iShares California Muni Bond ETF
273 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 36 funds opening new positions, 123 increasing their positions, 65 reducing their positions, and 10 closing their positions.
1,478% more capital inflows, than outflows
Capital inflows: $390M | Capital outflows: $24.7M
260% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 10
89% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 65
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+6)
11% more call options, than puts
Call options by funds: $291K | Put options by funds: $262K
9% more funds holding
Funds holding: 251 → 273 (+22)
2.51% more ownership
Funds ownership: 75.05% → 77.56% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$210M |
| 2 |
Facet Wealth Inc
Baltimore,
Maryland
|
+$23.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$18.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.1M |
| 5 |
a16z Perennial Management
Menlo Park,
California
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hamilton Wealth
Encino,
California
|
-$4.57M |
| 2 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.02M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.53M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.53M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$1.1M |
CMF Hedge Fund Activity: Q3 2024 in Review
273 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q3 2024, worth a combined $2.56B — up 20% from $2.14B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CMF positions and 10 closed out — a net gain of 26 holders — while 123 added to existing stakes and 65 trimmed.
The largest buyer was Charles Schwab, adding an estimated $210M. The largest seller was Hamilton Wealth, cutting an estimated $4.57M.
- 273 institutional investors held iShares California Muni Bond ETF (CMF) as of Q3 2024, up from 251 in Q2 2024.
- Funds reported $2.56B of iShares California Muni Bond ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 36 funds opened new iShares California Muni Bond ETF positions in Q3 2024 and 10 closed out, a net change of +26 holders.
- The largest iShares California Muni Bond ETF buyer in Q3 2024 was Charles Schwab, an estimated $210M added.
- The largest iShares California Muni Bond ETF seller in Q3 2024 was Hamilton Wealth, an estimated $4.57M sold.
Based on aggregated 13F filings for Q3 2024.