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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 %
PAM
101
Private Asset Management
California
$970K – – –
SI
102
SimpliFi Inc
California
$942K +$942K +16,412 New
BSW
103
Buckingham Strategic Wealth
Missouri
$899K – – –
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$882K -$36.8M -641,264 -98%
PPW
105
Parcion Private Wealth
Washington
$876K – – –
GRP
106
Global Retirement Partners
California
$819K +$717K +12,551 +702%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$819K +$70.2K +1,223 +9%
PW
108
Peninsula Wealth
California
$805K +$92.5K +1,611 +13%
CW
109
CreativeOne Wealth
Kansas
$777K +$41.8K +728 +6%
IWM
110
Integris Wealth Management
California
$769K – – –
SWRP
111
Summit Wealth & Retirement Planning
California
$762K – – –
KW
112
KWB Wealth
California
$758K – – –
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$755K +$457K +7,960 +154%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$741K +$189K +3,300 +34%
OCM
115
One Capital Management
California
$740K -$5.46K -95 -0.7%
CPSC
116
Carl P. Sherr & Co
Massachusetts
$730K – – –
Stifel Financial
117
Stifel Financial
Missouri
$726K +$359K +6,251 +98%
VA
118
Valmark Advisers
Ohio
$725K – – –
CCM
119
Coldstream Capital Management
Washington
$719K -$144K -2,500 -17%
THL
120
Tillman Hartley LLC
Colorado
$710K – – –
MML Investors Services
121
MML Investors Services
Massachusetts
$702K +$351K +6,110 +100%
TIAM2
122
Tru Independence Asset Management 2
Oregon
$691K +$691K +12,026 New
DWM
123
Destination Wealth Management
California
$678K +$678K +11,805 New
KWM
124
Kingsview Wealth Management
Oregon
$658K -$28.7K -500 -4%
OIA
125
OneDigital Investment Advisors
Kansas
$657K +$2.18K +38 +0.3%
3 4
5
6 7