We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

315 hedge funds and large institutions have $2.39B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$17.6M +$8.76M +156,600 +104%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$17.3M -$2.21M -39,457 -12%
SEI Investments
28
SEI Investments
Pennsylvania
$16.8M +$1.11M +19,758 +7%
AllianceBernstein
29
AllianceBernstein
Tennessee
$15.7M +$3.15M +56,351 +26%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$15.5M +$6.03M +107,812 +66%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$15.4M +$1.69M +30,296 +13%
ACA
32
Affinity Capital Advisors
California
$14.5M +$511K +9,128 +4%
RI
33
Rinkey Investments
California
$14.3M +$315K +5,622 +2%
Ameriprise
34
Ameriprise
Minnesota
$14.2M +$799K +14,287 +6%
BlackRock
35
BlackRock
New York
$13.4M +$355K +6,350 +3%
Cerity Partners
36
Cerity Partners
New York
$13.3M +$393K +7,024 +3%
M
37
MYeCFO
California
$13.3M +$319K +5,709 +3%
SC
38
Slow Capital
California
$13.2M -$1.89M -33,847 -13%
WWG
39
West Wealth Group
California
$13.1M -$679K -12,133 -5%
Betterment LLC
40
Betterment LLC
New York
$12.4M +$918K +16,409 +8%
Creative Planning
41
Creative Planning
Kansas
$12.2M +$726K +12,985 +6%
ALA
42
Atlas Legacy Advisors
California
$11.4M -$172K -3,081 -2%
PFA
43
Pure Financial Advisors
California
$10.8M -$124K -2,220 -1%
GC
44
Guggenheim Capital
Illinois
$10.8M +$3.82M +68,329 +56%
BC
45
Brio Consultants
California
$10.7M -$692K -12,361 -6%
NL
46
Navalign LLC
California
$10.6M +$609K +10,877 +6%
Osaic Holdings
47
Osaic Holdings
Arizona
$9.3M +$122K +2,186 +1%
FCG
48
Financial Connections Group
California
$9.06M -$429K -7,663 -5%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.4M +$3.45M +61,688 +72%
WPC
50
Wedmont Private Capital
Pennsylvania
$8.17M +$8.01M +143,224 New