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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
OGF
Orin Green Financial
California
$19.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.7M
4
FCG
Financial Connections Group
California
$0
5
BlackRock
BlackRock
New York
$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
251
First Manhattan
New York
$20.8K – – –
AWM
252
Angeles Wealth Management
California
$16.2K +$16.2K +281 New
CAL
253
Capital Analysts LLC
Pennsylvania
$6K +$54 +1 +0.9%
HI
254
Harbour Investments
Wisconsin
$3.49K – – –
BNP Paribas Financial Markets
255
BNP Paribas Financial Markets
France
$1.9K -$19.9K -345 -91%
SAM
256
Smartleaf Asset Management
Massachusetts
$862 – – –
TRCT
257
Tower Research Capital (TRC)
New York
$403 +$403 +7 New
SVCP
258
Silicon Valley Capital Partners
California
$265 – – –
FCG
259
Financial Connections Group
California
– -$15.5M -267,515 Closed
SEIA
260
Signature Estate & Investment Advisors
California
– -$6.92M -119,441 Closed
IWA
261
Invera Wealth Advisors
Oregon
– -$1.24M -21,366 Closed
Allspring Global Investments
262
Allspring Global Investments
North Carolina
– -$986K -17,016 Closed
NW
263
NewEdge Wealth
Pennsylvania
– -$742K -12,800 Closed
OCM
264
One Capital Management
California
– -$730K -12,600 Closed
MPCL
265
My Personal CFO LLC
Washington
– -$579K -10,000 Closed
SFFS
266
Stonehage Fleming Financial Services
Jersey
– -$549K -9,473 Closed
ACI
267
Alpha Cubed Investments
California
– -$491K -8,478 Closed
Bank of New York Mellon
268
Bank of New York Mellon
New York
– -$331K -5,720 Closed
AWM
269
Abound Wealth Management
Tennessee
– -$324K -5,599 Closed
VPIM
270
Vanguard Personalized Indexing Management
California
– -$227K -3,914 Closed
PI
271
PFG Investments
New York
– -$214K -3,700 Closed
BAAM
272
Baker Avenue Asset Management
California
– -$213K -3,682 Closed
PS
273
Planned Solutions
California
– -$161K -2,779 Closed
WP
274
WealthShield Partners
North Carolina
– -$34.8K -600 Closed
TFG
275
Team Financial Group
California
– -$3.25K -56 Closed
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