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iShares California Muni Bond ETF
CMF

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

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

54% more call options, than puts

Call options by funds: $466K | Put options by funds: $303K

45% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 56

29% more capital invested

Capital invested by funds: $1.05B → $1.36B (+$310M)

8% more funds holding

Funds holding: 193 → 209 (+16)

6.05% more ownership

Funds ownership: 62.53% → 68.58% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
209
Holders Change
+16
Holders Change %
+8.29%
% of All Funds
3.36%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
39
Increased
81
Reduced
56
Closed
17
Calls
$466K
Puts
$303K
Net Calls
+$163K
Net Calls Change
+$727K

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$55.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$36.4M
3
Bank of America
Bank of America
North Carolina
+$30.7M
4
SWP
Stratos Wealth Partners
Ohio
+$27.3M
5
MMA
Miracle Mile Advisors
California
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$34M
2
FTUS
Flow Traders U.S.
New York
-$10.5M
3
LPL Financial
LPL Financial
California
-$8.71M
4
Ameriprise
Ameriprise
Minnesota
-$7.66M
5
WP
WealthSource Partners
California
-$5.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
151
Gemmer Asset Management
California
$365K +$2.22K +40 +0.6%
Stifel Financial
152
Stifel Financial
Missouri
$359K -$89.9K -1,620 -20%
CA
153
Calton & Associates
Florida
$350K +$346K +6,235 New
MML Investors Services
154
MML Investors Services
Massachusetts
$343K -$1.62M -29,131 -83%
BA
155
Bristlecone Advisors
Washington
$335K – – –
KAS
156
Kestra Advisory Services
Texas
$330K +$48.9K +881 +18%
WCG
157
Weaver Consulting Group
California
$314K +$166 +3 +0.1%
MPM
158
Meritage Portfolio Management
Kansas
$312K – – –
OC
159
Oppenheimer & Co
New York
$310K +$71.4K +1,286 +30%
BZWA
160
Blue Zone Wealth Advisors
California
$303K -$520K -9,373 -63%
GWS
161
Glassman Wealth Services
Virginia
$293K – – –
WW
162
Westshore Wealth
California
$293K +$290K +5,220 New
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$291K +$288K +5,184 New
CCG
164
Coastwise Capital Group
California
$287K – – –
JP Morgan Chase
165
JP Morgan Chase
New York
$281K – – –
CAM
166
Caprin Asset Management
Virginia
$277K – – –
TBWA
167
Three Bridge Wealth Advisors
California
$274K +$271K +4,891 New
BCP
168
Blue Chip Partners
Michigan
$269K +$266K +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 +$234K +4,220 New
EH
172
Equitable Holdings
New York
$236K +$17.5K +315 +8%
IA
173
IFP Advisors
Florida
$235K +$1.55K +28 +0.7%
MCCP
174
Mission Creek Capital Partners
California
$224K – – –
BCPWM
175
Bradley & Co Private Wealth Management
Florida
$224K +$8.82K +159 +4%
5 6
7
8 9

CMF Hedge Fund Activity: Q4 2022 in Review

209 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2022, worth a combined $1.36B — up 29% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CMF positions and 17 closed out — a net gain of 22 holders — while 81 added to existing stakes and 56 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $55.7M. The largest seller was Morgan Stanley, cutting an estimated $34M.

  • 209 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2022, up from 193 in Q3 2022.
  • Funds reported $1.36B of iShares California Muni Bond ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 39 funds opened new iShares California Muni Bond ETF positions in Q4 2022 and 17 closed out, a net change of +22 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $55.7M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2022.