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iShares California Muni Bond ETF
CMF

Overview Fund Activity

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$504M
2
SC
Syon Capital
California
$75.8M
3
Jane Street
Jane Street
New York
$58.1M
4
OGF
Orin Green Financial
California
$20.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$13.8M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$577M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$272M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.75M
4
APM
a16z Perennial Management
California
$0
5
Bank of America
Bank of America
North Carolina
$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Guggenheim Capital
Illinois
$4.12M +$1.33M +23,639 +48%
VA
77
Valmark Advisers
Ohio
$3.97M +$625K +11,102 +19%
FCH
78
Freestone Capital Holdings
Washington
$3.88M +$125K +2,218 +3%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.83M +$642K +11,401 +20%
EWM
80
Elmwood Wealth Management
California
$3.67M -$1.41K -25 -0%
MML Investors Services
81
MML Investors Services
Massachusetts
$3.65M -$571K -10,138 -14%
SFFS
82
Stonehage Fleming Financial Services
Jersey
$3.63M +$2.08M +36,938 +134%
LPAM
83
Lodestar Private Asset Management
California
$3.63M -$438K -7,791 -11%
WA
84
Westfuller Advisors
New York
$3.63M -$394 -7 -0%
AAS
85
Avantax Advisory Services
Texas
$3.38M +$354K +6,283 +12%
US Bancorp
86
US Bancorp
Minnesota
$3.36M +$180K +3,192 +6%
WANY
87
Wealthspire Advisors (New York)
New York
$3.33M +$2.01M +35,677 +151%
WSWA
88
Warren Street Wealth Advisors
California
$3.16M -$64.5K -1,146 -2%
AFG
89
Atomi Financial Group
New York
$3.14M +$57.3K +1,019 +2%
TC
90
TownSquare Capital
Utah
$3.13M -$64.5K -1,146 -2%
SW
91
SteelPeak Wealth
California
$3.12M -$63.3K -1,124 -2%
HighTower Advisors
92
HighTower Advisors
Illinois
$3.07M +$661K +11,747 +27%
BOC
93
Blue Oak Capital
California
$3.02M +$1.96M +34,864 +186%
WT
94
Whittier Trust
California
$2.97M -$744K -13,220 -20%
CCMI
95
Creative Capital Management Investments
California
$2.85M -$284K -5,039 -9%
GAM
96
Gould Asset Management
California
$2.75M +$87.2K +1,550 +3%
HWMC
97
Heritage Wealth Management (California)
California
$2.74M +$51K +907 +2%
GS
98
GWN Securities
Florida
$2.74M +$2.74M +49,297 New
DC
99
DeDora Capital
California
$2.57M +$280K +4,972 +12%
NL
100
NDWM LLC
California
$2.45M +$1.75M +31,076 +249%
2 3
4
5 6