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iShares California Muni Bond ETF
CMF

Overview Fund Activity

270 hedge funds and large institutions have $2.56B invested in iShares California Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+20
Holders Change %
+8%
% of All Funds
3.91%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
34
Increased
122
Reduced
65
Closed
10
Calls
$291K
Puts
$262K
Net Calls
+$29K
Net Calls Change
-$56K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$770M
2
APM
a16z Perennial Management
California
$24.4M
3
FWI
Facet Wealth Inc
Maryland
$56.6M
4
Bank of America
Bank of America
North Carolina
$78.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$343M

Top Sellers

1
HW
Hamilton Wealth
California
$2.99M
2
DAS
Dynamic Advisor Solutions
Arizona
$1.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16M
4
Mariner
Mariner
Kansas
$46.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODA
226
One Degree Advisors
California
$275K -$729K -12,533 -73%
EH
227
Equitable Holdings
New York
$271K +$1.28K +22 +0.5%
I
228
IMPACTfolio
Colorado
$269K +$34.4K +592 +15%
FWP
229
Falcon Wealth Planning
California
$268K -$48.3K -831 -15%
FC
230
FCA Corp
Texas
$260K – – –
FLPIM
231
F.L. Putnam Investment Management
Massachusetts
$256K +$256K +4,408 New
WCG
232
Weaver Consulting Group
California
$255K +$116 +2 +0%
SEP
233
Southland Equity Partners
Missouri
$251K – – –
D
234
Diversified
Delaware
$242K +$1.63K +28 +0.7%
DE
235
Diversified Enterprises
Delaware
$242K +$242K +4,170 New
EWA
236
Exencial Wealth Advisors
Oklahoma
$242K -$20.9K -359 -8%
AWE
237
Avidian Wealth Enterprises
Texas
$238K – – –
CA
238
Calton & Associates
Florida
$231K +$523 +9 +0.2%
Brown Advisory
239
Brown Advisory
Maryland
$227K +$1.45K +25 +0.6%
HWM
240
HB Wealth Management
Georgia
$210K – – –
CA
241
Clearstead Advisors
Ohio
$210K +$210K +3,614 New
MCM
242
Morton Capital Management
California
$206K +$1.4K +24 +0.7%
PI
243
PFG Investments
New York
$202K +$202K +3,480 New
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$202K – – –
WF
245
Welch & Forbes
Massachusetts
$202K +$202K +3,479 New
PS
246
Planned Solutions
California
$186K +$186K +3,200 New
GM
247
GeoWealth Management
Illinois
$178K +$178K +3,066 New
CPA
248
Cardiff Park Advisors
California
$171K +$1.16K +20 +0.7%
GRP
249
Global Retirement Partners
California
$154K – – –
FFA
250
Farther Finance Advisors
California
$153K -$108K -1,851 -41%
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10
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