CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

312 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+9
Holders Change %
+2.97%
% of All Funds
4.18%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
36
Increased
113
Reduced
113
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$42.4M
2
FWI
Facet Wealth Inc
Maryland
+$13.7M
3
B
Bailard
California
+$10.7M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$9.78M
5
ALA
Atlas Legacy Advisors
California
+$9.29M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$142M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$135M
3
RBCM
Raub Brock Capital Management
California
-$23.2M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$16.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$274K +$9.14K +164 +3%
NRI
252
NFP Retirement Inc
California
$272K +$2.06K +37 +0.8%
SWMG
253
Sanchez Wealth Management Group
Florida
$268K -$93.9K -1,685 -26%
EWA
254
Exencial Wealth Advisors
Oklahoma
$256K +$5.85K +105 +2%
HWM
255
HB Wealth Management
Georgia
$250K – – –
SVWG
256
Shared Vision Wealth Group
United States
$250K -$380K -6,855 -60%
FLPIM
257
F.L. Putnam Investment Management
Massachusetts
$248K – – –
MFG
258
Magnus Financial Group
New York
$246K +$1.51K +27 +0.6%
KWM
259
Kingsview Wealth Management
Oregon
$244K -$52.9K -949 -18%
EW
260
Elyxium Wealth
California
$242K -$96.6K -1,733 -29%
SEP
261
Southland Equity Partners
Missouri
$241K – – –
Citigroup
262
Citigroup
New York
$240K – – –
SAG
263
SageView Advisory Group
California
$239K +$239K +4,315 New
PAM
264
Palisade Asset Management
Minnesota
$239K – – –
CGH
265
Crossmark Global Holdings
Texas
$238K – – –
CCM
266
Coldstream Capital Management
Washington
$235K -$247K -4,429 -51%
RPGK
267
Retirement Planning Group (Kansas)
Kansas
$223K +$223K +3,999 New
RSS
268
Rosenblum Silverman Sutton
California
$222K +$222K +3,980 New
SCM
269
Stordahl Capital Management
Colorado
$221K +$15.8K +283 +8%
AWS
270
Atria Wealth Solutions
New York
$220K -$129K -2,326 -37%
EH
271
Equitable Holdings
New York
$219K -$34.7K -623 -14%
QPWM
272
Quadrant Private Wealth Management
Pennsylvania
$216K -$28.7K -515 -12%
SFS
273
Sowell Financial Services
Arkansas
$214K +$214K +3,846 New
SAM
274
Sherman Asset Management
California
$209K +$10.1K +181 +5%
GS
275
GWN Securities
Florida
$208K -$2.54M -45,571 -92%
9 10
11
12 13