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iShares California Muni Bond ETF
CMF

Overview Fund Activity

270 hedge funds and large institutions have $2.56B invested in iShares California Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+20
Holders Change %
+8%
% of All Funds
3.91%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
34
Increased
122
Reduced
65
Closed
10
Calls
$291K
Puts
$262K
Net Calls
+$29K
Net Calls Change
-$56K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$770M
2
APM
2
a16z Perennial Management
California
$24.4M
3
FWI
3
Facet Wealth Inc
Maryland
$56.6M
4
Bank of America
4
Bank of America
North Carolina
$78.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$343M

Top Sellers

1
HW
1
Hamilton Wealth
California
$2.99M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$1.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$16M
4
Mariner
4
Mariner
Kansas
$46.4M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$16.7M -$323K -5,559 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$16M -$1.55M -26,594 -9%
AssetMark Inc
28
AssetMark Inc
California
$15.6M +$656K +11,290 +4%
FCG
29
Financial Connections Group
California
$13.8M -$525K -9,039 -4%
BlackRock
30
BlackRock
New York
$13.5M -$408K -7,029 -3%
M
31
MYeCFO
California
$12.2M +$75.1K +1,290 +0.6%
Ameriprise
32
Ameriprise
Minnesota
$12.1M +$340K +5,843 +3%
SEI Investments
33
SEI Investments
Pennsylvania
$11.6M -$416K -7,156 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$11.6M +$600K +10,318 +5%
PFA
35
Pure Financial Advisors
California
$11.5M +$525K +9,041 +5%
RI
36
Rinkey Investments
California
$11.5M +$4.96M +85,326 +76%
Betterment LLC
37
Betterment LLC
New York
$11.3M +$321K +5,524 +3%
Creative Planning
38
Creative Planning
Kansas
$11.1M +$906K +15,596 +9%
OIA
39
OneDigital Investment Advisors
Kansas
$10.1M -$123K -2,125 -1%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$9.51M -$283K -4,870 -3%
WWG
41
West Wealth Group
California
$8.5M +$919K +15,820 +12%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$8.46M +$1.63M +28,073 +24%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$8.38M +$351K +6,030 +4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$8.02M +$59.7K +1,028 +0.8%
NL
45
Navalign LLC
California
$7.69M +$367K +6,317 +5%
Cerity Partners
46
Cerity Partners
New York
$7.62M +$85.7K +1,475 +1%
BPA
47
Beacon Pointe Advisors
California
$7.62M -$24.6K -423 -0.3%
MMA
48
Miracle Mile Advisors
California
$7.55M -$444K -7,645 -6%
NA
49
NewEdge Advisors
Louisiana
$7.47M +$157K +2,696 +2%
CWM
50
Certus Wealth Management
California
$7.43M +$115K +1,977 +2%
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