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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 %
ME
201
McIlrath & Eck
Washington
$12.5K – – –
CAL
202
Capital Analysts LLC
Pennsylvania
$6K – – –
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$5.91K +$68 +1,186 +1%
HI
204
Harbour Investments
Wisconsin
$3.46K – – –
SVCP
205
Silicon Valley Capital Partners
California
$276 – – –
FTUS
206
Flow Traders U.S.
New York
– -$3.94M -70,208 Closed
OMC
207
Old Mission Capital
Illinois
– -$3.14M -56,013 Closed
VCM
208
Vivaldi Capital Management
Illinois
– -$1.45M -25,455 Closed
Principal Financial Group
209
Principal Financial Group
Iowa
– -$1.31M -23,402 Closed
RJA
210
Raymond James & Associates
Florida
– -$689K -12,277 Closed
CAM
211
Cresset Asset Management
Illinois
– -$668K -11,912 Closed
Allspring Global Investments
212
Allspring Global Investments
North Carolina
– -$665K -11,846 Closed
SAG
213
SageView Advisory Group
California
– -$507K -9,033 Closed
MFG
214
Merit Financial Group
Georgia
– -$471K -8,390 Closed
MPM
215
Meritage Portfolio Management
Kansas
– -$312K -5,555 Closed
PWLP
216
Prio Wealth Limited Partnership
Massachusetts
– -$258K -4,600 Closed
PCIA
217
Prime Capital Investment Advisors
Kansas
– -$211K -3,761 Closed
OAM
218
Occidental Asset Management
California
– -$210K -3,750 Closed
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
– -$146K -2,606 Closed
MCC
220
Money Concepts Capital
Florida
– -$92K -1,640 Closed
EE
221
EWG Elevate
California
– -$88.9K -1,585 Closed
MWM
222
MinichMacGregor Wealth Management
New York
– -$71K -1,265 Closed
RFA
223
Resurgent Financial Advisors
Georgia
– -$38.8K -692 Closed
AF
224
Allworth Financial
California
– -$10.5K -188 Closed
WOSD
225
WFA of San Diego
California
– -$9.15K -163 Closed
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