CMF icon

iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
251
HB Wealth Management
Georgia
$253K
EWA
252
Exencial Wealth Advisors
Oklahoma
$253K +$4.62K +82 +2%
FLPIM
253
F.L. Putnam Investment Management
Massachusetts
$251K
QPWM
254
Quadrant Private Wealth Management
Pennsylvania
$247K -$59.9K -1,065 -20%
MFG
255
Magnus Financial Group
New York
$247K +$957 +17 +0.4%
FC
256
FCA Corp
Texas
$246K -$6.42K -114 -3%
SEP
257
Southland Equity Partners
Missouri
$243K
Citigroup
258
Citigroup
New York
$242K -$45K -800 -16%
PAM
259
Palisade Asset Management
Minnesota
$241K +$241K +4,281 New
CGH
260
Crossmark Global Holdings
Texas
$240K +$240K +4,270 New
CA
261
Calton & Associates
Florida
$238K +$12.9K +230 +6%
Brown Advisory
262
Brown Advisory
Maryland
$223K +$1.01K +18 +0.5%
CIP
263
Cornerstone Investment Partners
Georgia
$221K +$221K +3,923 New
Corient Private Wealth
264
Corient Private Wealth
Florida
$217K +$217K +3,851 New
SCM
265
Stordahl Capital Management
Colorado
$207K +$207K +3,673 New
MCM
266
Morton Capital Management
California
$203K +$957 +17 +0.5%
SAM
267
Sherman Asset Management
California
$201K
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$196K
BCPWM
269
Bradley & Co Private Wealth Management
Florida
$180K
CPA
270
Cardiff Park Advisors
California
$168K +$788 +14 +0.5%
IF
271
Integrity Financial
Wyoming
$150K -$101K -1,797 -40%
HNB
272
Huntington National Bank
Ohio
$147K -$150K
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$142K -$2.25K -40 -2%
CRFG
274
Columbia River Financial Group
Washington
$141K +$141K +2,508 New
CA
275
Continuum Advisory
Idaho
$136K