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iShares California Muni Bond ETF
CMF

251 hedge funds and large institutions have $2.14B invested in iShares California Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 64

33% more call options, than puts

Call options by funds: $341K | Put options by funds: $256K

0% more capital invested

Capital invested by funds: $2.14B → $2.14B (+$376K)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

0.61% less ownership

Funds ownership: 75.66% → 75.05% (-0.61%)

2% less funds holding

Funds holding: 257 → 251 (-6)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
19
Increased
111
Reduced
64
Closed
22
Calls
$341K
Puts
$256K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$547M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.7M
3
OGF
Orin Green Financial
California
+$19.6M
4
FCG
Financial Connections Group
California
+$14M
5
OIA
OneDigital Investment Advisors
Kansas
+$9.25M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$20.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.43M
4
MWAM
Manhattan West Asset Management
California
-$6.55M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
176
Lido Advisors
California
$387K +$14.9K +262 +4%
ERIM
177
Eagle Ridge Investment Management
Connecticut
$387K +$4.89K +86 +1%
NFG
178
Northeast Financial Group
Pennsylvania
$382K +$11.9K +210 +3%
PTC
179
Private Trust Company
Ohio
$380K +$53.1K +934 +16%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$379K – – –
MWS
181
Maxwell Wealth Strategies
California
$378K – – –
LCM
182
Leisure Capital Management
California
$375K +$17.3K +304 +5%
LPP
183
Life Planning Partners
Florida
$373K – – –
WS
184
Wedbush Securities
California
$371K – – –
WIC
185
Whitegate Investment Counselors
New Hampshire
$361K – – –
ACA
186
Atlas Capital Advisors
Wyoming
$359K +$40.8K +717 +13%
SWA
187
ShankerValleau Wealth Advisors
Illinois
$358K -$59K -1,036 -14%
PA
188
PFG Advisors
Arizona
$357K +$11.8K +208 +3%
PIA
189
Perennial Investment Advisors
California
$350K +$111K +1,947 +46%
VST
190
Van Strum & Towne
California
$347K – – –
FNBSF
191
First National Bank Sioux Falls
South Dakota
$341K – – –
PF
192
Prosperitas Financial
California
$340K – – –
CW
193
CreativeOne Wealth
Kansas
$338K -$285K -5,017 -46%
CFC
194
Client First Capital
California
$334K – – –
KCM
195
KM Capital Management
Texas
$322K +$2.22K +39 +0.7%
KWM
196
Kingsview Wealth Management
Oregon
$317K -$67.8K -1,191 -18%
AF
197
Allworth Financial
California
$316K – – –
FWP
198
Falcon Wealth Planning
California
$310K -$40.5K -711 -12%
OMC
199
Old Mission Capital
Illinois
$309K +$309K +5,435 New
SCM
200
SOL Capital Management
Maryland
$301K – – –
6 7
8
9 10

CMF Hedge Fund Activity: Q2 2024 in Review

251 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2024, worth a combined $2.14B — up 0.02% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CMF and 19 opened new positions — a net loss of 3 holders — while 64 trimmed existing stakes and 111 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $547M. The largest seller was Jane Street, exiting entirely with an estimated $20.2M sold.

  • 251 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2024, down from 257 in Q1 2024.
  • Funds reported $2.14B of iShares California Muni Bond ETF stock for Q2 2024, up 0.02% quarter-over-quarter.
  • 19 funds opened new iShares California Muni Bond ETF positions in Q2 2024 and 22 closed out, a net change of -3 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $547M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2024.