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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
Charles Schwab Investment Advisory
California
$359M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$36.8M
3
Bank of America
Bank of America
North Carolina
$91.4M
4
SWP
Stratos Wealth Partners
Ohio
$27.6M
5
MMA
Miracle Mile Advisors
California
$27.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$83.8M
2
FTUS
Flow Traders U.S.
New York
$3.94M
3
LPL Financial
LPL Financial
California
$18.1M
4
Ameriprise
Ameriprise
Minnesota
$8.86M
5
WP
WealthSource Partners
California
$9.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
201
First Manhattan
New York
$20.3K – – –
ME
202
McIlrath & Eck
Washington
$12.2K – – –
AF
203
Allworth Financial
California
$10.5K -$505 -9 -5%
WOSD
204
WFA of San Diego
California
$9.15K +$9.15K +163 New
CAL
205
Capital Analysts LLC
Pennsylvania
$6K +$55 +1 +0.9%
HI
206
Harbour Investments
Wisconsin
$3.37K +$3.37K +60 New
HWMA
207
Heritage Wealth Management (Arizona)
Arizona
$3.03K +$3.03K +54 New
SVCP
208
Silicon Valley Capital Partners
California
$269 -$1.76M -32,801 -100%
EWM
209
EPG Wealth Management
Georgia
$35 -$150K -4,290 -100%
MA
210
MUFG Americas
New York
– -$10.5M -193,692 Closed
DWM
211
Destination Wealth Management
California
– -$1.28M -23,539 Closed
VPIM
212
Vanguard Personalized Indexing Management
California
– -$601K -11,091 Closed
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
– -$474K -8,744 Closed
NLP
214
Next Level Private
New York
– -$354K -6,445 Closed
CT
215
Columbia Trust
Oregon
– -$252K -4,650 Closed
SCG
216
Sonata Capital Group
Washington
– -$251K -4,631 Closed
Citadel Advisors
217
Citadel Advisors
Florida
– -$233K -4,293 Closed
VCP
218
Verus Capital Partners
Arizona
– -$222K -4,100 Closed
WTC
219
WhitTier Trust Company
Nevada
– -$217K -4,000 Closed
SL
220
Sentinus LLC
Illinois
– -$217K -4,000 Closed
MPW
221
MGO Private Wealth
California
– -$205K -3,790 Closed
HCA
222
Harbour Capital Advisors
Virginia
– -$203K -3,700 Closed
SPIA
223
Steward Partners Investment Advisory
New York
– -$47K -873 Closed
JWBC
224
John W. Brooker & Co
California
– -$42K -773 Closed
EW
225
Evoke Wealth
California
– -$25K -452 Closed
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