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iShares California Muni Bond ETF
CMF

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in iShares California Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-7
Holders Change %
-2.72%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
18
Increased
111
Reduced
64
Closed
22
Calls
$341K
Puts
$256K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$546M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$321M
3
OGF
3
Orin Green Financial
California
$19.6M
4
FCG
4
Financial Connections Group
California
$14M
5
OIA
5
OneDigital Investment Advisors
Kansas
$10M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.9M
4
MWAM
4
Manhattan West Asset Management
California
$18M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$14.7M -$2.22M -38,943 -13%
AssetMark Inc
27
AssetMark Inc
California
$14.6M +$613K +10,783 +4%
FCG
28
Financial Connections Group
California
$14M +$14M +246,144 New
BlackRock
29
BlackRock
New York
$13.7M +$6.68M +117,505 +96%
M
30
MYeCFO
California
$11.8M +$105K +1,846 +0.9%
SEI Investments
31
SEI Investments
Pennsylvania
$11.8M +$929K +16,329 +9%
Ameriprise
32
Ameriprise
Minnesota
$11.5M +$368K +6,471 +3%
PFA
33
Pure Financial Advisors
California
$10.8M +$813K +14,295 +8%
Betterment LLC
34
Betterment LLC
New York
$10.8M +$1.47M +25,892 +16%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$10.7M -$164K -2,890 -2%
OIA
36
OneDigital Investment Advisors
Kansas
$10M +$9.24M +162,515 +1,151%
Creative Planning
37
Creative Planning
Kansas
$10M -$671K -11,793 -6%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$9.59M +$103K +1,815 +1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$7.88M -$2.08M -36,398 -21%
MMA
40
Miracle Mile Advisors
California
$7.82M -$1.16M -20,452 -13%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$7.79M +$636K +11,185 +9%
BPA
42
Beacon Pointe Advisors
California
$7.48M +$20.1K +354 +0.3%
HW
43
Hamilton Wealth
California
$7.44M +$5.78M +101,621 +348%
WWG
44
West Wealth Group
California
$7.42M +$135K +2,378 +2%
Cerity Partners
45
Cerity Partners
New York
$7.37M +$6.83K +120 +0.1%
NL
46
Navalign LLC
California
$7.16M +$1.03M +18,054 +17%
CWM
47
Certus Wealth Management
California
$7.16M +$582K +10,227 +9%
NA
48
NewEdge Advisors
Louisiana
$7.16M +$6.06M +106,490 +551%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$6.69M +$1.87M +32,863 +39%
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$6.51M -$162K -2,838 -2%
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