CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

205 hedge funds and large institutions have $1.48B invested in iShares California Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.28%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
23
Increased
81
Reduced
57
Closed
21
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
+$95K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$516M
2
LPL Financial
LPL Financial
California
$28.4M
3
B
Bailard
California
$46.4M
4
Wells Fargo
Wells Fargo
California
$27.4M
5
CL
Choreo LLC
Illinois
$6.17M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$53.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$882K
3
US Bancorp
US Bancorp
Minnesota
$8.89M
4
EWA
EP Wealth Advisors
California
$1.62M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
51
Spinnaker Investment Group
California
$4.14M -$16.7K -290 -0.4%
SW
52
SteelPeak Wealth
California
$4.06M +$1.19M +20,720 +41%
CCMI
53
Creative Capital Management Investments
California
$4.03M +$10K +175 +0.3%
TF
54
TIAA FSB
Florida
$4.02M +$4.02M +69,961 New
WT
55
Whittier Trust
California
$3.99M -$327K -5,692 -8%
AWS
56
Atria Wealth Solutions
New York
$3.78M +$293K +5,095 +8%
OFG
57
Omega Financial Group
California
$3.54M +$516K +8,987 +17%
FCIM
58
Fairview Capital Investment Management
California
$3.5M +$224K +3,900 +7%
CAM
59
Clark Asset Management
New Hampshire
$3.48M +$13.3K +232 +0.4%
WSWA
60
Warren Street Wealth Advisors
California
$3.33M -$120K -2,084 -3%
LNC
61
Lincoln National Corp
Pennsylvania
$2.97M +$1.21M +21,086 +69%
EAM
62
Evanson Asset Management
California
$2.89M +$5.51K +96 +0.2%
PCWA
63
Pacific Capital Wealth Advisors
California
$2.87M -$25K -436 -0.9%
FCH
64
Freestone Capital Holdings
Washington
$2.85M +$34.6K +603 +1%
FAT
65
First American Trust
California
$2.6M +$254K +4,417 +11%
TW
66
Towerpoint Wealth
California
$2.52M -$231K -4,029 -8%
ECM
67
Evergreen Capital Management
Washington
$2.5M +$484K +8,421 +24%
DAS
68
Dynamic Advisor Solutions
Arizona
$2.4M -$997K -17,368 -29%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.39M +$7K +122 +0.3%
RPCA
70
Running Point Capital Advisors
California
$2.03M – – –
LCM
71
Leisure Capital Management
California
$2.02M -$2.4M -41,717 -54%
RI
72
Rinkey Investments
California
$1.99M +$198K +3,440 +11%
SIAG
73
Safeguard Investment Advisory Group
California
$1.91M -$111K -1,933 -5%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$1.89M -$310K -5,394 -14%
EWM
75
Empirical Wealth Management
Washington
$1.85M -$290K -5,054 -14%
1 2
3
4 5