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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 %
ODA
126
One Degree Advisors
California
$971K +$44K +764 +5%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$938K +$938K +16,306 New
Goldman Sachs
128
Goldman Sachs
New York
$922K +$381K +6,614 +70%
AWM
129
AE Wealth Management
Kansas
$909K – – –
PW
130
Peninsula Wealth
California
$875K -$344K -5,970 -28%
WRPWM
131
Werba Rubin Papier Wealth Management
California
$847K +$847K +14,717 New
FAIM
132
Financial Advocates Investment Management
Washington
$845K +$16K +278 +2%
VA
133
Valmark Advisers
Ohio
$830K +$17.3K +300 +2%
CPSC
134
Carl P. Sherr & Co
Massachusetts
$819K – – –
OIA
135
OneDigital Investment Advisors
Kansas
$812K -$108K -1,873 -12%
Stifel Financial
136
Stifel Financial
Missouri
$758K -$744K -12,933 -50%
KW
137
KWB Wealth
California
$744K – – –
ASG
138
Ariston Services Group
California
$740K -$272K -4,720 -27%
TF
139
Tenon Financial
New Jersey
$736K +$736K +12,798 New
TC
140
TownSquare Capital
Utah
$716K +$716K +12,444 New
FMTC
141
Farmers & Merchants Trust Company
California
$712K +$197K +3,425 +38%
IWM
142
Integris Wealth Management
California
$704K – – –
APP
143
Avantax Planning Partners
Iowa
$702K – – –
CA
144
Cetera Advisors
Colorado
$678K +$678K +11,790 New
TBWA
145
Three Bridge Wealth Advisors
California
$671K +$136K +2,356 +25%
IAG
146
Investment Advisory Group
Massachusetts
$656K – – –
Comerica Bank
147
Comerica Bank
Texas
$646K +$140K +2,437 +28%
CW
148
CreativeOne Wealth
Kansas
$631K +$2.13K +37 +0.3%
VWA
149
VERITY Wealth Advisors
United States
$628K -$453K -7,872 -42%
DWM
150
Destination Wealth Management
California
$626K +$327K +5,687 +110%
4 5
6
7 8