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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$630M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$317M
3
OGF
Orin Green Financial
California
$21.2M
4
AFP
Alpha Financial Partners
Kentucky
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Elmwood Wealth Management
California
$3.73M +$58.8K +1,027 +2%
WA
77
Westfuller Advisors
New York
$3.69M +$687 +12 +0%
BIA
78
Bell Investment Advisors
California
$3.68M +$278K +4,853 +8%
VA
79
Valmark Advisers
Ohio
$3.41M +$2.5M +43,679 +277%
WSWA
80
Warren Street Wealth Advisors
California
$3.28M +$187K +3,265 +6%
TC
81
TownSquare Capital
Utah
$3.25M -$25.3K -441 -0.8%
CCWA
82
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.25M -$516K -9,004 -14%
SW
83
SteelPeak Wealth
California
$3.24M -$20.2K -352 -0.6%
US Bancorp
84
US Bancorp
Minnesota
$3.23M +$953K +16,629 +42%
CCMI
85
Creative Capital Management Investments
California
$3.18M +$3.44K +60 +0.1%
AFG
86
Atomi Financial Group
New York
$3.13M +$614K +10,726 +24%
AAS
87
Avantax Advisory Services
Texas
$3.08M +$1.59M +27,814 +107%
GC
88
Guggenheim Capital
Illinois
$2.84M +$2.03M +35,366 +248%
HWMC
89
Heritage Wealth Management (California)
California
$2.74M -$90.2K -1,575 -3%
GAM
90
Gould Asset Management
California
$2.71M +$281K +4,910 +12%
IWC
91
Integrated Wealth Concepts
Massachusetts
$2.69M +$1.65M +28,825 +159%
WN
92
Williams & Novak
California
$2.61M -$247K -4,305 -9%
FTUS
93
Flow Traders U.S.
New York
$2.61M +$2.61M +45,544 New
MCM
94
MAI Capital Management
Ohio
$2.59M +$2.59M +45,245 New
Renaissance Technologies
95
Renaissance Technologies
New York
$2.52M -$859K -14,991 -25%
WIM
96
Westside Investment Management
California
$2.47M +$130K +2,264 +6%
HighTower Advisors
97
HighTower Advisors
Illinois
$2.45M +$542K +9,470 +28%
VBFG
98
Vishria Bird Financial Group
Tennessee
$2.43M – – –
SIG
99
Spinnaker Investment Group
California
$2.35M +$59.7K +1,043 +3%
DC
100
DeDora Capital
California
$2.33M -$24.2K -422 -1%
2 3
4
5 6