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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 %
SW
76
SteelPeak Wealth
California
$3.11M -$314K -5,518 -9%
MML Investors Services
77
MML Investors Services
Massachusetts
$3.06M +$628K +11,035 +26%
WSWA
78
Warren Street Wealth Advisors
California
$3.05M -$19.9K -350 -0.6%
WN
79
Williams & Novak
California
$2.96M +$429K +7,540 +17%
BSW
80
Buckingham Strategic Wealth
Missouri
$2.94M +$936K +16,459 +47%
HWMC
81
Heritage Wealth Management (California)
California
$2.91M -$61.5K -1,081 -2%
Renaissance Technologies
82
Renaissance Technologies
New York
$2.79M -$2.39M -42,099 -46%
SIG
83
Spinnaker Investment Group
California
$2.64M -$624K -10,975 -19%
KIG
84
Kowal Investment Group
Wisconsin
$2.55M +$2.55M +44,767 New
HighTower Advisors
85
HighTower Advisors
Illinois
$2.52M +$274K +4,828 +12%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$2.45M +$596K +10,477 +32%
DC
87
DeDora Capital
California
$2.38M -$30K -527 -1%
RF
88
RHS Financial
California
$2.33M +$264K +4,647 +13%
WIM
89
Westside Investment Management
California
$2.33M +$51.2K +900 +2%
GAM
90
Gould Asset Management
California
$2.04M +$252K +4,430 +14%
AFG
91
Atomi Financial Group
New York
$2.03M +$165K +2,896 +9%
PCWA
92
Pacific Capital Wealth Advisors
California
$1.96M -$127K -2,228 -6%
ECM
93
Evergreen Capital Management
Washington
$1.96M -$56.9K -1,000 -3%
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$1.88M +$420K +7,389 +29%
US Bancorp
95
US Bancorp
Minnesota
$1.79M +$188K +3,301 +12%
AC
96
Apella Capital
Connecticut
$1.74M +$272K +4,769 +19%
PW
97
Peninsula Wealth
California
$1.64M +$773K +13,475 +89%
FCIM
98
Fairview Capital Investment Management
California
$1.59M +$101K +1,780 +7%
W
99
WealthCollab
Washington
$1.57M +$312K +5,493 +25%
TW
100
Towerpoint Wealth
California
$1.54M -$5.18K -91 -0.3%
2 3
4
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