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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
+$120M
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
-$41.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$35M
4
APM
a16z Perennial Management
California
-$23.9M
5
Bank of America
Bank of America
North Carolina
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
101
RiverFront Investment Group
Virginia
$2.43M +$1.17M +20,723 +92%
VBFG
102
Vishria Bird Financial Group
Tennessee
$2.39M – – –
WN
103
Williams & Novak
California
$2.38M -$183K -3,245 -7%
WIM
104
Westside Investment Management
California
$2.35M -$76.4K -1,357 -3%
AC
105
Apella Capital
Connecticut
$2.34M +$301K +5,470 +15%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$2.13M +$384K +6,817 +22%
OCM
107
One Capital Management
California
$2.11M – – –
Citadel Advisors
108
Citadel Advisors
Florida
$2.09M +$1.48M +26,235 +240%
ALA
109
Atlas Legacy Advisors
California
$2.09M -$49.5K -878 -2%
IWC
110
Integrated Wealth Concepts
Massachusetts
$2.08M -$561K -9,966 -21%
UB
111
Umpqua Bank
Oregon
$2.05M +$12.7K +225 +0.6%
W
112
WealthCollab
Washington
$2M +$83.6K +1,486 +4%
ECM
113
Evergreen Capital Management
Washington
$1.92M – – –
EWM
114
Empirical Wealth Management
Washington
$1.91M +$479K +8,510 +33%
MCM
115
MAI Capital Management
Ohio
$1.84M -$709K -12,604 -28%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$1.77M +$749K +13,345 +74%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$1.76M +$602K +10,693 +52%
MWM
118
McNaughton Wealth Management
California
$1.72M +$366K +6,511 +27%
ME
119
McIlrath & Eck
Washington
$1.72M -$88.4K -1,570 -5%
WS
120
Wedbush Securities
California
$1.69M – – –
Stifel Financial
121
Stifel Financial
Missouri
$1.69M +$253K +4,491 +18%
JBA
122
Johnson Bixby & Associates
Washington
$1.67M – – –
FCIM
123
Fairview Capital Investment Management
California
$1.65M – – –
RF
124
RHS Financial
California
$1.62M -$116K -2,065 -7%
DAS
125
Dynamic Advisor Solutions
Arizona
$1.62M -$43.8K -778 -3%
3 4
5
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