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iShares California Muni Bond ETF
CMF

300 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, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $2.56B → $2.93B (+$370M)

11% more funds holding

Funds holding: 271 → 300 (+29)

3.06% more ownership

Funds ownership: 77.55% → 80.61% (+3.1%)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

Holders
300
Holders Change
+29
Holders Change %
+10.7%
% of All Funds
3.95%
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
54
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$391M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26.8M
3
Bank of America
Bank of America
North Carolina
+$19.3M
4
B
Bailard
California
+$12.3M
5
FWI
Facet Wealth Inc
Maryland
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$129M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.6M
3
OGF
Orin Green Financial
California
-$20.8M
4
AFP
Alpha Financial Partners
Kentucky
-$5.38M
5
Jane Street
Jane Street
New York
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
176
Atria Wealth Solutions
New York
$689K +$26.9K +468 +4%
DIA
177
Davidson Investment Advisors
Montana
$668K +$32.7K +569 +5%
APP
178
Avantax Planning Partners
Iowa
$665K -$33.4K -580 -5%
IW
179
Instrumental Wealth
Florida
$658K +$32.3K +561 +5%
TLFA
180
True Link Financial Advisors
California
$656K +$51.8K +900 +9%
IAG
181
Investment Advisory Group
Massachusetts
$653K – – –
SVWG
182
Shared Vision Wealth Group
United States
$651K +$288 +5 +0%
Citadel Advisors
183
Citadel Advisors
Florida
$625K -$293K -5,092 -32%
VWA
184
VERITY Wealth Advisors
United States
$625K – – –
AIM
185
Aspen Investment Management
Michigan
$623K – – –
TWA
186
Trace Wealth Advisors
California
$599K +$601K +10,452 New
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$590K – – –
Millennium Management
188
Millennium Management
New York
$588K +$590K +10,264 New
FNBSF
189
First National Bank Sioux Falls
South Dakota
$586K +$12.8K +222 +2%
FAIM
190
Financial Advocates Investment Management
Washington
$544K -$19.7K -343 -3%
IWM
191
Integris Wealth Management
California
$528K – – –
SFA
192
Sequoia Financial Advisors
Ohio
$520K +$522K +9,073 New
FWP
193
Falcon Wealth Planning
California
$516K +$253K +4,393 +95%
BJL
194
Brighton Jones LLC
Washington
$502K – – –
NFG
195
Northeast Financial Group
Pennsylvania
$497K +$36.7K +638 +8%
CCM
196
Coldstream Capital Management
Washington
$495K +$5.17K +90 +1%
LPP
197
Life Planning Partners
Florida
$478K +$51.8K +900 +12%
ACA
198
Atlas Capital Advisors
Wyoming
$474K +$81.1K +1,410 +21%
IC
199
IEQ Capital
California
$462K -$2.59K -45 -0.6%
NCM
200
Neumann Capital Management
California
$458K – – –
6 7
8
9 10

CMF Hedge Fund Activity: Q4 2024 in Review

300 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2024, worth a combined $2.93B — up 14% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CMF positions and 24 closed out — a net gain of 33 holders — while 143 added to existing stakes and 54 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $391M. The largest seller was Charles Schwab, cutting an estimated $129M.

  • 300 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $2.93B of iShares California Muni Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 57 funds opened new iShares California Muni Bond ETF positions in Q4 2024 and 24 closed out, a net change of +33 holders.
  • The largest iShares California Muni Bond ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $391M added.
  • The largest iShares California Muni Bond ETF seller in Q4 2024 was Charles Schwab, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2024.