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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
1
Wealthfront Advisers
California
$391M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$42.5M
3
Bank of America
3
Bank of America
North Carolina
$97M
4
B
4
Bailard
California
$60.9M
5
FWI
5
Facet Wealth Inc
Maryland
$65.4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$630M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$317M
3
OGF
3
Orin Green Financial
California
$21.2M
4
AFP
4
Alpha Financial Partners
Kentucky
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ALA
101
Atlas Legacy Advisors
California
$2.17M +$2.17M +37,950 New
OCM
102
One Capital Management
California
$2.15M +$611K +10,675 +40%
AC
103
Apella Capital
Connecticut
$2.13M -$216K -3,768 -9%
UB
104
Umpqua Bank
Oregon
$2.04M +$310K +5,500 +18%
PW
105
Peninsula Wealth
California
$2.01M +$53K +926 +3%
ECM
106
Evergreen Capital Management
Washington
$1.96M – – –
W
107
WealthCollab
Washington
$1.95M +$281K +4,897 +17%
ME
108
McIlrath & Eck
Washington
$1.84M +$167K +2,916 +10%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$1.78M +$113K +1,981 +7%
RF
110
RHS Financial
California
$1.77M -$656K -11,454 -27%
WS
111
Wedbush Securities
California
$1.72M +$310K +5,407 +22%
JBA
112
Johnson Bixby & Associates
Washington
$1.7M +$299K +5,216 +21%
DAS
113
Dynamic Advisor Solutions
Arizona
$1.69M +$15K +261 +0.9%
FCIM
114
Fairview Capital Investment Management
California
$1.68M +$61.6K +1,075 +4%
CAG
115
Curtis Advisory Group
California
$1.64M +$345K +6,029 +27%
PCWA
116
Pacific Capital Wealth Advisors
California
$1.62M -$252K -4,404 -14%
SFFS
117
Stonehage Fleming Financial Services
Jersey
$1.58M +$1.04M +18,110 +191%
TW
118
Towerpoint Wealth
California
$1.56M +$3.49K +61 +0.2%
RPCA
119
Running Point Capital Advisors
California
$1.53M -$15.1K -264 -1%
Stifel Financial
120
Stifel Financial
Missouri
$1.46M +$479K +8,357 +49%
EWM
121
Empirical Wealth Management
Washington
$1.46M +$70.3K +1,227 +5%
Empower Advisory Group
122
Empower Advisory Group
Colorado
$1.45M +$128K +2,236 +10%
SRWM
123
Shira Ridge Wealth Management
California
$1.44M +$805K +14,053 +127%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$1.41M +$41K +716 +3%
CAM
125
Clark Asset Management
New Hampshire
$1.41M +$53.3K +930 +4%
3 4
5
6 7