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iShares California Muni Bond ETF

318 hedge funds and large institutions have $2.7B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

4% more funds holding

Funds holding: 307318 (+11)

0% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 115

3.25% less ownership

Funds ownership: 78.66%75.42% (-3.2%)

9% less capital invested

Capital invested by funds: $2.96B → $2.7B (-$260M)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
318
Holders Change
+11
Holders Change %
+3.58%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
37
Increased
115
Reduced
115
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWAM
26
Manhattan West Asset Management
California
$18.8M +$79.4K +1,430 +0.4%
SEI Investments
27
SEI Investments
Pennsylvania
$15.3M +$1.64M +29,539 +12%
SC
28
Slow Capital
California
$14.8M -$3.5M -62,962 -19%
ACA
29
Affinity Capital Advisors
California
$13.7M +$5.44M +97,933 +66%
RI
30
Rinkey Investments
California
$13.6M +$8.67M +156,087 +177%
WWG
31
West Wealth Group
California
$13.4M +$1.89M +33,975 +16%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$13.3M +$1.93M +34,700 +17%
Ameriprise
33
Ameriprise
Minnesota
$13.1M +$2.66M +47,847 +26%
M
34
MYeCFO
California
$12.9M -$86.1K -1,550 -0.7%
BlackRock
35
BlackRock
New York
$12.7M -$1.44M -25,957 -10%
Cerity Partners
36
Cerity Partners
New York
$12.6M -$519K -9,340 -4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$12.2M -$733K -13,204 -6%
AllianceBernstein
38
AllianceBernstein
Tennessee
$12.2M +$1.28M +23,100 +12%
ALA
39
Atlas Legacy Advisors
California
$11.4M +$9.26M +166,711 +450%
Betterment LLC
40
Betterment LLC
New York
$11.2M +$329K +5,920 +3%
Creative Planning
41
Creative Planning
Kansas
$11.2M -$2.35M -42,373 -17%
BC
42
Brio Consultants
California
$11.1M -$7.76M -139,692 -41%
PFA
43
Pure Financial Advisors
California
$10.7M -$283K -5,091 -3%
NL
44
Navalign LLC
California
$9.75M -$1.26M -22,728 -12%
FCG
45
Financial Connections Group
California
$9.28M -$1.4M -25,266 -13%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$9.13M +$530K +9,538 +6%
Osaic Holdings
47
Osaic Holdings
Arizona
$9.02M -$2.33M -41,948 -21%
GS
48
GTS Securities
New York
$8.95M +$8.92M +160,618 New
Renaissance Technologies
49
Renaissance Technologies
New York
$8.43M +$7.34M +132,200 +692%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$8.42M -$479K -8,624 -5%

CMF Hedge Fund Activity: Q2 2025 in Review

318 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2025, worth a combined $2.7B — down 8.8% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CMF positions and 23 closed out — a net gain of 14 holders — while 115 added to existing stakes and 115 trimmed.

The largest buyer was Jane Street, adding an estimated $42.2M. The largest seller was Charles Schwab, cutting an estimated $141M.

  • 318 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2025, up from 307 in Q1 2025.
  • Funds reported $2.7B of iShares California Muni Bond ETF stock for Q2 2025, down 8.8% quarter-over-quarter.
  • 37 funds opened new iShares California Muni Bond ETF positions in Q2 2025 and 23 closed out, a net change of +14 holders.
  • The largest iShares California Muni Bond ETF buyer in Q2 2025 was Jane Street, an estimated $42.2M added.
  • The largest iShares California Muni Bond ETF seller in Q2 2025 was Charles Schwab, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2025.