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
AWM
351
Axxcess Wealth Management
California
-$11.3M -195,887 Closed
FA
352
FF Advisors
California
-$2.31M -40,123 Closed
LCM
353
Leisure Capital Management
California
-$1.88M -32,714 Closed
SFS
354
Strategic Financial Services
New York
-$1.04M -17,880 Closed
CA
355
Clune & Associates
Illinois
-$690K -12,013 Closed
EGM
356
Engineers Gate Manager
New York
-$679K -11,816 Closed
CIP
357
Capital Insight Partners
Arizona
-$666K -11,585 Closed
VWA
358
VERITY Wealth Advisors
United States
-$627K -10,915 Closed
NFG
359
Northeast Financial Group
Pennsylvania
-$506K -8,807 Closed
CWMK
360
Caliber Wealth Management (Kansas)
Kansas
-$469K -8,164 Closed
Millennium Management
361
Millennium Management
New York
-$416K -7,242 Closed
GS
362
GTS Securities
New York
-$285K -4,968 Closed
SG
363
Sharper & Granite
California
-$231K -4,020 Closed
SIC
364
SFE Investment Counsel
California
-$230K -3,997 Closed
IDA
365
Intelligence Driven Advisers
California
-$225K -3,917 Closed
BCI
366
Brinker Capital Investments
Pennsylvania
-$216K -3,751 Closed
IF
367
Integrity Financial
Wyoming
-$153K -2,667 Closed
OC
368
Optima Capital
Oregon
-$50.4K -877 Closed
WOSD
369
WFA of San Diego
California
-$14.6K -254 Closed
MWPCG
370
Measured Wealth Private Client Group
New Hampshire
-$345 -6 Closed