We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

348 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336348 (+12)

1.72% less ownership

Funds ownership: 71.65%69.92% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
39
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
PFG Advisors
Arizona
$211K -$22.8K -396 -10%
MCM
302
Morton Capital Management
California
$211K +$1.04K +18 +0.5%
WRPWM
303
Werba Rubin Papier Wealth Management
California
$209K -$99.9K -1,731 -32%
SWP
304
Strategic Wealth Partners
Ohio
$201K +$24.9K +432 +14%
CF
305
Centaurus Financial
California
$196K +$199K +3,448 New
CPA
306
Cardiff Park Advisors
California
$175K +$865 +15 +0.5%
GWM
307
Geneos Wealth Management
Colorado
$153K +$73.2K +1,269 +90%
EP
308
Essential Partners
California
$140K
US Bancorp
309
US Bancorp
Minnesota
$137K -$5.39M -93,495 -97%
IAIM
310
International Assets Investment Management
Florida
$135K
CT
311
Caldwell Trust
Florida
$122K +$124K +2,150 New
MM
312
Main Management
California
$107K -$3.92K -68 -3%
LWMI
313
Legacy Wealth Management (Idaho)
Idaho
$102K +$11K +191 +12%
GSWM
314
Golden State Wealth Management
California
$99.8K -$266K -4,608 -72%
LFG
315
Larson Financial Group
Missouri
$95K
AC
316
AlphaCore Capital
California
$91.7K +$64.1K +1,111 +222%
AWM
317
Angeles Wealth Management
California
$90.6K +$5.37K +93 +6%
TWIM
318
TIAA Wealth Investment Management
New York
$90.5K +$92.1K +1,596 New
AIP
319
Ameritas Investment Partners
Nebraska
$84.5K +$19.8K +343 +30%
RFP
320
Root Financial Partners
California
$74.7K -$57.7K -1,000 -43%
AF
321
Advisornet Financial
Minnesota
$71.1K
RMP
322
Richards, Merrill & Peterson
Washington
$69.7K
AFC
323
Ares Financial Consulting
California
$66.6K +$346 +6 +0.5%
CI
324
CX Institutional
Indiana
$64K -$58 -1 -0.1%
FFA
325
Founders Financial Alliance
North Carolina
$59K +$59.8K +1,037 New