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

Top Sellers

1
HW
Hamilton Wealth
California
$2.99M
2
DAS
Dynamic Advisor Solutions
Arizona
$1.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16M
4
Mariner
Mariner
Kansas
$46.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
51
Kayne Anderson Rudnick Investment Management
California
$6.7M +$69K +1,189 +1%
MWM
52
Mission Wealth Management
California
$6.38M -$19.6K -338 -0.3%
Osaic Holdings
53
Osaic Holdings
Arizona
$6.33M +$124K +2,133 +2%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$6.27M +$6.27M +107,814 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$6.26M +$188K +3,234 +3%
CL
56
Choreo LLC
Illinois
$6.26M -$193K -3,315 -3%
ACA
57
Affinity Capital Advisors
California
$5.92M -$113K -1,952 -2%
EFG
58
Ehrlich Financial Group
California
$5.38M +$765K +13,158 +17%
AFP
59
Alpha Financial Partners
Kentucky
$5.38M +$5.38M +92,516 New
CFC
60
Client First Capital
California
$5.37M +$5.03M +86,569 +1,475%
SA
61
Sanctuary Advisors
Indiana
$5.35M +$1.62M +28,104 +43%
AF
62
Amara Financial
California
$5.19M +$5.19M +89,322 New
KAS
63
Kestra Advisory Services
Texas
$5.19M -$251K -4,316 -5%
PA
64
Parallel Advisors
California
$5.12M +$1.28K +22 +0%
UCFA
65
United Capital Financial Advisors
Texas
$5.12M +$916K +15,757 +22%
Deutsche Bank
66
Deutsche Bank
Germany
$4.8M – – –
BOS
67
Bank of Stockton
California
$4.73M -$6.22K -107 -0.1%
PCIA
68
Prime Capital Investment Advisors
Kansas
$4.68M -$64.1K -1,103 -1%
TW
69
Traveka Wealth
California
$4.52M -$133K -2,283 -3%
OFG
70
Omega Financial Group
California
$4.45M +$213K +3,662 +5%
LPAM
71
Lodestar Private Asset Management
California
$4.42M +$166K +2,865 +4%
FAT
72
First American Trust
California
$4.21M +$145K +2,488 +4%
FCH
73
Freestone Capital Holdings
Washington
$4.15M -$45K -774 -1%
WT
74
Whittier Trust
California
$3.89M -$111K -1,902 -3%
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.82M +$340K +5,849 +10%
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