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iShares California Muni Bond ETF
CMF

Overview Fund Activity

257 hedge funds and large institutions have $2.14B invested in iShares California Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
31
Increased
114
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$299M
2
B
2
Bailard
California
$38.1M
3
CSIA
3
Charles Schwab Investment Advisory
California
$551M
4
Jane Street
4
Jane Street
New York
$20.2M
5
FWI
5
Facet Wealth Inc
Maryland
$26.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
OGF
2
Orin Green Financial
California
$19.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M
4
FCG
4
Financial Connections Group
California
$0
5
BlackRock
5
BlackRock
New York
$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
AlphaCore Capital
California
$210K +$210K +3,658 New
HWM
227
HB Wealth Management
Georgia
$208K – – –
OC
228
Oppenheimer & Co
New York
$207K -$111K -1,925 -35%
SRCM
229
Signature Resources Capital Management
California
$204K – – –
WF
230
Welch & Forbes
Massachusetts
$200K – – –
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$200K – – –
BCPWM
232
Bradley & Co Private Wealth Management
Florida
$184K -$45K -782 -20%
SWM
233
Spire Wealth Management
Virginia
$174K +$23.9K +415 +16%
CPA
234
Cardiff Park Advisors
California
$167K +$748 +13 +0.4%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$164K – – –
NP
236
NorthRock Partners
Minnesota
$162K +$42.2K +733 +35%
MM
237
Main Management
California
$132K -$5.76K -100 -4%
GRP
238
Global Retirement Partners
California
$123K -$49.7K -864 -29%
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$118K -$193K -3,359 -62%
T
240
Tidemark
California
$104K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$95K +$95K +1,659 New
IA
242
IFP Advisors
Florida
$93.3K – – –
AF
243
Advisornet Financial
Minnesota
$71.9K – – –
DJSG
244
D.J. St. Germain
Massachusetts
$69K – – –
AIP
245
Ameritas Investment Partners
Nebraska
$63K -$2.99K -52 -5%
FFA
246
Founders Financial Alliance
North Carolina
$57.1K – – –
SPIA
247
Steward Partners Investment Advisory
New York
$56.8K +$230 +4 +0.4%
FFA
248
Farther Finance Advisors
California
$46.9K +$46.9K +820 New
GI
249
GAMMA Investing
California
$45.5K +$11.1K +193 +32%
RIL
250
Rothschild Investment LLC
Illinois
$43.2K +$43.2K +750 New
7 8 9
10
11