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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$630M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$317M
3
OGF
Orin Green Financial
California
$21.2M
4
AFP
Alpha Financial Partners
Kentucky
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
126
Leisure Capital Management
California
$1.39M +$1.03M +18,063 +287%
SI
127
SimpliFi Inc
California
$1.39M -$34.2K -597 -2%
ACP
128
Argyle Capital Partners
California
$1.39M +$1.39M +24,183 New
MWM
129
McNaughton Wealth Management
California
$1.38M +$10.9K +191 +0.8%
HWA
130
HCR Wealth Advisors
California
$1.36M +$20.2K +353 +2%
WANY
131
Wealthspire Advisors (New York)
New York
$1.35M +$59.8K +1,044 +5%
IA
132
IFC Advisors
California
$1.3M +$1.3M +22,649 New
RIG
133
RiverFront Investment Group
Virginia
$1.29M +$437K +7,621 +51%
MAWA
134
Moss Adams Wealth Advisors
Washington
$1.27M +$1.27M +22,250 New
BCI
135
Brinker Capital Investments
Pennsylvania
$1.23M +$127K +2,211 +12%
OPS
136
Orion Portfolio Solutions
Nebraska
$1.23M +$127K +2,211 +12%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$1.18M +$516 +9 +0%
MWM
138
Merriman Wealth Management
Washington
$1.17M +$5.61K +98 +0.5%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$1.14M +$39.1K +682 +4%
SOWAS
140
Silver Oak Wealth Advisors Services
California
$1.11M +$1.11M +19,424 New
AF
141
Allworth Financial
California
$1.1M +$782K +13,748 +249%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$308K +5,377 +39%
SIAG
143
Safeguard Investment Advisory Group
California
$1.08M -$65.2K -1,138 -6%
THL
144
Tillman Hartley LLC
Colorado
$1.08M – – –
BOC
145
Blue Oak Capital
California
$1.07M +$1.07M +18,766 New
SC
146
Savant Capital
Illinois
$1.05M – – –
Jones Financial Companies
147
Jones Financial Companies
Missouri
$1.04M +$278K +4,845 +36%
EA
148
Eclectic Associates
California
$1.04M +$44.9K +784 +5%
JSW
149
Journey Strategic Wealth
New Jersey
$1.03M -$11.5K -201 -1%
DWM
150
Destination Wealth Management
California
$1M +$183K +3,191 +22%
4 5
6
7 8