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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 %
VST
126
Van Strum & Towne
California
$637K – – –
ERIM
127
Eagle Ridge Investment Management
Connecticut
$633K -$7.06K -123 -1%
MFWM
128
Motley Fool Wealth Management
Virginia
$604K – – –
Goldman Sachs
129
Goldman Sachs
New York
$578K – – –
Fisher Asset Management
130
Fisher Asset Management
Washington
$544K – – –
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$518K +$804 +14 +0.2%
ACI
132
Alpha Cubed Investments
California
$487K – – –
FMN
133
Financial Management Network
California
$471K -$37K -644 -7%
WWP
134
Waypoint Wealth Partners
California
$470K – – –
MCM
135
Mattern Capital Management
Colorado
$470K +$37.1K +646 +9%
FMTC
136
Farmers & Merchants Trust Company
California
$462K +$462K +8,045 New
NL
137
NWAM LLC
Washington
$459K +$8.04K +140 +2%
WIC
138
Whitegate Investment Counselors
New Hampshire
$445K – – –
FWP
139
Falcon Wealth Planning
California
$423K -$6.95K -121 -2%
FC
140
FCA Corp
Texas
$418K -$1.03K -18 -0.2%
BJL
141
Brighton Jones LLC
Washington
$413K +$18.8K +327 +5%
HWM
142
HB Wealth Management
Georgia
$407K – – –
PCTC
143
Perkins Coie Trust Company
Washington
$403K -$114K -1,981 -22%
TDWM
144
Topel & Distasi Wealth Management
California
$402K +$402K +6,995 New
BA
145
Bristlecone Advisors
Washington
$391K +$48.1K +837 +14%
HPWA
146
Hall Private Wealth Advisors
North Carolina
$388K – – –
CSIC
147
Clifford Swan Investment Counsel
California
$377K -$12.6K -220 -3%
WS
148
Wedbush Securities
California
$375K -$114K -1,986 -23%
GAM
149
Gemmer Asset Management
California
$375K +$1.26K +22 +0.3%
Lido Advisors
150
Lido Advisors
California
$372K -$2.52M -43,843 -87%
4 5
6
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