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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 %
CAN
51
Cetera Advisor Networks
California
$4.28M +$3.52M +62,650 +462%
WT
52
Whittier Trust
California
$4.22M +$3.22M +57,449 +323%
AWS
53
AJ Wealth Strategies
New York
$4.09M +$3.24M +57,716 +382%
SIG
54
Spinnaker Investment Group
California
$4.06M +$80.4K +1,433 +2%
FTUS
55
Flow Traders U.S.
New York
$3.94M -$10.7M -190,024 -73%
CCMI
56
Creative Capital Management Investments
California
$3.92M +$3.92M +69,939 New
AWS
57
Atria Wealth Solutions
New York
$3.4M +$50.1K +893 +1%
CAM
58
Clark Asset Management
New Hampshire
$3.39M +$3.39M +60,437 New
WSWA
59
Warren Street Wealth Advisors
California
$3.37M +$281K +5,007 +9%
DAS
60
Dynamic Advisor Solutions
Arizona
$3.32M +$417K +7,437 +14%
FCIM
61
Fairview Capital Investment Management
California
$3.21M +$2.49M +44,350 +347%
OMC
62
Old Mission Capital
Illinois
$3.14M +$2.3M +41,072 +275%
OFG
63
Omega Financial Group
California
$2.95M -$402K -7,163 -12%
PCWA
64
Pacific Capital Wealth Advisors
California
$2.83M -$1.1M -19,599 -28%
Lido Advisors
65
Lido Advisors
California
$2.82M +$2.82M +50,320 New
EAM
66
Evanson Asset Management
California
$2.82M +$9.76K +174 +0.3%
SW
67
SteelPeak Wealth
California
$2.8M -$20.2K -360 -0.7%
FCH
68
Freestone Capital Holdings
Washington
$2.75M -$497K -8,850 -15%
TW
69
Towerpoint Wealth
California
$2.69M +$1.7M +30,308 +172%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.33M +$1.32M +23,578 +132%
FAT
71
First American Trust
California
$2.29M -$828K -14,752 -27%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$2.15M -$134K -2,389 -6%
EWM
73
Empirical Wealth Management
Washington
$2.09M -$71.9K -1,282 -3%
PA
74
Parallel Advisors
California
$2.01M +$272K +4,840 +16%
RPCA
75
Running Point Capital Advisors
California
$1.98M +$364K +6,487 +22%
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