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

Top Sellers

1
HW
Hamilton Wealth
California
$2.99M
2
DAS
Dynamic Advisor Solutions
Arizona
$1.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16M
4
Mariner
Mariner
Kansas
$46.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAM2
151
Tru Independence Asset Management 2
Oregon
$759K +$759K +13,054 New
ASG
152
Ariston Services Group
California
$748K – – –
TF
153
Tenon Financial
New Jersey
$744K – – –
CPSC
154
Carl P. Sherr & Co
Massachusetts
$726K -$101K -1,730 -12%
AP
155
Adero Partners
California
$714K – – –
APP
156
Avantax Planning Partners
Iowa
$709K – – –
FMTC
157
Farmers & Merchants Trust Company
California
$703K +$7.26K +125 +1%
Comerica Bank
158
Comerica Bank
Texas
$682K -$96.8K -1,665 -12%
BA
159
Bristlecone Advisors
Washington
$678K +$25.5K +438 +4%
AWS
160
Atria Wealth Solutions
New York
$671K +$366K +6,304 +120%
IAG
161
Investment Advisory Group
Massachusetts
$662K – – –
SVWG
162
Shared Vision Wealth Group
United States
$660K +$152K +2,615 +30%
MCM
163
Mattern Capital Management
Colorado
$655K +$7.96K +137 +1%
DIA
164
Davidson Investment Advisors
Montana
$645K -$25.4K -437 -4%
SRWM
165
Shira Ridge Wealth Management
California
$643K +$137K +2,360 +27%
VWA
166
VERITY Wealth Advisors
United States
$634K – – –
AIM
167
Aspen Investment Management
Michigan
$632K +$126K +2,169 +25%
IW
168
Instrumental Wealth
Florida
$630K +$630K +10,954 New
TLFA
169
True Link Financial Advisors
California
$613K – – –
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$601K -$23.2K -400 -4%
FNBSF
171
First National Bank Sioux Falls
South Dakota
$581K +$232K +4,000 +67%
GKWIM
172
Gerber Kawasaki Wealth & Investment Management
California
$576K +$3.89K +67 +0.7%
FAIM
173
Financial Advocates Investment Management
Washington
$572K -$22.4K -385 -4%
CIP
174
Capital Insight Partners
Arizona
$565K – – –
SFFS
175
Stonehage Fleming Financial Services
Jersey
$550K – – –
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7
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