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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 %
WA
76
Westfuller Advisors
New York
$3.75M +$3.75M +64,448 New
EWM
77
Elmwood Wealth Management
California
$3.73M +$137K +2,353 +4%
MML Investors Services
78
MML Investors Services
Massachusetts
$3.72M +$588K +10,111 +19%
BIA
79
Bell Investment Advisors
California
$3.45M +$213K +3,663 +7%
Renaissance Technologies
80
Renaissance Technologies
New York
$3.43M +$580K +9,982 +20%
TC
81
TownSquare Capital
Utah
$3.32M +$2.53M +43,488 +319%
SW
82
SteelPeak Wealth
California
$3.31M +$129K +2,224 +4%
CCMI
83
Creative Capital Management Investments
California
$3.23M +$26.2K +451 +0.8%
WSWA
84
Warren Street Wealth Advisors
California
$3.14M +$21.2K +365 +0.7%
Jane Street
85
Jane Street
New York
$3.06M +$3.06M +52,582 New
HW
86
Hamilton Wealth
California
$2.99M -$4.61M -79,326 -61%
WN
87
Williams & Novak
California
$2.9M -$123K -2,125 -4%
HWMC
88
Heritage Wealth Management (California)
California
$2.87M -$101K -1,746 -3%
KIG
89
Kowal Investment Group
Wisconsin
$2.72M +$119K +2,051 +5%
AFG
90
Atomi Financial Group
New York
$2.56M +$477K +8,211 +23%
VBFG
91
Vishria Bird Financial Group
Tennessee
$2.47M +$2.47M +42,493 New
GAM
92
Gould Asset Management
California
$2.47M +$378K +6,505 +18%
RF
93
RHS Financial
California
$2.46M +$80.1K +1,379 +3%
DC
94
DeDora Capital
California
$2.39M -$44K -758 -2%
AC
95
Apella Capital
Connecticut
$2.37M +$602K +10,357 +34%
WIM
96
Westside Investment Management
California
$2.37M -$5.81K -100 -0.2%
SIG
97
Spinnaker Investment Group
California
$2.33M -$372K -6,408 -14%
US Bancorp
98
US Bancorp
Minnesota
$2.31M +$482K +8,302 +26%
ECM
99
Evergreen Capital Management
Washington
$1.98M -$14.2K -245 -0.7%
PW
100
Peninsula Wealth
California
$1.98M +$320K +5,543 +19%
2 3
4
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