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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
Wealthfront Advisers
California
$391M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.5M
3
Bank of America
Bank of America
North Carolina
$97M
4
B
Bailard
California
$60.9M
5
FWI
Facet Wealth Inc
Maryland
$65.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$630M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$317M
3
OGF
Orin Green Financial
California
$21.2M
4
AFP
Alpha Financial Partners
Kentucky
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$19.3M +$2.91M +50,841 +18%
AssetMark Inc
27
AssetMark Inc
California
$18.9M +$3.49M +60,998 +23%
MWAM
28
Manhattan West Asset Management
California
$18.8M +$572K +9,979 +3%
SC
29
Slow Capital
California
$16.3M -$1.85M -32,359 -10%
AllianceBernstein
30
AllianceBernstein
Tennessee
$16.1M -$405K -7,068 -2%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$15.7M +$7.49M +130,845 +91%
SEI Investments
32
SEI Investments
Pennsylvania
$13.5M +$2.06M +35,968 +18%
FCG
33
Financial Connections Group
California
$13.2M -$421K -7,345 -3%
M
34
MYeCFO
California
$12.9M +$883K +15,386 +7%
Cerity Partners
35
Cerity Partners
New York
$12.8M +$5.31M +92,619 +71%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$12.6M +$1.21M +21,182 +11%
Betterment LLC
37
Betterment LLC
New York
$12.1M +$937K +16,359 +8%
Raymond James Financial
38
Raymond James Financial
Florida
$11.4M +$11.4M +198,944 New
PFA
39
Pure Financial Advisors
California
$11.4M +$10.8K +188 +0.1%
Ameriprise
40
Ameriprise
Minnesota
$11.2M -$729K -12,720 -6%
WWG
41
West Wealth Group
California
$11M +$2.61M +45,498 +31%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$10.4M +$2.1M +36,680 +25%
RI
43
Rinkey Investments
California
$10.3M -$964K -16,833 -9%
Creative Planning
44
Creative Planning
Kansas
$10.3M -$634K -11,070 -6%
OIA
45
OneDigital Investment Advisors
Kansas
$10M +$11.5K +200 +0.1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$9.54M +$1.64M +28,556 +21%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$8.7M +$2.53M +44,130 +41%
NL
48
Navalign LLC
California
$8.66M +$1.08M +18,881 +14%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$8.65M +$2.48M +43,213 +40%
CWM
50
Certus Wealth Management
California
$7.98M +$694K +12,176 +10%
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