iShares California Muni Bond ETF
300 hedge funds and large institutions have $2.93B invested in iShares California Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 24 closing their positions.
165% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 54
138% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 24
14% more capital invested
Capital invested by funds: $2.56B → $2.93B (+$370M)
11% more funds holding
Funds holding: 271 → 300 (+29)
3.06% more ownership
Funds ownership: 77.55% → 80.61% (+3.1%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$391M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$26.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.3M |
| 4 |
B
Bailard
Foster City,
California
|
+$12.3M |
| 5 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$129M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.6M |
| 3 |
OGF
Orin Green Financial
San Diego,
California
|
-$20.8M |
| 4 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
-$5.38M |
| 5 |
Jane Street
New York
|
-$3.06M |
CMF Hedge Fund Activity: Q4 2024 in Review
300 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q4 2024, worth a combined $2.93B — up 14% from $2.56B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new CMF positions and 24 closed out — a net gain of 33 holders — while 143 added to existing stakes and 54 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $391M. The largest seller was Charles Schwab, cutting an estimated $129M.
- 300 institutional investors held iShares California Muni Bond ETF (CMF) as of Q4 2024, up from 271 in Q3 2024.
- Funds reported $2.93B of iShares California Muni Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 57 funds opened new iShares California Muni Bond ETF positions in Q4 2024 and 24 closed out, a net change of +33 holders.
- The largest iShares California Muni Bond ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $391M added.
- The largest iShares California Muni Bond ETF seller in Q4 2024 was Charles Schwab, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2024.