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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
1
Fidelity Investments
Massachusetts
$299M
2
B
2
Bailard
California
$38.1M
3
CSIA
3
Charles Schwab Investment Advisory
California
$551M
4
Jane Street
4
Jane Street
New York
$20.2M
5
FWI
5
Facet Wealth Inc
Maryland
$26.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
OGF
2
Orin Green Financial
California
$19.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M
4
FCG
4
Financial Connections Group
California
$0
5
BlackRock
5
BlackRock
New York
$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$17.1M +$134K +2,337 +0.8%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$16.4M +$3.64M +63,253 +29%
AssetMark Inc
28
AssetMark Inc
California
$14.2M +$769K +13,371 +6%
M
29
MYeCFO
California
$11.8M +$803K +13,971 +7%
Ameriprise
30
Ameriprise
Minnesota
$11.2M -$2.29M -39,858 -17%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$11M +$2.88M +50,008 +35%
SEI Investments
32
SEI Investments
Pennsylvania
$11M +$564K +9,804 +5%
Creative Planning
33
Creative Planning
Kansas
$10.8M +$860K +14,943 +9%
PFA
34
Pure Financial Advisors
California
$10.1M +$196K +3,407 +2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$10M -$601K -10,437 -6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$9.6M +$417K +7,253 +5%
Betterment LLC
37
Betterment LLC
New York
$9.4M +$2.74M +47,693 +41%
MMA
38
Miracle Mile Advisors
California
$9.09M -$8.78M -152,510 -49%
BPA
39
Beacon Pointe Advisors
California
$7.55M +$480K +8,349 +7%
Cerity Partners
40
Cerity Partners
New York
$7.45M +$682K +11,846 +10%
WWG
41
West Wealth Group
California
$7.37M +$7.37M +128,045 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$7.23M +$973K +16,911 +16%
BlackRock
43
BlackRock
New York
$7.05M -$9.95M -172,850 -59%
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$6.72M -$538K -9,371 -7%
CWM
45
Certus Wealth Management
California
$6.58M +$2.41M +42,392 +58%
CL
46
Choreo LLC
Illinois
$6.58M -$112K -1,949 -2%
MWM
47
Mission Wealth Management
California
$6.5M -$43.4K -755 -0.7%
RI
48
Rinkey Investments
California
$6.41M +$91.2K +1,585 +1%
NL
49
Navalign LLC
California
$6.21M +$350K +6,083 +6%
ACA
50
Affinity Capital Advisors
California
$5.53M +$1.78M +30,988 +48%
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