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iShares California Muni Bond ETF
CMF

Overview Fund Activity

270 hedge funds and large institutions have $2.56B invested in iShares California Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+20
Holders Change %
+8%
% of All Funds
3.91%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
34
Increased
122
Reduced
65
Closed
10
Calls
$291K
Puts
$262K
Net Calls
+$29K
Net Calls Change
-$56K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$770M
2
APM
a16z Perennial Management
California
$24.4M
3
FWI
Facet Wealth Inc
Maryland
$56.6M
4
Bank of America
Bank of America
North Carolina
$78.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$343M

Top Sellers

1
HW
Hamilton Wealth
California
$2.99M
2
DAS
Dynamic Advisor Solutions
Arizona
$1.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16M
4
Mariner
Mariner
Kansas
$46.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
201
AQR Capital Management
Connecticut
$366K +$366K +6,300 New
NAM
202
NorthCrest Asset Manangement
Minnesota
$366K +$366K +6,300 New
SWA
203
ShankerValleau Wealth Advisors
Illinois
$366K – – –
LCM
204
Leisure Capital Management
California
$366K -$17.7K -304 -5%
FPCP
205
Fort Point Capital Partners
California
$357K +$357K +6,136 New
Fisher Asset Management
206
Fisher Asset Management
Washington
$355K -$70.7K -1,217 -17%
VST
207
Van Strum & Towne
California
$354K – – –
EW
208
Elyxium Wealth
California
$352K +$352K +6,066 New
PIA
209
Perennial Investment Advisors
California
$348K -$9.82K -169 -3%
PF
210
Prosperitas Financial
California
$340K – – –
KWM
211
Kingsview Wealth Management
Oregon
$336K +$12.3K +212 +4%
KCM
212
KM Capital Management
Texas
$331K +$2.27K +39 +0.7%
BRWA
213
B. Riley Wealth Advisors
Florida
$328K +$71.8K +1,236 +28%
AF
214
Allworth Financial
California
$321K – – –
PA
215
PFG Advisors
Arizona
$317K -$48.4K -833 -13%
SPIA
216
Steward Partners Investment Advisory
New York
$314K +$256K +4,407 +443%
GI
217
GAMMA Investing
California
$312K +$266K +4,584 +580%
SCM
218
SOL Capital Management
Maryland
$308K – – –
WAS
219
WESPAC Advisors SoCal
California
$305K +$305K +5,256 New
CCG
220
Catalina Capital Group
California
$303K +$1.22K +21 +0.4%
LJAC
221
L.J. Altfest & Co
New York
$303K +$303K +5,218 New
CTA
222
Chesley Taft & Associates
Illinois
$296K – – –
Citigroup
223
Citigroup
New York
$282K +$23.2K +400 +9%
NRI
224
NFP Retirement Inc
California
$280K – – –
SWP
225
Stratos Wealth Partners
Ohio
$276K – – –
7 8
9
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