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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 %
CCMI
76
Creative Capital Management Investments
California
$3.08M +$60.7K +1,055 +2%
HWMC
77
Heritage Wealth Management (California)
California
$3M +$319K +5,550 +12%
WN
78
Williams & Novak
California
$2.58M – – –
MML Investors Services
79
MML Investors Services
Massachusetts
$2.46M +$338K +5,877 +16%
DC
80
DeDora Capital
California
$2.44M +$63K +1,095 +3%
WIM
81
Westside Investment Management
California
$2.3M +$20.1K +350 +0.9%
HighTower Advisors
82
HighTower Advisors
Illinois
$2.27M -$301K -5,234 -12%
CAN
83
Cetera Advisor Networks
California
$2.18M -$3.92M -68,080 -64%
PCWA
84
Pacific Capital Wealth Advisors
California
$2.11M -$142K -2,469 -6%
RF
85
RHS Financial
California
$2.09M +$751K +13,054 +56%
ECM
86
Evergreen Capital Management
Washington
$2.04M -$604K -10,500 -23%
BSW
87
Buckingham Strategic Wealth
Missouri
$2.03M +$1.05M +18,279 +107%
AFG
88
Atomi Financial Group
New York
$1.89M +$697K +12,120 +58%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$1.88M -$252K -4,385 -12%
GAM
90
Gould Asset Management
California
$1.81M +$250K +4,345 +16%
HW
91
Hamilton Wealth
California
$1.68M +$1.06M +18,433 +172%
US Bancorp
92
US Bancorp
Minnesota
$1.62M +$313K +5,448 +24%
TW
93
Towerpoint Wealth
California
$1.56M -$18K -313 -1%
RPCA
94
Running Point Capital Advisors
California
$1.56M – – –
EWM
95
Empirical Wealth Management
Washington
$1.52M -$185K -3,221 -11%
CAM
96
Clark Asset Management
New Hampshire
$1.51M +$3.28K +57 +0.2%
FCIM
97
Fairview Capital Investment Management
California
$1.51M -$1.92M -33,300 -56%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$1.47M +$431K +7,482 +41%
AC
99
Apella Capital
Connecticut
$1.47M -$38K -666 -3%
BCM
100
Boltwood Capital Management
California
$1.41M +$10.6K +185 +0.8%
2 3
4
5 6