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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 %
BA
151
Bristlecone Advisors
Washington
$569K +$31.1K +536 +6%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$554K -$25.2K -435 -4%
SFFS
153
Stonehage Fleming Financial Services
Jersey
$549K – – –
Goldman Sachs
154
Goldman Sachs
New York
$545K -$56.9K -982 -9%
TBWA
155
Three Bridge Wealth Advisors
California
$539K +$251K +4,327 +87%
BJL
156
Brighton Jones LLC
Washington
$527K +$110K +1,900 +26%
FMTC
157
Farmers & Merchants Trust Company
California
$518K +$261K +4,499 +101%
Comerica Bank
158
Comerica Bank
Texas
$510K -$5.16K -89 -1%
AP
159
Adero Partners
California
$497K – – –
ACI
160
Alpha Cubed Investments
California
$491K – – –
CCM
161
Coldstream Capital Management
Washington
$481K – – –
WWP
162
Waypoint Wealth Partners
California
$464K -$10.7K -185 -2%
IC
163
IEQ Capital
California
$462K +$3.88K +67 +0.8%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$450K -$254K -4,381 -36%
NL
165
NDWM LLC
California
$431K +$431K +7,438 New
KWM
166
Kingsview Wealth Management
Oregon
$412K -$223K -3,851 -35%
CSIC
167
Clifford Swan Investment Counsel
California
$406K – – –
ACA
168
Atlas Capital Advisors
Wyoming
$395K -$61.8K -1,067 -14%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$389K -$3.19K -55 -0.8%
CTWM
170
Cherry Tree Wealth Management
Minnesota
$386K – – –
MWS
171
Maxwell Wealth Strategies
California
$382K +$382K +6,599 New
ERIM
172
Eagle Ridge Investment Management
Connecticut
$381K -$232 -4 -0.1%
LPP
173
Life Planning Partners
Florida
$380K +$380K +6,561 New
WS
174
Wedbush Securities
California
$378K – – –
CFC
175
Client First Capital
California
$375K -$649K -11,196 -63%
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