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iShares California Muni Bond ETF
CMF

Overview Fund Activity

312 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 36 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+9
Holders Change %
+2.97%
% of All Funds
4.18%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
36
Increased
113
Reduced
113
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$42.4M
2
FWI
Facet Wealth Inc
Maryland
+$13.7M
3
B
Bailard
California
+$10.7M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$9.78M
5
ALA
Atlas Legacy Advisors
California
+$9.29M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$142M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$135M
3
RBCM
Raub Brock Capital Management
California
-$23.2M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$16.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
MAI Capital Management
Ohio
$1.53M -$286K -5,128 -16%
Empower Advisory Group
127
Empower Advisory Group
Colorado
$1.53M +$108K +1,932 +8%
PA
128
Parallel Advisors
California
$1.51M -$3.32M -59,481 -69%
CF
129
Conquis Financial
California
$1.51M +$453K +8,125 +43%
TW
130
Towerpoint Wealth
California
$1.5M -$6.19K -111 -0.4%
KAS
131
Kestra Advisory Services
Texas
$1.47M +$422K +7,579 +40%
CAG
132
Curtis Advisory Group
California
$1.47M +$345K +6,192 +31%
DAS
133
Dynamic Advisor Solutions
Arizona
$1.44M -$162K -2,898 -10%
SI
134
SimpliFi Inc
California
$1.44M +$65.1K +1,168 +5%
MWM
135
McNaughton Wealth Management
California
$1.42M -$284K -5,094 -17%
QCM
136
Quantinno Capital Management
New York
$1.39M +$1.39M +24,961 New
FFG
137
Fiduciary Financial Group
California
$1.39M +$502K +9,022 +57%
EWM
138
Empirical Wealth Management
Washington
$1.35M -$540K -9,691 -29%
IA
139
IFC Advisors
California
$1.35M +$52.5K +941 +4%
HWA
140
HCR Wealth Advisors
California
$1.34M +$13.4K +241 +1%
CAM
141
Clark Asset Management
New Hampshire
$1.31M -$149K -2,675 -10%
ACP
142
Argyle Capital Partners
California
$1.27M -$29.7K -533 -2%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$152K +2,718 +14%
GKWIM
144
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$141K +2,528 +13%
MAWA
145
Moss Adams Wealth Advisors
Washington
$1.24M – – –
IC
146
IEQ Capital
California
$1.22M +$3.51K +63 +0.3%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$1.22M -$169K -3,030 -12%
SAM
148
Smartleaf Asset Management
Massachusetts
$1.2M +$772K +13,872 +179%
DIA
149
Davidson Investment Advisors
Montana
$1.2M +$365K +6,557 +44%
FTUS
150
Flow Traders U.S.
New York
$1.17M +$309K +5,537 +36%
4 5
6
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