We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

336 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 44 funds opening new positions, 159 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 70

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.39B → $2.71B (+$321M)

7% more funds holding

Funds holding: 315336 (+21)

1.04% more ownership

Funds ownership: 70.6%71.65% (+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
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
44
Increased
159
Reduced
70
Closed
21
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
51
Financial Connections Group
California
$9.04M -$81.9K -1,427 -0.9%
Osaic Holdings
52
Osaic Holdings
Arizona
$8.97M -$439K -7,655 -5%
Raymond James Financial
53
Raymond James Financial
Florida
$8.81M +$2.48M +43,249 +39%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$8.77M +$871K +15,172 +11%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$8.12M +$1.17M +20,352 +17%
Jane Street
56
Jane Street
New York
$8.1M +$7.71M +134,325 +2,031%
FFA
57
Farther Finance Advisors
California
$7.56M +$6.48M +112,846 +602%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$7.41M +$55.6K +968 +0.8%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$7.16M +$480K +8,354 +7%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$7.08M +$2.04M +35,515 +40%
OIA
61
OneDigital Investment Advisors
Kansas
$7.08M +$384K +6,694 +6%
SA
62
Sanctuary Advisors
Indiana
$6.96M +$15.2K +264 +0.2%
BPA
63
Beacon Pointe Advisors
California
$6.65M +$2.17M +37,792 +48%
FAT
64
First American Trust
California
$6.57M +$646K +11,246 +11%
Renaissance Technologies
65
Renaissance Technologies
New York
$6.47M -$11.2M -195,300 -63%
AF
66
Align Financial
Minnesota
$6.32M +$363K +6,321 New
MML Investors Services
67
MML Investors Services
Massachusetts
$5.94M +$310K +5,407 +6%
TWM
68
Thryve Wealth Management
Texas
$5.83M +$5.82M +101,461 New
DWM
69
Ducere Wealth Management
California
$5.6M +$5.6M +97,471 New
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$5.59M -$602K -10,480 -10%
Deutsche Bank
71
Deutsche Bank
Germany
$5.54M
US Bancorp
72
US Bancorp
Minnesota
$5.51M +$1.09M +19,042 +25%
CFC
73
Client First Capital
California
$5.32M
SOWAS
74
Silver Oak Wealth Advisors Services
California
$5.31M +$30.3K +528 +0.6%
FA
75
Fullerton Advisors
California
$5.03M +$5.02M +87,491 New