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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
1
Wealthfront Advisers
California
$391M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$42.5M
3
Bank of America
3
Bank of America
North Carolina
$97M
4
B
4
Bailard
California
$60.9M
5
FWI
5
Facet Wealth Inc
Maryland
$65.4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$630M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$317M
3
OGF
3
Orin Green Financial
California
$21.2M
4
AFP
4
Alpha Financial Partners
Kentucky
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$7.52M +$155K +2,703 +2%
ACA
52
Affinity Capital Advisors
California
$7.23M +$1.42M +24,821 +24%
Osaic Holdings
53
Osaic Holdings
Arizona
$7.17M +$927K +16,188 +15%
BPA
54
Beacon Pointe Advisors
California
$7.02M -$483K -8,428 -6%
MMA
55
Miracle Mile Advisors
California
$6.99M -$443K -7,738 -6%
Kayne Anderson Rudnick Investment Management
56
Kayne Anderson Rudnick Investment Management
California
$6.99M +$411K +7,217 +6%
Deutsche Bank
57
Deutsche Bank
Germany
$6.65M +$1.92M +33,450 +40%
FAT
58
First American Trust
California
$6.05M +$1.91M +33,283 +46%
MWM
59
Mission Wealth Management
California
$6.03M -$261K -4,558 -4%
CL
60
Choreo LLC
Illinois
$5.9M -$256K -4,465 -4%
EFG
61
Ehrlich Financial Group
California
$5.49M +$189K +3,304 +4%
AF
62
Amara Financial
California
$5.46M +$345K +6,019 +7%
KAS
63
Kestra Advisory Services
Texas
$5.37M +$258K +4,500 +5%
CFC
64
Client First Capital
California
$5.3M +$7.91K +138 +0.1%
PA
65
Parallel Advisors
California
$4.96M -$93.2K -1,627 -2%
UCFA
66
United Capital Financial Advisors
Texas
$4.92M -$123K -2,140 -2%
SA
67
Sanctuary Advisors
Indiana
$4.78M -$524K -9,192 -10%
PCIA
68
Prime Capital Investment Advisors
Kansas
$4.6M -$22.9K -400 -0.5%
BOS
69
Bank of Stockton
California
$4.51M -$144K -2,516 -3%
TW
70
Traveka Wealth
California
$4.49M +$29.2K +510 +0.7%
OFG
71
Omega Financial Group
California
$4.34M -$41K -716 -0.9%
MML Investors Services
72
MML Investors Services
Massachusetts
$4.3M +$634K +11,071 +17%
LPAM
73
Lodestar Private Asset Management
California
$4.14M -$222K -3,883 -5%
FCH
74
Freestone Capital Holdings
Washington
$3.82M -$269K -4,701 -7%
WT
75
Whittier Trust
California
$3.78M -$55.4K -967 -1%
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3
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