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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 %
SI
101
SimpliFi Inc
California
$1.39M -$149K -2,592 -10%
NCM
102
Neumann Capital Management
California
$1.38M +$506K +8,800 +58%
WPC
103
Wedmont Private Capital
Pennsylvania
$1.37M +$62.2K +1,091 +5%
HWA
104
HCR Wealth Advisors
California
$1.35M -$79.2K -1,376 -6%
MWM
105
McNaughton Wealth Management
California
$1.34M +$41.8K +726 +3%
SIAG
106
Safeguard Investment Advisory Group
California
$1.32M -$201K -3,497 -13%
OPS
107
Orion Portfolio Solutions
Nebraska
$1.29M -$87.5K -1,521 -6%
BCI
108
Brinker Capital Investments
Pennsylvania
$1.29M -$87.5K -1,521 -6%
W
109
WealthCollab
Washington
$1.27M +$36.9K +642 +3%
CAG
110
Curtis Advisory Group
California
$1.27M +$137K +2,382 +12%
MWM
111
Merriman Wealth Management
Washington
$1.25M – – –
ME
112
McIlrath & Eck
Washington
$1.25M +$77.9K +1,353 +7%
JBA
113
Johnson Bixby & Associates
Washington
$1.18M – – –
Empower Advisory Group
114
Empower Advisory Group
Colorado
$1.18M -$19K -330 -2%
PO
115
Private Ocean
California
$1.15M – – –
NA
116
NewEdge Advisors
Louisiana
$1.11M +$434K +7,546 +64%
THL
117
Tillman Hartley LLC
Colorado
$1.08M – – –
AAS
118
Avantax Advisory Services
Texas
$1.06M +$32.4K +563 +3%
SC
119
Savant Capital
Illinois
$1.06M +$1.06M +18,406 New
EA
120
Eclectic Associates
California
$998K -$519K -9,012 -34%
LA
121
LM Advisors
California
$993K – – –
Wealthfront Advisers
122
Wealthfront Advisers
California
$983K +$251K +4,358 +34%
TDWM
123
Topel & Distasi Wealth Management
California
$978K +$350K +6,083 +56%
PBF
124
Petix & Botte Financial
California
$978K +$978K +16,993 New
JSW
125
Journey Strategic Wealth
New Jersey
$974K +$172K +2,990 +21%
3 4
5
6 7