CMF icon

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 %
CFC
101
Client First Capital
California
$996K -$60.9K -1,086 -6%
PAM
102
Private Asset Management
California
$948K +$168K +3,000 +22%
BSW
103
Buckingham Strategic Wealth
Missouri
$899K -$691K -12,312 -43%
PPW
104
Parcion Private Wealth
Washington
$856K -$955K -17,016 -53%
AC
105
Apella Capital
Connecticut
$851K -$164K -2,924 -16%
CCM
106
Coldstream Capital Management
Washington
$843K +$843K +15,019 New
KW
107
KWB Wealth
California
$758K – – –
IWM
108
Integris Wealth Management
California
$752K +$752K +13,396 New
SWRP
109
Summit Wealth & Retirement Planning
California
$744K -$296K -5,267 -28%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$731K +$731K +13,034 New
OCM
111
One Capital Management
California
$728K -$281 -5 -0%
CW
112
CreativeOne Wealth
Kansas
$719K +$719K +12,810 New
CPSC
113
Carl P. Sherr & Co
Massachusetts
$714K -$35.3K -630 -5%
VA
114
Valmark Advisers
Ohio
$708K – – –
PW
115
Peninsula Wealth
California
$696K -$401K -7,148 -37%
THL
116
Tillman Hartley LLC
Colorado
$693K +$693K +12,357 New
RJA
117
Raymond James & Associates
Florida
$689K -$688K -12,265 -50%
KWM
118
Kingsview Wealth Management
Oregon
$671K -$30.4K -541 -4%
CAM
119
Cresset Asset Management
Illinois
$668K +$668K +11,912 New
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$665K +$597K +10,646 +887%
BCI
121
Brinker Capital Investments
Pennsylvania
$642K +$642K +11,443 New
OIA
122
OneDigital Investment Advisors
Kansas
$640K +$640K +11,406 New
ERIM
123
Eagle Ridge Investment Management
Connecticut
$626K – – –
VST
124
Van Strum & Towne
California
$623K -$168K -3,000 -21%
MFWM
125
Motley Fool Wealth Management
Virginia
$590K +$99.7K +1,775 +20%
3 4
5
6 7