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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 %
Goldman Sachs
126
Goldman Sachs
New York
$564K -$29.2K -520 -5%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$539K -$27.9K -497 -5%
Fisher Asset Management
128
Fisher Asset Management
Washington
$532K -$123K -2,183 -19%
BRWA
129
B. Riley Wealth Advisors
Florida
$525K +$17.7K +315 +3%
OPS
130
Orion Portfolio Solutions
Nebraska
$516K +$516K +9,192 New
SAG
131
SageView Advisory Group
California
$507K +$507K +9,033 New
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$506K +$295K +5,249 +139%
PCTC
133
Perkins Coie Trust Company
Washington
$505K – – –
BOS
134
Bank of Stockton
California
$502K +$502K +8,948 New
FMN
135
Financial Management Network
California
$500K -$255K -4,509 -34%
WS
136
Wedbush Securities
California
$478K +$112K +1,986 +30%
ACI
137
Alpha Cubed Investments
California
$476K -$450K -8,025 -49%
MFG
138
Merit Financial Group
Georgia
$471K – – –
WWP
139
Waypoint Wealth Partners
California
$459K -$3.76M -66,930 -89%
NL
140
NWAM LLC
Washington
$440K +$4.94K +88 +1%
WIC
141
Whitegate Investment Counselors
New Hampshire
$435K +$213K +3,800 +96%
MCM
142
Mattern Capital Management
Colorado
$423K -$35.5K -632 -8%
FWP
143
Falcon Wealth Planning
California
$420K -$2.47K -44 -0.6%
FC
144
FCA Corp
Texas
$409K -$2.24K -40 -0.5%
PFS
145
Prospera Financial Services
Texas
$409K -$427K -7,609 -51%
HWM
146
HB Wealth Management
Georgia
$397K – – –
BJL
147
Brighton Jones LLC
Washington
$385K – – –
WC
148
Weil Company
California
$383K +$383K +6,818 New
CSIC
149
Clifford Swan Investment Counsel
California
$380K – – –
HPWA
150
Hall Private Wealth Advisors
North Carolina
$380K – – –
4 5
6
7 8