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iShares California Muni Bond ETF

307 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 31 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

2% more funds holding

Funds holding: 300307 (+7)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

1% more capital invested

Capital invested by funds: $2.93B → $2.96B (+$33.6M)

1.94% less ownership

Funds ownership: 80.61%78.66% (-1.9%)

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% 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
31
Increased
112
Reduced
109
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Conquis Financial
California
$1.07M +$104K +1,829 +11%
KAS
152
Kestra Advisory Services
Texas
$1.06M -$4.26M -75,008 -80%
THL
153
Tillman Hartley LLC
Colorado
$1.06M
DWM
154
Destination Wealth Management
California
$1.04M +$56.8K +999 +6%
SC
155
Savant Capital
Illinois
$1.04M
BCI
156
Brinker Capital Investments
Pennsylvania
$1.03M -$182K -3,197 -15%
OPS
157
Orion Portfolio Solutions
Nebraska
$1.03M -$182K -3,197 -15%
SIAG
158
Safeguard Investment Advisory Group
California
$1.02M -$42.6K -750 -4%
JSW
159
Journey Strategic Wealth
New Jersey
$985K -$27.2K -479 -3%
KGP
160
Keystone Global Partners
Colorado
$969K +$978K +17,211 New
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$967K -$105K -1,847 -10%
BA
162
Bristlecone Advisors
Washington
$962K +$261K +4,595 +37%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$927K +$378K +6,656 +64%
LA
164
LM Advisors
California
$901K -$14.9K -263 -2%
FFA
165
Farther Finance Advisors
California
$894K +$745K +13,100 +470%
FFG
166
Fiduciary Financial Group
California
$878K +$905K +15,932 New
FTUS
167
Flow Traders U.S.
New York
$868K -$1.71M -30,125 -66%
AF
168
Allworth Financial
California
$866K -$205K -3,613 -19%
DIA
169
Davidson Investment Advisors
Montana
$846K +$191K +3,359 +29%
TBWA
170
Three Bridge Wealth Advisors
California
$824K +$114 +2 +0%
GWS
171
Greykasell Wealth Strategies
California
$811K +$99.2K +1,746 +14%
CIP
172
Capital Insight Partners
Arizona
$803K +$89.3K +1,571 +12%
SFS
173
Strategic Financial Services
New York
$754K +$372K +6,550 +96%
EA
174
Eclectic Associates
California
$744K -$279K -4,911 -27%
ASG
175
Ariston Services Group
California
$724K

CMF Hedge Fund Activity: Q1 2025 in Review

307 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2025, worth a combined $2.96B — up 1.1% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CMF positions and 19 closed out — a net gain of 12 holders — while 112 added to existing stakes and 109 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $121M. The largest seller was Charles Schwab, cutting an estimated $41.7M.

  • 307 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2025, up from 300 in Q4 2024.
  • Funds reported $2.96B of iShares California Muni Bond ETF stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 31 funds opened new iShares California Muni Bond ETF positions in Q1 2025 and 19 closed out, a net change of +12 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2025 was Wealthfront Advisers, an estimated $121M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2025 was Charles Schwab, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2025.