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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
Wealthfront Advisers
California
$391M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.5M
3
Bank of America
Bank of America
North Carolina
$97M
4
B
Bailard
California
$60.9M
5
FWI
Facet Wealth Inc
Maryland
$65.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$630M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$317M
3
OGF
Orin Green Financial
California
$21.2M
4
AFP
Alpha Financial Partners
Kentucky
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
176
Davidson Investment Advisors
Montana
$668K +$32.6K +569 +5%
APP
177
Avantax Planning Partners
Iowa
$665K -$33.2K -580 -5%
IW
178
Instrumental Wealth
Florida
$658K +$32K +561 +5%
TLFA
179
True Link Financial Advisors
California
$656K +$51.6K +900 +9%
IAG
180
Investment Advisory Group
Massachusetts
$653K – – –
SVWG
181
Shared Vision Wealth Group
United States
$651K +$286 +5 +0%
Citadel Advisors
182
Citadel Advisors
Florida
$625K -$292K -5,092 -32%
VWA
183
VERITY Wealth Advisors
United States
$625K – – –
AIM
184
Aspen Investment Management
Michigan
$623K – – –
TWA
185
Trace Wealth Advisors
California
$599K +$599K +10,452 New
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$590K – – –
Millennium Management
187
Millennium Management
New York
$588K +$588K +10,264 New
FNBSF
188
First National Bank Sioux Falls
South Dakota
$586K +$12.7K +222 +2%
FAIM
189
Financial Advocates Investment Management
Washington
$544K -$19.6K -343 -3%
IWM
190
Integris Wealth Management
California
$528K – – –
SFA
191
Sequoia Financial Advisors
Ohio
$520K +$520K +9,073 New
FWP
192
Falcon Wealth Planning
California
$516K +$252K +4,393 +95%
BJL
193
Brighton Jones LLC
Washington
$502K – – –
NFG
194
Northeast Financial Group
Pennsylvania
$497K +$36.5K +638 +8%
CCM
195
Coldstream Capital Management
Washington
$495K +$5.16K +90 +1%
LPP
196
Life Planning Partners
Florida
$478K +$51.6K +900 +12%
ACA
197
Atlas Capital Advisors
Wyoming
$474K +$80.8K +1,410 +21%
IC
198
IEQ Capital
California
$462K -$2.58K -45 -0.6%
NCM
199
Neumann Capital Management
California
$458K – – –
WWP
200
Waypoint Wealth Partners
California
$458K – – –
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8
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