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iShares California Muni Bond ETF
CMF

Overview Fund Activity

298 hedge funds and large institutions have $2.93B invested in iShares California Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+28
Holders Change %
+10.37%
% of All Funds
3.97%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
57
Increased
143
Reduced
53
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$391M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.5M
3
Bank of America
Bank of America
North Carolina
$97M
4
B
Bailard
California
$60.9M
5
FWI
Facet Wealth Inc
Maryland
$65.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$630M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$317M
3
OGF
Orin Green Financial
California
$21.2M
4
AFP
Alpha Financial Partners
Kentucky
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
226
Elyxium Wealth
California
$347K – – –
LNB
227
Ledyard National Bank
$344K +$344K +6,000 New
Lido Advisors
228
Lido Advisors
California
$336K -$28.1K -490 -8%
Fisher Asset Management
229
Fisher Asset Management
Washington
$336K -$13.4K -234 -4%
MF
230
Manuka Financial
Virginia
$335K +$335K +5,845 New
KCM
231
KM Capital Management
Texas
$330K +$3.15K +55 +1%
PA
232
PFG Advisors
Arizona
$328K +$15.6K +272 +5%
PIA
233
Perennial Investment Advisors
California
$327K -$15.8K -276 -5%
FF
234
Fortitude Financial
Washington
$326K +$326K +5,694 New
KWM
235
Kingsview Wealth Management
Oregon
$326K -$5.73K -100 -2%
T
236
Tidemark
California
$318K +$258K +4,498 +428%
TPWA
237
Twin Peaks Wealth Advisors
California
$314K +$314K +5,478 New
QPWM
238
Quadrant Private Wealth Management
Pennsylvania
$312K +$312K +5,452 New
SPIA
239
Steward Partners Investment Advisory
New York
$310K +$516 +9 +0.2%
WWP
240
Wise Wealth Partners
Arizona
$306K +$306K +5,342 New
TWCA
241
Two West Capital Advisors
Kansas
$300K +$300K +5,231 New
LJAC
242
L.J. Altfest & Co
New York
$299K – – –
Citigroup
243
Citigroup
New York
$292K +$14.3K +250 +5%
CA
244
Clune & Associates
Illinois
$289K +$289K +5,044 New
CTA
245
Chesley Taft & Associates
Illinois
$284K -$8.59K -150 -3%
I
246
IMPACTfolio
Colorado
$280K +$15.5K +270 +6%
NRI
247
NFP Retirement Inc
California
$276K – – –
SWP
248
Stratos Wealth Partners
Ohio
$272K – – –
EWA
249
ERTS Wealth Advisors
Michigan
$262K +$262K +4,570 New
HWM
250
HB Wealth Management
Georgia
$257K +$50.2K +876 +24%
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10
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