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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 %
EA
151
Eclectic Associates
California
$370K -$1.61M -28,034 -81%
CA
152
Calton & Associates
Florida
$358K +$287 +5 +0.1%
VPIM
153
Vanguard Personalized Indexing Management
California
$353K +$353K +6,140 New
BRWA
154
B. Riley Wealth Advisors
Florida
$349K -$189K -3,285 -35%
KAS
155
Kestra Advisory Services
Texas
$339K +$1.26K +22 +0.4%
JF
156
JSF Financial
California
$337K +$337K +5,874 New
WCG
157
Weaver Consulting Group
California
$322K +$57 +1 +0%
OC
158
Oppenheimer & Co
New York
$317K – – –
CC
159
Callan Capital
California
$313K +$313K +5,459 New
PFS
160
Prospera Financial Services
Texas
$305K -$114K -1,987 -27%
WW
161
Westshore Wealth
California
$301K +$1.55K +27 +0.5%
GWS
162
Glassman Wealth Services
Virginia
$300K – – –
CCG
163
Coastwise Capital Group
California
$294K – – –
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$287K +$172 +3 +0.1%
DIA
165
Davidson Investment Advisors
Montana
$284K +$284K +4,938 New
TBWA
166
Three Bridge Wealth Advisors
California
$283K +$2.07K +36 +0.7%
AFA
167
Arlington Financial Advisors
California
$281K +$281K +4,902 New
BCP
168
Blue Chip Partners
Michigan
$276K +$1.03K +18 +0.4%
TSS
169
Two Sigma Securities
New York
$271K +$271K +4,715 New
RFP
170
Root Financial Partners
California
$270K +$270K +4,695 New
WC
171
Weil Company
California
$269K -$122K -2,130 -31%
PTC
172
Private Trust Company
Ohio
$269K +$97K +1,690 +56%
CG
173
Colony Group
Massachusetts
$247K – – –
EH
174
Equitable Holdings
New York
$242K +$919 +16 +0.4%
AWM
175
Apollon Wealth Management
South Carolina
$242K – – –
5 6
7
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