CMF icon

iShares California Muni Bond ETF

332 hedge funds and large institutions have $2.71B invested in iShares California Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.01% more ownership

Funds ownership: 70.57%71.59% (+1%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MM
301
Main Management
California
$112K
LFG
302
Larson Financial Group
Missouri
$96K
LWMI
303
Legacy Wealth Management (Idaho)
Idaho
$92.1K
AWM
304
Angeles Wealth Management
California
$86.2K
DJSG
305
D.J. St. Germain
Massachusetts
$83.3K
GWM
306
Geneos Wealth Management
Colorado
$81.3K
AF
307
Advisornet Financial
Minnesota
$71.8K
RMP
308
Richards, Merrill & Peterson
Washington
$70.4K
AFC
309
Ares Financial Consulting
California
$66.9K
AIP
310
Ameritas Investment Partners
Nebraska
$65.7K
CI
311
CX Institutional
Indiana
$65K
OC
312
Optima Capital
Oregon
$50.4K
CA
313
Crewe Advisors
Utah
$50.3K
RIL
314
Rothschild Investment LLC
Illinois
$43.1K
ACA
315
Aptus Capital Advisors
Alabama
$40.5K
API
316
Asset Planning Inc
California
$40.2K
MHR
317
Matthew Hamilton Rosenberg
$29.8K
AC
318
AlphaCore Capital
California
$28.8K
BA
319
Ballast Advisors
Minnesota
$23.6K
EWA
320
EverSource Wealth Advisors
Alabama
$20.7K
KFP
321
Kerr Financial Planning
California
$20.6K
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$20.2K
WOSD
323
WFA of San Diego
California
$14.6K
BFO
324
Biltmore Family Office
North Carolina
$14K
WCM
325
Winthrop Capital Management
Indiana
$14K