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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
1
Charles Schwab Investment Advisory
California
$516M
2
LPL Financial
2
LPL Financial
California
$28.4M
3
B
3
Bailard
California
$46.4M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
CL
5
Choreo LLC
Illinois
$6.17M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$53.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$882K
3
US Bancorp
3
US Bancorp
Minnesota
$8.89M
4
EWA
4
EP Wealth Advisors
California
$1.62M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$516M +$149M +2,596,728 +41%
Morgan Stanley
2
Morgan Stanley
New York
$90M +$4.22M +73,458 +5%
Bank of America
3
Bank of America
North Carolina
$53.7M -$39.8M -693,278 -43%
B
4
Bailard
California
$46.4M +$7.89M +137,340 +20%
Mariner
5
Mariner
Kansas
$39.4M +$1.38M +24,009 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.8M -$257K -4,478 -0.8%
SC
7
Slow Capital
California
$30.5M +$2.45M +42,749 +9%
LPL Financial
8
LPL Financial
California
$28.4M +$9.9M +172,496 +53%
MMA
9
Miracle Mile Advisors
California
$28M -$473K -8,245 -2%
BC
10
Brio Consultants
California
$27.8M +$574K +9,995 +2%
Wells Fargo
11
Wells Fargo
California
$27.4M +$7.62M +132,691 +38%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$27M +$800K +13,932 +3%
SWP
13
Stratos Wealth Partners
Ohio
$25.6M -$2.62M -45,629 -9%
RWP
14
RWA Wealth Partners
Massachusetts
$19.3M +$174K +3,029 +0.9%
UBS Group
15
UBS Group
Switzerland
$18.2M -$1.79M -31,176 -9%
MWAM
16
Manhattan West Asset Management
California
$17.9M +$1.81M +31,600 +11%
OGF
17
Orin Green Financial
California
$17.7M +$640K +11,149 +4%
BlackRock
18
BlackRock
New York
$16.9M +$374K +6,513 +2%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$14.5M -$2.77M -48,155 -16%
OWM
20
Opes Wealth Management
California
$14.1M +$1.76M +30,571 +14%
AssetMark Inc
21
AssetMark Inc
California
$13.9M -$378K -6,590 -3%
Jane Street
22
Jane Street
New York
$11.1M +$114K +1,982 +1%
PFA
23
Pure Financial Advisors
California
$10.7M +$137K +2,379 +1%
M
24
MYeCFO
California
$10.4M +$2.24M +38,996 +28%
AllianceBernstein
25
AllianceBernstein
Tennessee
$10.3M -$2.75M -47,966 -21%
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