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iShares California Muni Bond ETF
CMF

Overview Fund Activity

298 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, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+28
Holders Change %
+10.37%
% of All Funds
3.97%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
57
Increased
143
Reduced
53
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$391M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$42.5M
3
Bank of America
3
Bank of America
North Carolina
$97M
4
B
4
Bailard
California
$60.9M
5
FWI
5
Facet Wealth Inc
Maryland
$65.4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$630M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$317M
3
OGF
3
Orin Green Financial
California
$21.2M
4
AFP
4
Alpha Financial Partners
Kentucky
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$630M -$129M -2,250,461 -17%
Wealthfront Advisers
2
Wealthfront Advisers
California
$391M +$390M +6,807,783 +34,881%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$317M -$21.5M -375,259 -6%
Morgan Stanley
4
Morgan Stanley
New York
$105M +$2.51M +43,898 +2%
Bank of America
5
Bank of America
North Carolina
$97M +$19.2M +335,577 +25%
EWA
6
EP Wealth Advisors
California
$81.5M +$6.52M +113,763 +9%
FWI
7
Facet Wealth Inc
Maryland
$65.4M +$8.94M +156,961 +16%
B
8
Bailard
California
$60.9M +$12.2M +213,617 +25%
Mariner
9
Mariner
Kansas
$50.5M +$4.74M +82,766 +10%
LPL Financial
10
LPL Financial
California
$47.3M +$4.86M +84,863 +11%
UBS Group
11
UBS Group
Switzerland
$45.4M -$2.63M -45,989 -5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$42.5M +$26.6M +465,247 +169%
Wells Fargo
13
Wells Fargo
California
$37.4M -$1.08M -18,800 -3%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$34.3M -$2.49M -43,392 -7%
FFA
15
First Foundation Advisors
California
$32.2M +$958K +16,717 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$27.8M +$1.64M +28,621 +6%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$27.1M +$3.57M +62,245 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$25.7M +$1.25M +21,745 +5%
APM
19
a16z Perennial Management
California
$23.9M – – –
BC
20
Brio Consultants
California
$23.6M +$202K +3,534 +0.9%
RBCM
21
Raub Brock Capital Management
California
$23.6M +$222K +3,880 +1%
BlackRock
22
BlackRock
New York
$21.3M +$8M +139,660 +60%
OGF
23
Orin Green Financial
California
$21.2M -$21M -362,087 Closed
RWP
24
RWA Wealth Partners
Massachusetts
$21M +$278K +4,860 +1%
OWM
25
Opes Wealth Management
California
$19.7M +$1.14M +19,878 +6%
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