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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 %
RF
76
RHS Financial
California
$1.76M +$110K +1,918 +7%
CAG
77
Curtis Advisory Group
California
$1.75M -$170K -2,962 -9%
WIM
78
Westside Investment Management
California
$1.67M +$270K +4,700 +19%
EWA
79
EP Wealth Advisors
California
$1.62M -$5.59M -147,494 -78%
JSW
80
Journey Strategic Wealth
New Jersey
$1.58M -$260K -4,523 -14%
LCAM
81
London & Capital Asset Management
United Kingdom
$1.53M – – –
CIA
82
Caerus Investment Advisors
Texas
$1.51M – – –
MWM
83
McNaughton Wealth Management
California
$1.5M – – –
BCM
84
Boltwood Capital Management
California
$1.47M +$41.6K +725 +3%
Empower Advisory Group
85
Empower Advisory Group
Colorado
$1.47M +$1.47M +25,575 New
DC
86
DeDora Capital
California
$1.41M +$1.41M +24,596 New
HWA
87
HCR Wealth Advisors
California
$1.37M +$31.9K +555 +2%
Cerity Partners
88
Cerity Partners
New York
$1.33M -$505K -8,793 -27%
NA
89
NewEdge Advisors
Louisiana
$1.31M -$77.2K -1,351 -6%
Wealthfront Advisers
90
Wealthfront Advisers
California
$1.25M +$157K +2,735 +14%
AAS
91
Avantax Advisory Services
Texas
$1.23M +$70.6K +1,230 +6%
GAM
92
Gould Asset Management
California
$1.21M -$428K -7,460 -26%
PO
93
Private Ocean
California
$1.19M – – –
TCPWM
94
Traverso Chambers Private Wealth Management
California
$1.19M +$20.6K +358 +2%
MWM
95
Merriman Wealth Management
Washington
$1.15M -$23K -400 -2%
BCI
96
Brinker Capital Investments
Pennsylvania
$1.15M +$496K +8,640 +76%
OPS
97
Orion Portfolio Solutions
Nebraska
$1.15M +$625K +10,891 +118%
VWA
98
VERITY Wealth Advisors
United States
$1.08M – – –
BOS
99
Bank of Stockton
California
$1.04M +$530K +9,222 +103%
CFC
100
Client First Capital
California
$1.01M -$4.59K -80 -0.5%
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