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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 %
GAM
151
Gemmer Asset Management
California
$365K +$2.24K +40 +0.6%
Stifel Financial
152
Stifel Financial
Missouri
$359K -$90.9K -1,620 -20%
CA
153
Calton & Associates
Florida
$350K +$350K +6,235 New
MML Investors Services
154
MML Investors Services
Massachusetts
$343K -$1.63M -29,131 -83%
BA
155
Bristlecone Advisors
Washington
$335K – – –
KAS
156
Kestra Advisory Services
Texas
$330K +$49.4K +881 +18%
WCG
157
Weaver Consulting Group
California
$314K +$168 +3 +0.1%
MPM
158
Meritage Portfolio Management
Kansas
$312K – – –
OC
159
Oppenheimer & Co
New York
$310K +$72.2K +1,286 +30%
BZWA
160
Blue Zone Wealth Advisors
California
$303K -$526K -9,373 -63%
GWS
161
Glassman Wealth Services
Virginia
$293K – – –
WW
162
Westshore Wealth
California
$293K +$293K +5,220 New
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$291K +$291K +5,184 New
CCG
164
Coastwise Capital Group
California
$287K – – –
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$281K – – –
CAM
166
Caprin Asset Management
Virginia
$277K – – –
TBWA
167
Three Bridge Wealth Advisors
California
$274K +$274K +4,891 New
BCP
168
Blue Chip Partners
Michigan
$269K +$269K +4,787 New
PWLP
169
Prio Wealth Limited Partnership
Massachusetts
$258K – – –
CG
170
Colony Group
Massachusetts
$241K – – –
AWM
171
Apollon Wealth Management
South Carolina
$237K +$237K +4,220 New
EH
172
Equitable Holdings
New York
$236K +$17.7K +315 +8%
IA
173
IFP Advisors
Florida
$235K +$1.64K +28 +0.7%
MCCP
174
Mission Creek Capital Partners
California
$224K – – –
BCPWM
175
Bradley & Co Private Wealth Management
Florida
$224K +$8.92K +159 +4%
5 6
7
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