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
WT
101
Whittier Trust
California
$3.11M
LPAM
102
Lodestar Private Asset Management
California
$3.07M -$112K -1,953 -4%
CF
103
Conquis Financial
California
$3M +$835K +14,549 +39%
Stifel Financial
104
Stifel Financial
Missouri
$2.88M +$265K +4,612 +10%
DC
105
DeDora Capital
California
$2.82M +$5.68K +99 +0.2%
2WWM
106
21 West Wealth Management
California
$2.82M +$440K +7,661 +18%
HWMC
107
Heritage Wealth Management (California)
California
$2.81M +$123K +2,146 +5%
QCM
108
Quantinno Capital Management
New York
$2.74M +$247K +4,304 +10%
BOS
109
Bank of Stockton
California
$2.72M -$52.3K -911 -2%
SW
110
SteelPeak Wealth
California
$2.62M -$107K -1,857 -4%
GAM
111
Gould Asset Management
California
$2.6M +$106K +1,845 +4%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$2.6M +$465K +8,097 +22%
W
113
WealthCollab
Washington
$2.53M +$128K +2,230 +5%
ME
114
McIlrath & Eck
Washington
$2.51M +$505K +8,792 +25%
DWM
115
Destination Wealth Management
California
$2.5M +$1.2M +20,911 +92%
JSW
116
Journey Strategic Wealth
New Jersey
$2.4M +$151K +2,625 +7%
WIM
117
Westside Investment Management
California
$2.38M +$107K +1,861 +5%
GKWIM
118
Gerber Kawasaki Wealth & Investment Management
California
$2.36M -$507K -8,828 -18%
MFG
119
Merit Financial Group
Georgia
$2.34M +$74.7K +1,301 +3%
BRPW
120
Ballast Rock Private Wealth
South Carolina
$2.31M +$2.31M +40,165 New
FA
121
FF Advisors
California
$2.31M +$2.3M +40,123 New
EWM
122
Empirical Wealth Management
Washington
$2.25M +$297K +5,173 +15%
Empower Advisory Group
123
Empower Advisory Group
Colorado
$2.13M +$644K +11,223 +43%
Goldman Sachs
124
Goldman Sachs
New York
$2.03M +$853K +14,855 +73%
SAI
125
Savvy Advisors Inc
New York
$1.96M +$137K +2,394 +8%