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iShares California Muni Bond ETF
CMF

Overview Fund Activity

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
Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.73%
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

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$299M
2
B
2
Bailard
California
$38.1M
3
CSIA
3
Charles Schwab Investment Advisory
California
$551M
4
Jane Street
4
Jane Street
New York
$20.2M
5
FWI
5
Facet Wealth Inc
Maryland
$26.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
OGF
2
Orin Green Financial
California
$19.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M
4
FCG
4
Financial Connections Group
California
$0
5
BlackRock
5
BlackRock
New York
$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWG
201
Shared Vision Wealth Group
United States
$297K +$115 +2 +0%
CTA
202
Chesley Taft & Associates
Illinois
$293K +$293K +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 +$263K +3,580 New
BRWA
208
B. Riley Wealth Advisors
Florida
$261K +$21.3K +388 +9%
FC
209
FCA Corp
Texas
$258K – – –
CA
210
Calton & Associates
Florida
$257K -$1.38K -24 -0.5%
Citigroup
211
Citigroup
New York
$256K -$8.63K -150 -3%
WCG
212
Weaver Consulting Group
California
$252K +$115 +2 +0%
PCMC
213
Paragon Capital Management (Colorado)
Colorado
$249K +$47.1K +818 +23%
SEP
214
Southland Equity Partners
Missouri
$248K +$248K +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 +$3.91K +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 +$223K +3,874 New
Brown Advisory
224
Brown Advisory
Maryland
$222K +$222K +3,857 New
TSS
225
Two Sigma Securities
New York
$219K +$219K +3,809 New
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9
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