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
BRPW
76
Ballast Rock Private Wealth
South Carolina
$4.81M +$2.56M +44,403 +111%
GKWIM
77
Gerber Kawasaki Wealth & Investment Management
California
$4.75M +$2.45M +42,392 +103%
UB
78
Umpqua Bank
Oregon
$4.63M +$34.6K +600 +0.7%
VA
79
Valmark Advisers
Ohio
$4.59M +$1.41M +24,382 +43%
EWM
80
Elmwood Wealth Management
California
$4.43M +$570K +9,876 +15%
PCIA
81
Prime Capital Investment Advisors
Kansas
$4.31M +$108K +1,873 +3%
IAN
82
Integrated Advisors Network
Texas
$4.23M +$4.3M +74,459 New
CL
83
Choreo LLC
Illinois
$4.18M -$82.4K -1,428 -2%
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$4.03M +$516K +8,946 +14%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$3.98M +$4.04M +70,004 New
SHGA
86
Sand Hill Global Advisors
California
$3.98M -$308K -5,336 -7%
MWM
87
Mission Wealth Management
California
$3.95M -$286K -4,953 -7%
WA
88
Westfuller Advisors
New York
$3.93M +$210K +3,643 +6%
EFG
89
Ehrlich Financial Group
California
$3.9M -$21.4K -371 -0.5%
SOWAS
90
Silver Oak Wealth Advisors Services
California
$3.78M -$1.5M -25,921 -28%
STA
91
Summit Trail Advisors
New York
$3.74M
OCM
92
One Capital Management
California
$3.56M +$486K +8,422 +16%
OFG
93
Omega Financial Group
California
$3.54M -$306K -5,305 -8%
Stifel Financial
94
Stifel Financial
Missouri
$3.52M +$678K +11,760 +23%
QCM
95
Quantinno Capital Management
New York
$3.13M +$421K +7,299 +15%
WSWA
96
Warren Street Wealth Advisors
California
$3.12M +$24.7K +428 +0.8%
LPAM
97
Lodestar Private Asset Management
California
$3.1M +$60.3K +1,046 +2%
WT
98
Whittier Trust
California
$3.1M +$30.6K +530 +1%
Osaic Holdings
99
Osaic Holdings
Arizona
$3.06M -$5.9M -102,299 -66%
HWMC
100
Heritage Wealth Management (California)
California
$3.04M +$253K +4,391 +9%