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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 %
IWM
176
Integris Wealth Management
California
$535K – – –
BJL
177
Brighton Jones LLC
Washington
$509K -$19.6K -338 -4%
CCM
178
Coldstream Capital Management
Washington
$497K – – –
IC
179
IEQ Capital
California
$472K +$3.2K +55 +0.7%
NFG
180
Northeast Financial Group
Pennsylvania
$467K +$76.6K +1,318 +20%
NCM
181
Neumann Capital Management
California
$465K -$511K -8,800 -52%
WWP
182
Waypoint Wealth Partners
California
$465K – – –
PCMC
183
Paragon Capital Management (Colorado)
Colorado
$457K +$179K +3,083 +65%
Goldman Sachs
184
Goldman Sachs
New York
$444K -$162K -2,785 -27%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$433K -$5.12K -88 -1%
NL
186
NDWM LLC
California
$432K – – –
LPP
187
Life Planning Partners
Florida
$432K +$50.9K +876 +13%
ACI
188
Alpha Cubed Investments
California
$422K +$422K +7,269 New
CSIC
189
Clifford Swan Investment Counsel
California
$407K – – –
WPC
190
White Pine Capital
Minnesota
$407K +$407K +7,000 New
ACA
191
Atlas Capital Advisors
Wyoming
$399K +$31.7K +546 +9%
ERIM
192
Eagle Ridge Investment Management
Connecticut
$398K +$3.08K +53 +0.8%
SFS
193
Strategic Financial Services
New York
$398K +$398K +6,844 New
HWP
194
Highline Wealth Partners
California
$395K -$20.4K -351 -5%
PTC
195
Private Trust Company
Ohio
$388K +$581 +10 +0.1%
CTWM
196
Cherry Tree Wealth Management
Minnesota
$388K – – –
AWA
197
Archvest Wealth Advisors
California
$382K +$382K +6,569 New
MWS
198
Maxwell Wealth Strategies
California
$381K – – –
Lido Advisors
199
Lido Advisors
California
$370K -$25.7K -442 -6%
WIC
200
Whitegate Investment Counselors
New Hampshire
$369K – – –
6 7
8
9 10