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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 %
CAN
51
Cetera Advisor Networks
California
$6.14M +$303K +5,231 +5%
NL
52
Navalign LLC
California
$5.9M +$389K +6,715 +7%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$5.66M -$2.05M -35,352 -27%
TW
54
Traveka Wealth
California
$5.34M +$5.34M +92,148 New
PA
55
Parallel Advisors
California
$5.25M +$23.7K +409 +0.5%
BOS
56
Bank of Stockton
California
$4.96M -$258K -4,503 -5%
PCIA
57
Prime Capital Investment Advisors
Kansas
$4.94M -$2.87M -49,524 -37%
DAS
58
Dynamic Advisor Solutions
Arizona
$4.93M -$1.81M -31,252 -27%
Deutsche Bank
59
Deutsche Bank
Germany
$4.79M – – –
FCH
60
Freestone Capital Holdings
Washington
$4.38M +$465K +8,025 +12%
CWM
61
Certus Wealth Management
California
$4.24M +$1.34M +23,185 +46%
KAS
62
Kestra Advisory Services
Texas
$3.97M +$3.66M +63,138 +1,178%
LPAM
63
Lodestar Private Asset Management
California
$3.87M -$1.48M -25,547 -28%
FAT
64
First American Trust
California
$3.79M +$924K +15,945 +32%
ACA
65
Affinity Capital Advisors
California
$3.77M -$133K -2,289 -3%
UCFA
66
United Capital Financial Advisors
Texas
$3.61M -$5.69M -98,246 -61%
WT
67
Whittier Trust
California
$3.58M -$154K -2,664 -4%
FCIM
68
Fairview Capital Investment Management
California
$3.45M +$495K +8,550 +17%
OFG
69
Omega Financial Group
California
$3.37M -$3.3K -57 -0.1%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$3.37M +$665K +11,484 +25%
LNC
71
Lincoln National Corp
Pennsylvania
$3.34M -$136K -2,349 -4%
WSWA
72
Warren Street Wealth Advisors
California
$3.21M -$52K -897 -2%
SW
73
SteelPeak Wealth
California
$3.14M -$620K -10,693 -16%
EWM
74
Elmwood Wealth Management
California
$3.05M +$182K +3,140 +6%
CCMI
75
Creative Capital Management Investments
California
$3.04M -$1.02M -17,665 -25%
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