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iShares California Muni Bond ETF
CMF

251 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 19 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 64

33% more call options, than puts

Call options by funds: $341K | Put options by funds: $256K

0% more capital invested

Capital invested by funds: $2.14B → $2.14B (+$376K)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

0.61% less ownership

Funds ownership: 75.66% → 75.05% (-0.61%)

2% less funds holding

Funds holding: 257 → 251 (-6)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
19
Increased
111
Reduced
64
Closed
22
Calls
$341K
Puts
$256K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$547M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.7M
3
OGF
Orin Green Financial
California
+$19.6M
4
FCG
Financial Connections Group
California
+$14M
5
OIA
OneDigital Investment Advisors
Kansas
+$9.25M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$20.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.43M
4
MWAM
Manhattan West Asset Management
California
-$6.55M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
101
Running Point Capital Advisors
California
$1.54M – – –
ME
102
McIlrath & Eck
Washington
$1.46M +$226K +3,979 +18%
UB
103
Umpqua Bank
Oregon
$1.44M +$1.44M +25,284 New
SI
104
SimpliFi Inc
California
$1.4M +$22.1K +389 +2%
EWM
105
Empirical Wealth Management
Washington
$1.34M -$163K -2,865 -11%
CAM
106
Clark Asset Management
New Hampshire
$1.33M -$164K -2,885 -11%
MWM
107
McNaughton Wealth Management
California
$1.32M – – –
HWA
108
HCR Wealth Advisors
California
$1.3M -$33.1K -581 -2%
CAG
109
Curtis Advisory Group
California
$1.26M +$5.86K +103 +0.5%
BCI
110
Brinker Capital Investments
Pennsylvania
$1.25M -$25.7K -452 -2%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.25M -$25.7K -452 -2%
SIAG
112
Safeguard Investment Advisory Group
California
$1.18M -$117K -2,051 -9%
Empower Advisory Group
113
Empower Advisory Group
Colorado
$1.17M +$4.1K +72 +0.4%
JBA
114
Johnson Bixby & Associates
Washington
$1.17M – – –
WRPWM
115
Werba Rubin Papier Wealth Management
California
$1.16M +$328K +5,759 +39%
MWM
116
Merriman Wealth Management
Washington
$1.15M -$90.6K -1,593 -7%
PO
117
Private Ocean
California
$1.13M – – –
AAS
118
Avantax Advisory Services
Texas
$1.08M +$31.8K +558 +3%
OCM
119
One Capital Management
California
$1.07M +$1.07M +18,845 New
BCM
120
Boltwood Capital Management
California
$1.07M -$327K -5,740 -23%
THL
121
Tillman Hartley LLC
Colorado
$1.07M – – –
JSW
122
Journey Strategic Wealth
New Jersey
$1.05M +$90.2K +1,586 +9%
SC
123
Savant Capital
Illinois
$1.05M – – –
EA
124
Eclectic Associates
California
$987K – – –
LA
125
LM Advisors
California
$982K – – –
3 4
5
6 7

CMF Hedge Fund Activity: Q2 2024 in Review

251 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2024, worth a combined $2.14B — up 0.02% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CMF and 19 opened new positions — a net loss of 3 holders — while 64 trimmed existing stakes and 111 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $547M. The largest seller was Jane Street, exiting entirely with an estimated $20.2M sold.

  • 251 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2024, down from 257 in Q1 2024.
  • Funds reported $2.14B of iShares California Muni Bond ETF stock for Q2 2024, up 0.02% quarter-over-quarter.
  • 19 funds opened new iShares California Muni Bond ETF positions in Q2 2024 and 22 closed out, a net change of -3 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $547M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2024.