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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 %
IW
176
Instrumental Wealth
Florida
$698K +$60.4K +1,091 +9%
TF
177
TME Financial
California
$697K -$48.2K -856 -6%
TLFA
178
True Link Financial Advisors
California
$684K +$40K +710 +6%
FPAS
179
Focus Partners Advisor Solutions
Missouri
$675K +$675K +11,989 New
WRPWM
180
Werba Rubin Papier Wealth Management
California
$665K -$609K -10,824 -48%
TIAM2
181
Tru Independence Asset Management 2
Oregon
$664K -$70.2K -1,247 -10%
BCM
182
Boltwood Capital Management
California
$658K -$183K -3,260 -22%
APP
183
Avantax Planning Partners
Iowa
$648K -$5.35K -95 -0.8%
IAG
184
Investment Advisory Group
Massachusetts
$642K – – –
SVWG
185
Shared Vision Wealth Group
United States
$639K +$113 +2 +0%
MCM
186
Mattern Capital Management
Colorado
$628K -$66.1K -1,175 -10%
SA
187
Sovran Advisors
California
$620K +$228K +4,122 +58%
CC
188
Climber Capital
Switzerland
$614K +$614K +12,660 New
VWA
189
VERITY Wealth Advisors
United States
$614K – – –
AIM
190
Aspen Investment Management
Michigan
$612K – – –
NBWM
191
North Berkeley Wealth Management
California
$592K +$190K +3,375 +47%
TWA
192
Trace Wealth Advisors
California
$588K – – –
FNBSF
193
First National Bank Sioux Falls
South Dakota
$563K -$12.5K -222 -2%
CSIC
194
Clifford Swan Investment Counsel
California
$521K +$127K +2,250 +32%
FAIM
195
Financial Advocates Investment Management
Washington
$517K -$17.1K -303 -3%
OMC
196
Old Mission Capital
Illinois
$515K +$515K +9,150 New
SFA
197
Sequoia Financial Advisors
Ohio
$511K +$394 +7 +0.1%
FWP
198
Falcon Wealth Planning
California
$501K -$6.08K -108 -1%
KCM
199
KM Capital Management
Texas
$498K +$174K +3,097 +54%
BJL
200
Brighton Jones LLC
Washington
$493K – – –
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