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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 %
WRPWM
151
Werba Rubin Papier Wealth Management
California
$987K +$330K +7,570 +50%
CF
152
Conquis Financial
California
$981K +$981K +17,118 New
PFS
153
Prospera Financial Services
Texas
$973K +$973K +16,995 New
TDWM
154
Topel & Distasi Wealth Management
California
$973K – – –
EGM
155
Engineers Gate Manager
New York
$959K +$959K +16,746 New
LA
156
LM Advisors
California
$932K – – –
LI
157
LifeWealth Investments
Florida
$905K +$905K +15,806 New
BCM
158
Boltwood Capital Management
California
$857K -$14.3K -250 -2%
TBWA
159
Three Bridge Wealth Advisors
California
$838K +$51.4K +898 +7%
GKWIM
160
Gerber Kawasaki Wealth & Investment Management
California
$804K +$236K +4,113 +41%
TF
161
TME Financial
California
$770K +$770K +13,243 New
CAM
162
Cresset Asset Management
Illinois
$757K +$757K +13,210 New
TIAM2
163
Tru Independence Asset Management 2
Oregon
$748K – – –
ASG
164
Ariston Services Group
California
$737K – – –
TF
165
Tenon Financial
New Jersey
$734K – – –
FMTC
166
Farmers & Merchants Trust Company
California
$728K +$34.9K +609 +5%
CIP
167
Capital Insight Partners
Arizona
$727K +$170K +2,975 +31%
GWS
168
Greykasell Wealth Strategies
California
$725K +$725K +12,662 New
Comerica Bank
169
Comerica Bank
Texas
$723K +$50.2K +877 +7%
BA
170
Bristlecone Advisors
Washington
$716K +$48.2K +841 +7%
NL
171
NDWM LLC
California
$716K +$290K +5,057 +68%
MCM
172
Mattern Capital Management
Colorado
$706K +$60.1K +1,049 +9%
AP
173
Adero Partners
California
$703K – – –
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$702K +$702K +12,367 New
AWS
175
Atria Wealth Solutions
New York
$689K +$26.8K +468 +4%
5 6
7
8 9