CMF icon

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
1
Fidelity Investments
Massachusetts
$269M
2
CSIA
2
Charles Schwab Investment Advisory
California
$526M
3
Morgan Stanley
3
Morgan Stanley
New York
$194M
4
EWA
4
EP Wealth Advisors
California
$73.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$43.3M

Top Sellers

1
B
1
Bailard
California
$8.46M
2
Jane Street
2
Jane Street
New York
$638K
3
SWP
3
Stratos Wealth Partners
Ohio
$275K
4
BC
4
Brio Consultants
California
$16.1M
5
MMA
5
Miracle Mile Advisors
California
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$526M +$97.2M +1,677,661 +23%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$269M +$150M +2,593,090 +127%
Morgan Stanley
3
Morgan Stanley
New York
$194M +$96.8M +1,670,924 +100%
EWA
4
EP Wealth Advisors
California
$73.4M +$48.2M +831,444 +191%
Bank of America
5
Bank of America
North Carolina
$66.9M +$10.5M +180,902 +19%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$52.4M +$27.2M +468,618 +108%
UBS Group
7
UBS Group
Switzerland
$51.8M +$5.81M +100,346 +13%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$43.3M +$40.6M +701,513 +1,525%
Mariner
9
Mariner
Kansas
$42.2M -$306K -5,283 -0.7%
LPL Financial
10
LPL Financial
California
$39.6M -$422K -7,277 -1%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$36.3M -$3.86M -66,692 -10%
Wells Fargo
12
Wells Fargo
California
$35.1M +$5M +86,364 +17%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$31.2M +$25.2M +434,352 +420%
MWAM
14
Manhattan West Asset Management
California
$25.3M -$27.4K -473 -0.1%
SC
15
Slow Capital
California
$24.5M -$1.67M -28,755 -6%
RBCM
16
Raub Brock Capital Management
California
$24.3M +$24.3M +418,765 New
FFA
17
First Foundation Advisors
California
$24M +$3.61M +62,286 +18%
RWP
18
RWA Wealth Partners
Massachusetts
$19.3M -$97.2K -1,678 -0.5%
OGF
19
Orin Green Financial
California
$19.2M +$802K +13,840 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$19M +$14.6M +252,547 +335%
MMA
21
Miracle Mile Advisors
California
$18M -$6.78M -116,992 -27%
BlackRock
22
BlackRock
New York
$17.1M -$33.8K -584 -0.2%
AllianceBernstein
23
AllianceBernstein
Tennessee
$17.1M +$6.02M +103,968 +54%
OWM
24
Opes Wealth Management
California
$17M +$917K +15,833 +6%
FWI
25
Facet Wealth Inc
Maryland
$16.6M +$1.66M +28,876 +11%
1
2 3 4 5