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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 %
AFP
301
Alpha Financial Partners
Kentucky
– -$5.38M -92,516 Closed
Jane Street
302
Jane Street
New York
– -$3.06M -52,582 Closed
AWM
303
AE Wealth Management
Kansas
– -$918K -15,806 Closed
CPSC
304
Carl P. Sherr & Co
Massachusetts
– -$726K -12,499 Closed
PCMC
305
Paragon Capital Management (Colorado)
Colorado
– -$457K -7,860 Closed
ACI
306
Alpha Cubed Investments
California
– -$422K -7,269 Closed
WPC
307
White Pine Capital
Minnesota
– -$407K -7,000 Closed
AWA
308
Archvest Wealth Advisors
California
– -$382K -6,569 Closed
BRWA
309
B. Riley Wealth Advisors
Florida
– -$328K -5,639 Closed
SCM
310
SOL Capital Management
Maryland
– -$308K -5,300 Closed
ODA
311
One Degree Advisors
California
– -$275K -4,731 Closed
EH
312
Equitable Holdings
New York
– -$271K -4,671 Closed
WCG
313
Weaver Consulting Group
California
– -$255K -4,391 Closed
DE
314
Diversified Enterprises
Delaware
– -$242K -4,170 Closed
AWE
315
Avidian Wealth Enterprises
Texas
– -$238K -4,100 Closed
CA
316
Clearstead Advisors
Ohio
– -$210K -3,614 Closed
PI
317
PFG Investments
New York
– -$202K -3,480 Closed
WF
318
Welch & Forbes
Massachusetts
– -$202K -3,479 Closed
PS
319
Planned Solutions
California
– -$186K -3,200 Closed
GM
320
GeoWealth Management
Illinois
– -$178K -3,066 Closed
NP
321
NorthRock Partners
Minnesota
– -$82.3K -1,417 Closed
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
– -$73K -1,256 Closed
AWM
323
Abound Wealth Management
Tennessee
– -$1.22K -21 Closed
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