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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
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 %
CA
276
Continuum Advisory
Idaho
$139K +$139K +2,420 New
VHAM
277
Van Hulzen Asset Management
California
$125K +$125K +2,187 New
MM
278
Main Management
California
$120K – – –
SRCM
279
Signature Resources Capital Management
California
$113K – – –
AWM
280
Angeles Wealth Management
California
$103K +$69.8K +1,219 +209%
LFG
281
Larson Financial Group
Missouri
$85.9K – – –
IA
282
IFP Advisors
Florida
$75.7K – – –
AF
283
Advisornet Financial
Minnesota
$71.6K – – –
DJSG
284
D.J. St. Germain
Massachusetts
$68.7K – – –
AIP
285
Ameritas Investment Partners
Nebraska
$63.4K +$1.72K +30 +3%
CFD
286
Creative Financial Designs
Indiana
$63K +$63K +1,100 New
PWM
287
Parkworth Wealth Management
California
$62.2K +$62.2K +1,085 New
FFA
288
Founders Financial Alliance
North Carolina
$57.4K +$516 +9 +0.9%
CA
289
Crewe Advisors
Utah
$50.1K – – –
RIL
290
Rothschild Investment LLC
Illinois
$43K – – –
ACA
291
Aptus Capital Advisors
Alabama
$40.3K – – –
API
292
Asset Planning Inc
California
$40.1K +$40.1K +700 New
BA
293
Ballast Advisors
Minnesota
$23.2K -$5.16K -90 -18%
WCM
294
Winthrop Capital Management
Indiana
$14K +$14K +242 New
PWA
295
Physician Wealth Advisors
Utah
$8.94K +$8.94K +156 New
PS
296
Principal Securities
Iowa
$7.91K +$7.91K +138 New
LAMC
297
Longview Asset Management (California)
California
$3.78K +$3.78K +66 New
HI
298
Harbour Investments
Wisconsin
$3.48K – – –
HI
299
Horizon Investments
North Carolina
$2.4K +$2.4K +42 New
SAM
300
Smartleaf Asset Management
Massachusetts
$860 – – –
9 10 11
12
13