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
II
176
Impact Investors
California
$929K +$172 +3 +0%
ACP
177
Argyle Capital Partners
California
$913K
LI
178
LifeWealth Investments
Florida
$908K -$907K -15,806 -50%
GWS
179
Greykasell Wealth Strategies
California
$875K
NAS
180
NWF Advisory Services
California
$873K +$287 +5 +0%
Lido Advisors
181
Lido Advisors
California
$865K
IUHSA
182
Itau Unibanco Holding S.A.
Brazil
$851K +$222K +3,876 +35%
SWP
183
Sagespring Wealth Partners
Tennessee
$845K +$844K +14,698 New
PDL
184
Portfolio Design Labs
California
$835K -$10.7K -186 -1%
IW
185
Instrumental Wealth
Florida
$793K +$26.6K +463 +4%
BCM
186
Brasada Capital Management
Texas
$777K -$4.13K -72 -0.5%
KGP
187
Keystone Global Partners
Colorado
$759K +$208K +3,621 +38%
TWCA
188
Two West Capital Advisors
Kansas
$755K
SRWM
189
Shira Ridge Wealth Management
California
$753K +$43.2K +753 +6%
MCM
190
Mattern Capital Management
Colorado
$743K +$28.8K +502 +4%
CC
191
Climber Capital
Switzerland
$724K +$727K +12,660 New
AIM
192
Aspen Investment Management
Michigan
$713K
IIA
193
Integrity Investment Advisors
Colorado
$704K +$704K +12,257 New
Brown Advisory
194
Brown Advisory
Maryland
$693K +$2.18K +38 +0.3%
MMA
195
Miracle Mile Advisors
California
$692K
CA
196
Clune & Associates
Illinois
$690K +$400K +6,969 +138%
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$683K +$341K +5,943 +100%
EGM
198
Engineers Gate Manager
New York
$679K -$210K -3,654 -24%
TLFA
199
True Link Financial Advisors
California
$679K
TIAM2
200
Tru Independence Asset Management 2
Oregon
$678K