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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
1
Charles Schwab
California
$770M
2
APM
2
a16z Perennial Management
California
$24.4M
3
FWI
3
Facet Wealth Inc
Maryland
$56.6M
4
Bank of America
4
Bank of America
North Carolina
$78.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$343M

Top Sellers

1
HW
1
Hamilton Wealth
California
$2.99M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$1.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$16M
4
Mariner
4
Mariner
Kansas
$46.4M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$1.94M -$641K -11,018 -25%
PCWA
102
Pacific Capital Wealth Advisors
California
$1.9M -$103K -1,768 -5%
UB
103
Umpqua Bank
Oregon
$1.79M +$316K +5,442 +22%
DAS
104
Dynamic Advisor Solutions
Arizona
$1.7M -$3.04M -52,386 -64%
ME
105
McIlrath & Eck
Washington
$1.69M +$204K +3,511 +14%
W
106
WealthCollab
Washington
$1.69M +$84K +1,445 +5%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$1.67M -$230K -3,997 -12%
FCIM
108
Fairview Capital Investment Management
California
$1.64M +$15.4K +265 +0.9%
TW
109
Towerpoint Wealth
California
$1.58M +$2.5K +43 +0.2%
RPCA
110
Running Point Capital Advisors
California
$1.57M – – –
OCM
111
One Capital Management
California
$1.56M +$465K +8,000 +42%
AAS
112
Avantax Advisory Services
Texas
$1.51M +$403K +6,942 +37%
SI
113
SimpliFi Inc
California
$1.44M +$9.82K +169 +0.7%
WS
114
Wedbush Securities
California
$1.44M +$1.06M +18,170 +278%
JBA
115
Johnson Bixby & Associates
Washington
$1.42M +$224K +3,848 +19%
EWM
116
Empirical Wealth Management
Washington
$1.41M +$38.6K +665 +3%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$1.39M -$1.11M -19,162 -44%
MWM
118
McNaughton Wealth Management
California
$1.39M +$36.6K +629 +3%
CAM
119
Clark Asset Management
New Hampshire
$1.38M +$21.4K +368 +2%
HWA
120
HCR Wealth Advisors
California
$1.36M +$28.6K +493 +2%
Empower Advisory Group
121
Empower Advisory Group
Colorado
$1.34M +$138K +2,371 +11%
CAG
122
Curtis Advisory Group
California
$1.32M +$30.1K +518 +2%
WANY
123
Wealthspire Advisors (New York)
New York
$1.31M +$1.31M +22,517 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$1.19M +$1.19M +20,506 New
MWM
125
Merriman Wealth Management
Washington
$1.18M +$4.18K +72 +0.4%
3 4
5
6 7