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iShares California Muni Bond ETF
CMF

Overview Fund Activity

311 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
35
Increased
113
Reduced
113
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$99.9M
2
FWI
Facet Wealth Inc
Maryland
$70.9M
3
B
Bailard
California
$75M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$40.8M
5
ALA
Atlas Legacy Advisors
California
$11.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$430M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
3
RBCM
Raub Brock Capital Management
California
$0
4
Wealthfront Advisers
Wealthfront Advisers
California
$482M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$984K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
76
Choreo LLC
Illinois
$4.19M -$1.36M -24,470 -25%
OFG
77
Omega Financial Group
California
$4.18M +$56 +1 +0%
PCIA
78
Prime Capital Investment Advisors
Kansas
$4.09M -$590K -10,581 -13%
BOS
79
Bank of Stockton
California
$4.06M -$219K -3,924 -5%
FCH
80
Freestone Capital Holdings
Washington
$3.98M +$145K +2,604 +4%
VA
81
Valmark Advisers
Ohio
$3.94M +$4.52K +81 +0.1%
AFG
82
Atomi Financial Group
New York
$3.75M +$639K +11,460 +21%
US Bancorp
83
US Bancorp
Minnesota
$3.72M +$400K +7,184 +12%
EWM
84
Elmwood Wealth Management
California
$3.69M +$56.3K +1,010 +2%
STA
85
Summit Trail Advisors
New York
$3.66M +$3.66M +65,718 New
RIG
86
RiverFront Investment Group
Virginia
$3.61M +$1.2M +21,556 +50%
SFFS
87
Stonehage Fleming Financial Services
Jersey
$3.6M – – –
WA
88
Westfuller Advisors
New York
$3.59M +$557 +10 +0%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$3.57M +$1.81M +32,585 +103%
HighTower Advisors
90
HighTower Advisors
Illinois
$3.5M +$465K +8,342 +15%
UB
91
Umpqua Bank
Oregon
$3.39M +$1.37M +24,600 +67%
LPAM
92
Lodestar Private Asset Management
California
$3.38M -$216K -3,882 -6%
SW
93
SteelPeak Wealth
California
$3.34M +$246K +4,410 +8%
WSWA
94
Warren Street Wealth Advisors
California
$3.15M +$25.4K +455 +0.8%
WT
95
Whittier Trust
California
$3.08M +$138K +2,468 +5%
AC
96
Apella Capital
Connecticut
$3.06M +$688K +12,370 +29%
Comerica Bank
97
Comerica Bank
Texas
$3.04M +$1.86M +33,333 +157%
OCM
98
One Capital Management
California
$2.96M +$872K +15,652 +42%
BOC
99
Blue Oak Capital
California
$2.85M -$141K -2,532 -5%
DC
100
DeDora Capital
California
$2.68M +$138K +2,480 +5%
2 3
4
5 6