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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 %
CSIA
1
Charles Schwab Investment Advisory
California
$551M +$28.7M +498,699 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$299M +$32.2M +560,129 +12%
Morgan Stanley
3
Morgan Stanley
New York
$103M -$89.1M -1,549,237 -46%
EWA
4
EP Wealth Advisors
California
$72.7M -$209K -3,629 -0.3%
Bank of America
5
Bank of America
North Carolina
$64.7M -$1.71M -29,766 -3%
UBS Group
6
UBS Group
Switzerland
$49.2M -$2.2M -38,220 -4%
Mariner
7
Mariner
Kansas
$43.7M +$1.84M +31,945 +4%
LPL Financial
8
LPL Financial
California
$41.2M +$1.88M +32,747 +5%
B
9
Bailard
California
$38.1M +$29.7M +516,719 +354%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$36.9M +$861K +14,967 +2%
Wells Fargo
11
Wells Fargo
California
$36M +$1.22M +21,226 +4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$34.3M -$8.69M -150,982 -20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$33.7M -$18.3M -318,125 -35%
FFA
14
First Foundation Advisors
California
$32M +$8.18M +142,075 +34%
FWI
15
Facet Wealth Inc
Maryland
$26.5M +$9.95M +174,372 +60%
MWAM
16
Manhattan West Asset Management
California
$24.8M -$310K -5,393 -1%
RBCM
17
Raub Brock Capital Management
California
$23.5M -$577K -10,020 -2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$22.9M -$8M -139,047 -26%
SC
19
Slow Capital
California
$22.6M -$1.73M -30,117 -7%
Jane Street
20
Jane Street
New York
$20.2M +$19.5M +339,683 +3,084%
OGF
21
Orin Green Financial
California
$19.6M -$19.2M -330,689 Closed
OWM
22
Opes Wealth Management
California
$19.6M +$2.65M +45,969 +16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$19.6M +$682K +11,853 +4%
RWP
24
RWA Wealth Partners
Massachusetts
$19.2M +$82.8K +1,439 +0.4%
BC
25
Brio Consultants
California
$17.5M +$1.47M +25,624 +9%
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