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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 %
CSIA
1
Charles Schwab Investment Advisory
California
$359M +$56.3M +1,003,434 +19%
Bank of America
2
Bank of America
North Carolina
$91.4M +$31M +553,201 +51%
Morgan Stanley
3
Morgan Stanley
New York
$83.8M -$34.4M -613,376 -29%
B
4
Bailard
California
$37.7M +$14.6M +260,405 +63%
Mariner
5
Mariner
Kansas
$37.2M +$2.21M +39,452 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$36.8M +$36.8M +656,632 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$32.3M +$6.25M +111,465 +24%
MMA
8
Miracle Mile Advisors
California
$27.8M +$21.8M +389,111 +367%
SWP
9
Stratos Wealth Partners
Ohio
$27.6M +$27.6M +492,140 New
SC
10
Slow Capital
California
$27.4M +$3.41M +60,722 +14%
BC
11
Brio Consultants
California
$26.6M +$1.4M +25,013 +6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$25.6M +$10.4M +184,741 +68%
UBS Group
13
UBS Group
Switzerland
$19.6M +$6.57M +117,125 +51%
Wells Fargo
14
Wells Fargo
California
$19.4M +$4.83M +86,100 +33%
RWP
15
RWA Wealth Partners
Massachusetts
$19M +$14.3M +250,004 +303%
LPL Financial
16
LPL Financial
California
$18.1M -$8.81M -156,934 -33%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$16.8M +$470K +8,384 +3%
OGF
18
Orin Green Financial
California
$16.7M -$730K -13,018 -4%
BlackRock
19
BlackRock
New York
$16.2M +$15M +267,699 +1,289%
MWAM
20
Manhattan West Asset Management
California
$15.7M +$7.74M +137,855 +97%
US Bancorp
21
US Bancorp
Minnesota
$14.9M +$14.8M +264,165 +13,129%
AssetMark Inc
22
AssetMark Inc
California
$13.9M -$1.07M -19,120 -7%
AllianceBernstein
23
AllianceBernstein
Tennessee
$12.8M +$7.02M +125,190 +123%
OWM
24
Opes Wealth Management
California
$12.1M +$962K +17,136 +9%
Jane Street
25
Jane Street
New York
$10.7M +$3.37M +60,077 +46%
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