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iShares California Muni Bond ETF
CMF

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

78% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 64

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

4% more funds holding

Funds holding: 247 → 257 (+10)

2% less capital invested

Capital invested by funds: $2.18B → $2.14B (-$38.1M)

4.65% less ownership

Funds ownership: 80.31% → 75.66% (-4.7%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.7%
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

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.3M
2
B
Bailard
California
+$29.8M
3
CSIA
Charles Schwab Investment Advisory
California
+$28.8M
4
Jane Street
Jane Street
New York
+$19.6M
5
FWI
Facet Wealth Inc
Maryland
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$89.4M
2
OGF
Orin Green Financial
California
-$19.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.4M
4
FCG
Financial Connections Group
California
-$15.5M
5
BlackRock
BlackRock
New York
-$9.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
SVWG
201
Shared Vision Wealth Group
United States
$297K +$115 +2 +0%
CTA
202
Chesley Taft & Associates
Illinois
$293K +$294K +5,100 New
NRI
203
NFP Retirement Inc
California
$277K – – –
SWP
204
Stratos Wealth Partners
Ohio
$273K – – –
EH
205
Equitable Holdings
New York
$266K +$1.15K +20 +0.4%
RSS
206
Rosenblum Silverman Sutton
California
$265K +$265K +4,600 New
SAG
207
SageView Advisory Group
California
$263K +$207K +3,580 New
BRWA
208
B. Riley Wealth Advisors
Florida
$261K +$22.4K +388 +9%
FC
209
FCA Corp
Texas
$258K – – –
CA
210
Calton & Associates
Florida
$257K -$1.39K -24 -0.5%
Citigroup
211
Citigroup
New York
$256K -$8.65K -150 -3%
WCG
212
Weaver Consulting Group
California
$252K +$115 +2 +0%
PCMC
213
Paragon Capital Management (Colorado)
Colorado
$249K +$47.2K +818 +23%
SEP
214
Southland Equity Partners
Missouri
$248K +$249K +4,318 New
VFPI
215
Vantage Financial Partners (Illinois)
Illinois
$247K – – –
EWA
216
Exencial Wealth Advisors
Oklahoma
$247K – – –
AWM
217
Apollon Wealth Management
South Carolina
$243K – – –
PIA
218
Perennial Investment Advisors
California
$242K +$58 +1 +0%
CSWM
219
Cassady Schiller Wealth Management
Ohio
$242K +$29.9K +519 +14%
SCI
220
Silver Coast Investments
United States
$239K +$3.92K +68 +2%
MCM
221
Morton Capital Management
California
$236K +$1.04K +18 +0.4%
AWE
222
Avidian Wealth Enterprises
Texas
$236K – – –
GKWIM
223
Gerber Kawasaki Wealth & Investment Management
California
$223K +$224K +3,874 New
Brown Advisory
224
Brown Advisory
Maryland
$222K +$223K +3,857 New
TSS
225
Two Sigma Securities
New York
$219K +$220K +3,809 New
7 8
9
10 11

CMF Hedge Fund Activity: Q1 2024 in Review

257 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2024, worth a combined $2.14B — down 1.8% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CMF positions and 18 closed out — a net gain of 13 holders — while 114 added to existing stakes and 64 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $32.3M. The largest seller was Morgan Stanley, cutting an estimated $89.4M.

  • 257 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2024, up from 247 in Q4 2023.
  • Funds reported $2.14B of iShares California Muni Bond ETF stock for Q1 2024, down 1.8% quarter-over-quarter.
  • 31 funds opened new iShares California Muni Bond ETF positions in Q1 2024 and 18 closed out, a net change of +13 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2024 was Fidelity Investments, an estimated $32.3M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $89.4M sold.

Based on aggregated 13F filings for Q1 2024.