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iShares California Muni Bond ETF
CMF

Overview Fund Activity

247 hedge funds and large institutions have $2.18B invested in iShares California Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+28
Holders Change %
+12.79%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
49
Increased
86
Reduced
79
Closed
19
Calls
–
Puts
$249K
Net Calls
-$249K
Net Calls Change
+$442K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$269M
2
CSIA
Charles Schwab Investment Advisory
California
$526M
3
Morgan Stanley
Morgan Stanley
New York
$194M
4
EWA
EP Wealth Advisors
California
$73.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$43.3M

Top Sellers

1
B
Bailard
California
$8.46M
2
Jane Street
Jane Street
New York
$638K
3
SWP
Stratos Wealth Partners
Ohio
$275K
4
BC
Brio Consultants
California
$16.1M
5
MMA
Miracle Mile Advisors
California
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
126
Buckingham Strategic Wealth
Missouri
$986K -$48.5K -837 -5%
OIA
127
OneDigital Investment Advisors
Kansas
$926K +$257K +4,437 +38%
ODA
128
One Degree Advisors
California
$926K +$926K +16,107 New
AWM
129
AE Wealth Management
Kansas
$908K +$908K +15,806 New
NCM
130
Neumann Capital Management
California
$882K +$324K +5,600 +58%
FAIM
131
Financial Advocates Investment Management
Washington
$834K +$834K +14,402 New
CPSC
132
Carl P. Sherr & Co
Massachusetts
$824K +$32K +553 +4%
VA
133
Valmark Advisers
Ohio
$818K – – –
JSW
134
Journey Strategic Wealth
New Jersey
$808K -$1.24M -21,357 -61%
KW
135
KWB Wealth
California
$749K -$33K -570 -4%
NW
136
NewEdge Wealth
Pennsylvania
$742K -$82.6K -1,425 -10%
Wealthfront Advisers
137
Wealthfront Advisers
California
$737K -$463K -7,996 -39%
OCM
138
One Capital Management
California
$730K -$16.2K -280 -2%
IWM
139
Integris Wealth Management
California
$709K -$66.9K -1,154 -9%
APP
140
Avantax Planning Partners
Iowa
$707K +$481K +8,300 +213%
Fisher Asset Management
141
Fisher Asset Management
Washington
$701K +$127K +2,191 +22%
NA
142
NewEdge Advisors
Louisiana
$676K +$300K +5,220 +80%
IAG
143
Investment Advisory Group
Massachusetts
$661K – – –
Jane Street
144
Jane Street
New York
$638K -$28.2M -487,313 -98%
CW
145
CreativeOne Wealth
Kansas
$633K -$119K -2,047 -16%
TDWM
146
Topel & Distasi Wealth Management
California
$632K +$219K +3,773 +53%
HW
147
Hamilton Wealth
California
$622K +$389K +6,713 +167%
MFWM
148
Motley Fool Wealth Management
Virginia
$609K – – –
MCM
149
Mattern Capital Management
Colorado
$600K -$25.4K -438 -4%
MPCL
150
My Personal CFO LLC
Washington
$579K – – –
4 5
6
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