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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
251
HB Wealth Management
Georgia
$253K
EWA
252
Exencial Wealth Advisors
Oklahoma
$253K
FLPIM
253
F.L. Putnam Investment Management
Massachusetts
$251K
QPWM
254
Quadrant Private Wealth Management
Pennsylvania
$247K
MFG
255
Magnus Financial Group
New York
$247K
FC
256
FCA Corp
Texas
$246K
SEP
257
Southland Equity Partners
Missouri
$243K
Citigroup
258
Citigroup
New York
$242K
PAM
259
Palisade Asset Management
Minnesota
$241K
CGH
260
Crossmark Global Holdings
Texas
$240K
CA
261
Calton & Associates
Florida
$238K
Brown Advisory
262
Brown Advisory
Maryland
$223K
CIP
263
Cornerstone Investment Partners
Georgia
$221K
Corient Private Wealth
264
Corient Private Wealth
Florida
$217K
SCM
265
Stordahl Capital Management
Colorado
$207K
MCM
266
Morton Capital Management
California
$203K
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
IF
271
Integrity Financial
Wyoming
$150K
HNB
272
Huntington National Bank
Ohio
$147K
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$142K
CRFG
274
Columbia River Financial Group
Washington
$141K
CA
275
Continuum Advisory
Idaho
$136K