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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 %
RI
51
Rinkey Investments
California
$6.38M +$47.2K +829 +0.7%
CL
52
Choreo LLC
Illinois
$6.28M -$200K -3,523 -3%
MWM
53
Mission Wealth Management
California
$6.27M -$155K -2,729 -2%
Osaic Holdings
54
Osaic Holdings
Arizona
$6.08M +$2.58M +45,376 +74%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$5.95M +$867K +15,245 +17%
ACA
56
Affinity Capital Advisors
California
$5.91M +$441K +7,745 +8%
KAS
57
Kestra Advisory Services
Texas
$5.16M +$1.04M +18,864 +25%
PA
58
Parallel Advisors
California
$5.01M -$217K -3,810 -4%
Deutsche Bank
59
Deutsche Bank
Germany
$4.7M – – –
PCIA
60
Prime Capital Investment Advisors
Kansas
$4.65M -$203K -3,571 -4%
DAS
61
Dynamic Advisor Solutions
Arizona
$4.65M -$177K -3,112 -4%
BOS
62
Bank of Stockton
California
$4.63M -$285K -5,015 -6%
TW
63
Traveka Wealth
California
$4.56M -$800K -14,065 -15%
EFG
64
Ehrlich Financial Group
California
$4.51M +$1.29M +22,717 +40%
LPAM
65
Lodestar Private Asset Management
California
$4.17M +$246K +4,329 +6%
OFG
66
Omega Financial Group
California
$4.15M +$677K +11,898 +20%
UCFA
67
United Capital Financial Advisors
Texas
$4.11M +$924K +16,242 +29%
FCH
68
Freestone Capital Holdings
Washington
$4.1M -$162K -2,843 -4%
FAT
69
First American Trust
California
$3.98M +$125K +2,198 +3%
WT
70
Whittier Trust
California
$3.91M -$306K -5,387 -7%
SA
71
Sanctuary Advisors
Indiana
$3.68M +$3.68M +64,842 New
EWM
72
Elmwood Wealth Management
California
$3.52M -$61.4K -1,080 -2%
CCWA
73
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.4M +$2.48M +43,525 +267%
BIA
74
Bell Investment Advisors
California
$3.17M +$46.4K +816 +1%
CCMI
75
Creative Capital Management Investments
California
$3.13M +$86.5K +1,520 +3%
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