CMF icon

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

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$630M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$317M
3
OGF
3
Orin Green Financial
California
$21.2M
4
AFP
4
Alpha Financial Partners
Kentucky
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
251
FCA Corp
Texas
$257K – – –
IF
252
Integrity Financial
Wyoming
$256K +$256K +4,464 New
HWAM
253
Hennion & Walsh Asset Management
New Jersey
$256K +$256K +4,462 New
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$255K +$2.86K +50 +1%
EWA
255
Exencial Wealth Advisors
Oklahoma
$252K +$14.3K +250 +6%
MFG
256
Magnus Financial Group
New York
$250K +$250K +4,364 New
MWM
257
Meridian Wealth Management
Kentucky
$248K +$248K +4,330 New
SEP
258
Southland Equity Partners
Missouri
$247K – – –
FAN
259
Financial Advisors Network
California
$238K +$238K +4,156 New
WGC
260
Watts Gwilliam & Co
Arizona
$235K +$235K +4,125 New
CA
261
Calton & Associates
Florida
$229K +$859 +15 +0.4%
Brown Advisory
262
Brown Advisory
Maryland
$226K +$2.06K +36 +0.9%
NAS
263
NWF Advisory Services
California
$218K +$218K +3,807 New
GRP
264
Global Retirement Partners
California
$209K +$57.3K +1,000 +38%
CW
265
CreativeOne Wealth
Kansas
$207K +$207K +3,610 New
CFG
266
Citizens Financial Group
Rhode Island
$206K +$206K +3,603 New
MCM
267
Morton Capital Management
California
$205K +$1.95K +34 +1%
SAM
268
Sherman Asset Management
California
$204K +$204K +3,563 New
VST
269
Van Strum & Towne
California
$200K -$149K -2,600 -43%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$199K – – –
BCPWM
271
Bradley & Co Private Wealth Management
Florida
$184K +$184K +3,205 New
CPA
272
Cardiff Park Advisors
California
$170K +$1.6K +28 +1%
FFA
273
Farther Finance Advisors
California
$160K +$8.88K +155 +6%
HNB
274
Huntington National Bank
Ohio
$150K -$152K – –
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
$146K +$11.6K +203 +9%
9 10
11
12 13