CMF icon

iShares California Muni Bond ETF

250 hedge funds and large institutions have $2.14B invested in iShares California Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-7
Holders Change %
-2.72%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
111
Reduced
64
Closed
22
Calls
$341K
Puts
$256K
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
201
Atria Wealth Solutions
New York
$299K +$2.05K +36 +0.7%
CCG
202
Catalina Capital Group
California
$296K +$1.2K +21 +0.4%
CTA
203
Chesley Taft & Associates
Illinois
$290K
NRI
204
NFP Retirement Inc
California
$274K
PCMC
205
Paragon Capital Management (Colorado)
Colorado
$272K +$25.6K +450 +10%
SWP
206
Stratos Wealth Partners
Ohio
$270K
EH
207
Equitable Holdings
New York
$264K +$1.82K +32 +0.7%
RSS
208
Rosenblum Silverman Sutton
California
$262K
EWA
209
Exencial Wealth Advisors
Oklahoma
$257K +$12.7K +223 +5%
FC
210
FCA Corp
Texas
$255K
FFA
211
Farther Finance Advisors
California
$254K +$208K +3,664 +447%
Citigroup
212
Citigroup
New York
$253K
BRWA
213
B. Riley Wealth Advisors
Florida
$250K -$20.7K -364 -8%
WCG
214
Weaver Consulting Group
California
$250K +$114 +2 +0%
SEP
215
Southland Equity Partners
Missouri
$246K
VFPI
216
Vantage Financial Partners (Illinois)
Illinois
$245K
AWM
217
Apollon Wealth Management
South Carolina
$240K
CSWM
218
Cassady Schiller Wealth Management
Ohio
$239K
D
219
Diversified
Delaware
$236K +$236K +4,142 New
AWE
220
Avidian Wealth Enterprises
Texas
$233K
I
221
IMPACTfolio
Colorado
$229K +$229K +4,029 New
CA
222
Calton & Associates
Florida
$226K -$28K -493 -11%
Brown Advisory
223
Brown Advisory
Maryland
$221K +$1.48K +26 +0.7%
HWM
224
HB Wealth Management
Georgia
$206K
MCM
225
Morton Capital Management
California
$200K -$33.2K -583 -14%