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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 %
BA
151
Bristlecone Advisors
Washington
$616K +$51.6K +896 +9%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$615K +$615K +10,750 New
MCM
153
Mattern Capital Management
Colorado
$614K +$18K +312 +3%
MFWM
154
Motley Fool Wealth Management
Virginia
$605K – – –
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$593K +$206K +3,587 +53%
TLFA
156
True Link Financial Advisors
California
$593K +$593K +10,300 New
ZB
157
Zions Bancorporation
Utah
$575K +$575K +10,000 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$562K +$11.7K +203 +2%
RIG
159
RiverFront Investment Group
Virginia
$561K +$561K +9,752 New
Citadel Advisors
160
Citadel Advisors
Florida
$542K +$221K +3,849 +69%
BJL
161
Brighton Jones LLC
Washington
$523K +$58 +1 +0%
JFG
162
Jefferies Financial Group
New York
$516K -$782K -13,585 -60%
FTUS
163
Flow Traders U.S.
New York
$482K +$482K +8,372 New
CCM
164
Coldstream Capital Management
Washington
$480K +$2.88K +50 +0.6%
AP
165
Adero Partners
California
$469K -$23.9K -416 -5%
IC
166
IEQ Capital
California
$461K +$2.01K +35 +0.4%
WWP
167
Waypoint Wealth Partners
California
$460K – – –
DIA
168
Davidson Investment Advisors
Montana
$454K +$134K +2,325 +42%
NL
169
NDWM LLC
California
$428K – – –
SWA
170
ShankerValleau Wealth Advisors
Illinois
$422K +$422K +7,335 New
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$420K -$26.6K -463 -6%
IWC
172
Integrated Wealth Concepts
Massachusetts
$417K +$115K +1,997 +38%
HWP
173
Highline Wealth Partners
California
$408K +$158K +2,749 +63%
CSIC
174
Clifford Swan Investment Counsel
California
$403K – – –
AIM
175
Aspen Investment Management
Michigan
$401K +$401K +6,962 New
5 6
7
8 9