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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 %
SIAG
76
Safeguard Investment Advisory Group
California
$1.97M -$103K -1,836 -5%
ECM
77
Evergreen Capital Management
Washington
$1.97M +$191K +3,400 +11%
EA
78
Eclectic Associates
California
$1.93M +$1.68M +29,923 +656%
CAG
79
Curtis Advisory Group
California
$1.87M +$65.8K +1,172 +4%
JSW
80
Journey Strategic Wealth
New Jersey
$1.8M +$1.8M +32,123 New
Cerity Partners
81
Cerity Partners
New York
$1.8M +$1.29M +22,924 +252%
RI
82
Rinkey Investments
California
$1.75M +$481K +8,574 +38%
LNC
83
Lincoln National Corp
Pennsylvania
$1.72M -$1.86M -33,191 -52%
RF
84
RHS Financial
California
$1.61M -$141K -2,513 -8%
GAM
85
Gould Asset Management
California
$1.6M +$832K +14,835 +109%
LCAM
86
London & Capital Asset Management
United Kingdom
$1.49M – – –
CIA
87
Caerus Investment Advisors
Texas
$1.47M – – –
MWM
88
McNaughton Wealth Management
California
$1.47M -$108K -1,932 -7%
VCM
89
Vivaldi Capital Management
Illinois
$1.45M +$422K +7,415 +41%
BCM
90
Boltwood Capital Management
California
$1.4M -$70.1K -1,250 -5%
NA
91
NewEdge Advisors
Louisiana
$1.36M -$165K -2,949 -11%
Principal Financial Group
92
Principal Financial Group
Iowa
$1.31M – – –
HWA
93
HCR Wealth Advisors
California
$1.31M +$43.5K +775 +3%
PCA
94
Personal Capital Advisors
California
$1.19M +$4.77K +85 +0.4%
PO
95
Private Ocean
California
$1.17M +$1.09M +19,402 +1,385%
MWM
96
Merriman Wealth Management
Washington
$1.15M +$542K +9,653 +89%
TCPWM
97
Traverso Chambers Private Wealth Management
California
$1.14M – – –
AAS
98
Avantax Advisory Services
Texas
$1.13M +$10.1K +180 +0.9%
Wealthfront Advisers
99
Wealthfront Advisers
California
$1.06M +$718K +12,793 +207%
VWA
100
VERITY Wealth Advisors
United States
$1.05M – – –
2 3
4
5 6