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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 %
TW
51
Traveka Wealth
California
$5.42M +$117K +2,029 +2%
PA
52
Parallel Advisors
California
$5.29M +$72.4K +1,259 +1%
Renaissance Technologies
53
Renaissance Technologies
New York
$5.25M -$9.3M -161,620 -64%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$5.14M -$478K -8,302 -9%
BOS
55
Bank of Stockton
California
$4.97M -$2.59K -45 -0.1%
PCIA
56
Prime Capital Investment Advisors
Kansas
$4.91M – – –
DAS
57
Dynamic Advisor Solutions
Arizona
$4.88M -$23.6K -410 -0.5%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$4.87M +$1.53M +26,566 +46%
Deutsche Bank
59
Deutsche Bank
Germany
$4.76M – – –
FCH
60
Freestone Capital Holdings
Washington
$4.31M -$34.1K -593 -0.8%
KAS
61
Kestra Advisory Services
Texas
$4.3M +$359K +6,242 +9%
WT
62
Whittier Trust
California
$4.27M +$713K +12,386 +20%
LPAM
63
Lodestar Private Asset Management
California
$3.97M +$126K +2,195 +3%
FAT
64
First American Trust
California
$3.9M +$133K +2,317 +4%
WA
65
Westfuller Advisors
New York
$3.64M +$3.64M +63,226 New
EWM
66
Elmwood Wealth Management
California
$3.62M +$591K +10,268 +20%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.54M -$3.43M -59,647 -49%
OFG
68
Omega Financial Group
California
$3.51M +$163K +2,827 +5%
SW
69
SteelPeak Wealth
California
$3.47M +$343K +5,963 +11%
LNC
70
Lincoln National Corp
Pennsylvania
$3.31M -$9.38K -163 -0.3%
SIG
71
Spinnaker Investment Group
California
$3.3M +$310K +5,385 +10%
EFG
72
Ehrlich Financial Group
California
$3.26M +$978K +17,002 +43%
UCFA
73
United Capital Financial Advisors
Texas
$3.23M -$362K -6,294 -10%
BIA
74
Bell Investment Advisors
California
$3.16M +$232K +4,028 +8%
WSWA
75
Warren Street Wealth Advisors
California
$3.11M -$84.8K -1,474 -3%
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3
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