376 -17%
BPA
42
Beacon Pointe Advisors
California
$7.11M +$1.15M +19,926 +19%
Osaic Holdings
43
Osaic Holdings
Arizona
$7M -$2.32M -40,042 -25%
SEIA
44
Signature Estate & Investment Advisors
California
$6.92M +$6.92M +119,441 New
Cerity Partners
45
Cerity Partners
New York
$6.82M +$1.05M +18,207 +18%
CL
46
Choreo LLC
Illinois
$6.74M -$544K -9,385 -7%
Betterment LLC
47
Betterment LLC
New York
$6.7M +$67.7K +1,168 +1%
MWM
48
Mission Wealth Management
California
$6.58M -$1.42M -24,470 -18%
RI
49
Rinkey Investments
California
$6.36M +$922K +15,918 +17%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$6.3M +$528K +9,112 +9%
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