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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 %
HNB
251
Huntington National Bank
Ohio
$152K – – –
Qube Research & Technologies (QRT)
252
Qube Research & Technologies (QRT)
United Kingdom
$137K +$137K +2,352 New
MM
253
Main Management
California
$122K -$9.27K -159 -7%
SRCM
254
Signature Resources Capital Management
California
$114K +$697 +12 +0.6%
LFG
255
Larson Financial Group
Missouri
$87.2K +$43.6K +750 +100%
NP
256
NorthRock Partners
Minnesota
$82.3K – – –
IA
257
IFP Advisors
Florida
$76.8K -$17.4K -300 -19%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$73K +$73K +1,256 New
AF
259
Advisornet Financial
Minnesota
$72.6K – – –
DJSG
260
D.J. St. Germain
Massachusetts
$69.7K – – –
AIP
261
Ameritas Investment Partners
Nebraska
$62.6K -$1.22K -21 -2%
T
262
Tidemark
California
$61K – – –
FFA
263
Founders Financial Alliance
North Carolina
$57.6K – – –
CA
264
Crewe Advisors
Utah
$50.8K – – –
RIL
265
Rothschild Investment LLC
Illinois
$43.6K – – –
ACA
266
Aptus Capital Advisors
Alabama
$40.9K – – –
AWM
267
Angeles Wealth Management
California
$33.9K – – –
BA
268
Ballast Advisors
Minnesota
$28.8K +$28.8K +495 New
HI
269
Harbour Investments
Wisconsin
$3.53K – – –
AWM
270
Abound Wealth Management
Tennessee
$1.22K +$1.22K +21 New
SAM
271
Smartleaf Asset Management
Massachusetts
$872 – – –
KW
272
KWB Wealth
California
– -$744K -12,935 Closed
MFWM
273
Motley Fool Wealth Management
Virginia
– -$599K -10,513 Closed
JFG
274
Jefferies Financial Group
New York
– -$510K -8,960 Closed
CW
275
CreativeOne Wealth
Kansas
– -$338K -5,944 Closed
8 9 10
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