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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 %
KWM
176
Kingsview Wealth Management
Oregon
$389K -$19.7K -342 -5%
ERIM
177
Eagle Ridge Investment Management
Connecticut
$386K +$7.54K +131 +2%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$384K – – –
LPP
179
Life Planning Partners
Florida
$378K – – –
Lido Advisors
180
Lido Advisors
California
$377K +$14.4K +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 +$2.2K +39 +0.6%
Fisher Asset Management
184
Fisher Asset Management
Washington
$373K -$323K -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 +$71.2K +1,237 +26%
SRWM
191
Shira Ridge Wealth Management
California
$346K +$14.4K +251 +4%
FNBSF
192
First National Bank Sioux Falls
South Dakota
$345K +$345K +6,000 New
CFC
193
Client First Capital
California
$338K -$34.9K -607 -9%
PTC
194
Private Trust Company
Ohio
$330K +$2.36K +41 +0.7%
KCM
195
KM Capital Management
Texas
$323K +$1.44K +25 +0.4%
ACA
196
Atlas Capital Advisors
Wyoming
$322K -$70.1K -1,218 -18%
AF
197
Allworth Financial
California
$318K +$35.2K +612 +12%
SCM
198
SOL Capital Management
Maryland
$305K – – –
AWS
199
Atria Wealth Solutions
New York
$300K +$1.32K +23 +0.4%
CCG
200
Catalina Capital Group
California
$298K +$298K +5,174 New
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8
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