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iShares California Muni Bond ETF
CMF

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

78% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 64

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

4% more funds holding

Funds holding: 247 → 257 (+10)

2% less capital invested

Capital invested by funds: $2.18B → $2.14B (-$38.1M)

4.65% less ownership

Funds ownership: 80.31% → 75.66% (-4.7%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.7%
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

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.3M
2
B
Bailard
California
+$29.8M
3
CSIA
Charles Schwab Investment Advisory
California
+$28.8M
4
Jane Street
Jane Street
New York
+$19.6M
5
FWI
Facet Wealth Inc
Maryland
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$89.4M
2
OGF
Orin Green Financial
California
-$19.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.4M
4
FCG
Financial Connections Group
California
-$15.5M
5
BlackRock
BlackRock
New York
-$9.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
176
Kingsview Wealth Management
Oregon
$389K -$19.7K -342 -5%
ERIM
177
Eagle Ridge Investment Management
Connecticut
$386K +$7.56K +131 +2%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$384K – – –
LPP
179
Life Planning Partners
Florida
$378K – – –
Lido Advisors
180
Lido Advisors
California
$377K +$14.5K +251 +4%
WS
181
Wedbush Securities
California
$376K – – –
NFG
182
Northeast Financial Group
Pennsylvania
$375K +$106K +1,837 +39%
MWS
183
Maxwell Wealth Strategies
California
$374K +$2.25K +39 +0.6%
Fisher Asset Management
184
Fisher Asset Management
Washington
$373K -$324K -5,619 -46%
WIC
185
Whitegate Investment Counselors
New Hampshire
$365K – – –
LCM
186
Leisure Capital Management
California
$362K -$1.52M -26,385 -81%
PF
187
Prosperitas Financial
California
$360K – – –
FWP
188
Falcon Wealth Planning
California
$354K – – –
VST
189
Van Strum & Towne
California
$351K – – –
PA
190
PFG Advisors
Arizona
$350K +$71.4K +1,237 +26%
SRWM
191
Shira Ridge Wealth Management
California
$346K +$14.5K +251 +4%
FNBSF
192
First National Bank Sioux Falls
South Dakota
$345K +$346K +6,000 New
CFC
193
Client First Capital
California
$338K -$35K -607 -9%
PTC
194
Private Trust Company
Ohio
$330K +$2.37K +41 +0.7%
KCM
195
KM Capital Management
Texas
$323K +$1.44K +25 +0.4%
ACA
196
Atlas Capital Advisors
Wyoming
$322K -$70.3K -1,218 -18%
AF
197
Allworth Financial
California
$318K +$35.3K +612 +12%
SCM
198
SOL Capital Management
Maryland
$305K – – –
AWS
199
Atria Wealth Solutions
New York
$300K +$1.33K +23 +0.4%
CCG
200
Catalina Capital Group
California
$298K +$299K +5,174 New
6 7
8
9 10

CMF Hedge Fund Activity: Q1 2024 in Review

257 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2024, worth a combined $2.14B — down 1.8% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CMF positions and 18 closed out — a net gain of 13 holders — while 114 added to existing stakes and 64 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $32.3M. The largest seller was Morgan Stanley, cutting an estimated $89.4M.

  • 257 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2024, up from 247 in Q4 2023.
  • Funds reported $2.14B of iShares California Muni Bond ETF stock for Q1 2024, down 1.8% quarter-over-quarter.
  • 31 funds opened new iShares California Muni Bond ETF positions in Q1 2024 and 18 closed out, a net change of +13 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2024 was Fidelity Investments, an estimated $32.3M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $89.4M sold.

Based on aggregated 13F filings for Q1 2024.