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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 %
ACA
176
Atlas Capital Advisors
Wyoming
$222K -$139K -2,475 -39%
APP
177
Avantax Planning Partners
Iowa
$219K +$219K +3,896 New
FFM
178
Forum Financial Management
Illinois
$213K – – –
PCIA
179
Prime Capital Investment Advisors
Kansas
$211K +$211K +3,761 New
OAM
180
Occidental Asset Management
California
$210K +$210K +3,750 New
BAAM
181
Baker Avenue Asset Management
California
$207K +$207K +3,682 New
TFS
182
TrustCore Financial Services
Tennessee
$202K +$1.4K +25 +0.7%
HWP
183
Highline Wealth Partners
California
$189K +$189K +3,373 New
Citigroup
184
Citigroup
New York
$185K -$88.3K -1,573 -32%
AIP
185
Ameritas Investment Partners
Nebraska
$171K -$9.65K -172 -5%
MM
186
Main Management
California
$169K – – –
PTC
187
Private Trust Company
Ohio
$168K -$130K -2,308 -44%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$160K – – –
CPA
189
Cardiff Park Advisors
California
$159K +$1.12K +20 +0.7%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$146K +$33.6K +600 +30%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$123K – – –
GRP
192
Global Retirement Partners
California
$100K – – –
MCC
193
Money Concepts Capital
Florida
$92K +$44.9K +800 +95%
EE
194
EWG Elevate
California
$88.9K +$88.9K +1,585 New
BBHC
195
Brown Brothers Harriman & Co
New York
$78.6K – – –
MWM
196
MinichMacGregor Wealth Management
New York
$71K +$71K +1,265 New
BAM
197
Belpointe Asset Management
Nevada
$61.9K +$61.9K +1,103 New
FFA
198
Founders Financial Alliance
North Carolina
$55.7K – – –
RFA
199
Resurgent Financial Advisors
Georgia
$38.8K +$38.8K +692 New
WIM
200
Westside Investment Management
California
$29.5K +$10.5K +8,650 +55%
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8
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