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iShares California Muni Bond ETF
CMF

Overview Fund Activity

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

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$546M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$321M
3
OGF
3
Orin Green Financial
California
$19.6M
4
FCG
4
Financial Connections Group
California
$14M
5
OIA
5
OneDigital Investment Advisors
Kansas
$10M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.9M
4
MWAM
4
Manhattan West Asset Management
California
$18M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$546M +$546M +9,605,110 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$321M +$25.7M +451,055 +9%
Morgan Stanley
3
Morgan Stanley
New York
$102M +$29.7K +523 +0%
EWA
4
EP Wealth Advisors
California
$72.4M +$629K +11,062 +0.9%
Bank of America
5
Bank of America
North Carolina
$59.4M -$4.53M -79,689 -7%
Mariner
6
Mariner
Kansas
$46.9M +$3.74M +65,828 +9%
UBS Group
7
UBS Group
Switzerland
$46.2M -$2.52M -44,250 -5%
B
8
Bailard
California
$40.5M +$2.81M +49,388 +7%
LPL Financial
9
LPL Financial
California
$39.3M -$1.48M -25,945 -4%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$36.8M +$341K +5,990 +0.9%
Wells Fargo
11
Wells Fargo
California
$33.6M -$2M -35,213 -6%
FWI
12
Facet Wealth Inc
Maryland
$33.5M +$6.91M +120,444 +26%
FFA
13
First Foundation Advisors
California
$32M +$302K +5,310 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$24.9M -$8.42M -148,109 -25%
RBCM
15
Raub Brock Capital Management
California
$23.2M -$17.9K -315 -0.1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$20.3M +$4.16M +73,075 +26%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$20M +$666K +11,714 +3%
OGF
18
Orin Green Financial
California
$19.6M +$19.6M +344,948 New
BC
19
Brio Consultants
California
$19.4M +$2.1M +36,857 +12%
RWP
20
RWA Wealth Partners
Massachusetts
$18.9M -$104K -1,837 -0.6%
OWM
21
Opes Wealth Management
California
$18.7M -$607K -10,677 -3%
MWAM
22
Manhattan West Asset Management
California
$18M -$6.55M -115,119 -27%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$17.2M -$16.7M -293,839 -49%
SC
24
Slow Capital
California
$16.8M -$5.54M -97,365 -25%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$15.5M -$5.64M -106,486 -27%
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