iShares California Muni Bond ETF
251 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 19 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 22 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 64
33% more call options, than puts
Call options by funds: $341K | Put options by funds: $256K
0% more capital invested
Capital invested by funds: $2.14B → $2.14B (+$376K)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0.61% less ownership
Funds ownership: 75.66% → 75.05% (-0.61%)
2% less funds holding
Funds holding: 257 → 251 (-6)
14% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$547M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.7M |
| 3 |
OGF
Orin Green Financial
San Diego,
California
|
+$19.6M |
| 4 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$14M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$9.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$20.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$16.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.43M |
| 4 |
MWAM
Manhattan West Asset Management
Los Angeles,
California
|
-$6.55M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$6.06M |
CMF Hedge Fund Activity: Q2 2024 in Review
251 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2024, worth a combined $2.14B — up 0.02% from $2.14B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of CMF and 19 opened new positions — a net loss of 3 holders — while 64 trimmed existing stakes and 111 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $547M. The largest seller was Jane Street, exiting entirely with an estimated $20.2M sold.
- 251 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2024, down from 257 in Q1 2024.
- Funds reported $2.14B of iShares California Muni Bond ETF stock for Q2 2024, up 0.02% quarter-over-quarter.
- 19 funds opened new iShares California Muni Bond ETF positions in Q2 2024 and 22 closed out, a net change of -3 holders.
- The largest iShares California Muni Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $547M added.
- The largest iShares California Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2024.