CMF icon

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

Top Sellers

1
HW
1
Hamilton Wealth
California
$2.99M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$1.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$16M
4
Mariner
4
Mariner
Kansas
$46.4M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$770M +$212M +3,640,060 +38%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$343M +$15.2M +261,806 +5%
Morgan Stanley
3
Morgan Stanley
New York
$104M +$260K +4,477 +0.2%
Bank of America
4
Bank of America
North Carolina
$78.9M +$18.2M +313,934 +30%
EWA
5
EP Wealth Advisors
California
$76.1M +$2.06M +35,505 +3%
FWI
6
Facet Wealth Inc
Maryland
$56.6M +$23.3M +408,037 +70%
B
7
Bailard
California
$49.4M +$7.98M +137,348 +19%
UBS Group
8
UBS Group
Switzerland
$48.8M +$1.61M +27,734 +3%
Mariner
9
Mariner
Kansas
$46.4M -$1.55M -26,592 -3%
LPL Financial
10
LPL Financial
California
$43M +$2.93M +50,396 +7%
Wells Fargo
11
Wells Fargo
California
$39M +$4.66M +80,271 +14%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$37.4M -$269K -4,624 -0.7%
FFA
13
First Foundation Advisors
California
$31.7M -$971K -16,711 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$26.5M +$1.05M +18,142 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.8M +$4.33M +74,590 +21%
APM
16
a16z Perennial Management
California
$24.4M +$24.4M +226,366 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$23.9M +$3.12M +53,700 +15%
BC
18
Brio Consultants
California
$23.7M +$3.91M +67,323 +20%
RBCM
19
Raub Brock Capital Management
California
$23.7M -$52.9K -910 -0.2%
OGF
20
Orin Green Financial
California
$21M +$996K +17,139 +5%
RWP
21
RWA Wealth Partners
Massachusetts
$21M +$1.69M +29,151 +9%
OWM
22
Opes Wealth Management
California
$18.9M -$265K -4,563 -1%
MWAM
23
Manhattan West Asset Management
California
$18.5M +$189K +3,254 +1%
SC
24
Slow Capital
California
$18.4M +$1.21M +20,787 +7%
AllianceBernstein
25
AllianceBernstein
Tennessee
$16.8M +$1.75M +30,179 +12%
1
2 3 4 5