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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 %
WIC
176
Whitegate Investment Counselors
New Hampshire
$368K -$81.1K -1,400 -18%
Lido Advisors
177
Lido Advisors
California
$365K -$63K -1,087 -15%
FWP
178
Falcon Wealth Planning
California
$357K +$19K +328 +6%
VST
179
Van Strum & Towne
California
$353K – – –
PF
180
Prosperitas Financial
California
$340K +$4.23K +78 +1%
SRWM
181
Shira Ridge Wealth Management
California
$334K +$334K +5,767 New
Bank of New York Mellon
182
Bank of New York Mellon
New York
$331K +$331K +5,720 New
PTC
183
Private Trust Company
Ohio
$330K +$753 +13 +0.2%
AWM
184
Abound Wealth Management
Tennessee
$324K +$324K +5,599 New
KCM
185
KM Capital Management
Texas
$324K +$10.2K +176 +3%
Citadel Advisors
186
Citadel Advisors
Florida
$323K +$323K +5,569 New
DIA
187
Davidson Investment Advisors
Montana
$322K -$39.7K -685 -11%
OC
188
Oppenheimer & Co
New York
$320K – – –
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$314K +$314K +5,412 New
SCM
190
SOL Capital Management
Maryland
$307K +$307K +5,300 New
IWC
191
Integrated Wealth Concepts
Massachusetts
$304K +$68.6K +1,184 +29%
DWM
192
Destination Wealth Management
California
$301K -$734K -12,665 -71%
AWS
193
Atria Wealth Solutions
New York
$301K +$301K +5,190 New
SVWG
194
Shared Vision Wealth Group
United States
$299K +$299K +5,153 New
AF
195
Allworth Financial
California
$285K +$175K +3,026 +160%
PA
196
PFG Advisors
Arizona
$280K +$40.2K +693 +17%
NRI
197
NFP Retirement Inc
California
$279K +$279K +4,815 New
SWP
198
Stratos Wealth Partners
Ohio
$275K -$23.3M -402,307 -99%
NFG
199
Northeast Financial Group
Pennsylvania
$271K +$21.7K +375 +9%
Citigroup
200
Citigroup
New York
$267K +$29K +500 +12%
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