CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

311 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 35 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
35
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 %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$510K -$438K -7,856 -46%
SFA
202
Sequoia Financial Advisors
Ohio
$506K – – –
FMTC
203
Farmers & Merchants Trust Company
California
$505K -$203K -3,650 -29%
KCM
204
KM Capital Management
Texas
$497K +$3.74K +67 +0.8%
SC
205
Savant Capital
Illinois
$495K -$530K -9,517 -52%
ACA
206
Atlas Capital Advisors
Wyoming
$495K +$60.8K +1,090 +14%
BJL
207
Brighton Jones LLC
Washington
$488K – – –
SCM
208
SOL Capital Management
Maryland
$470K +$470K +8,425 New
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$467K -$488K -8,788 -51%
LPP
210
Life Planning Partners
Florida
$465K – – –
CWMK
211
Caliber Wealth Management (Kansas)
Kansas
$455K +$455K +8,164 New
HWAM
212
Hennion & Walsh Asset Management
New Jersey
$449K +$113K +2,035 +34%
WWP
213
Waypoint Wealth Partners
California
$446K – – –
TF
214
TME Financial
California
$446K -$245K -4,388 -35%
CIP
215
Capital Insight Partners
Arizona
$442K -$353K -6,334 -44%
NA
216
Nautilus Advisors
California
$438K – – –
PIA
217
Perennial Investment Advisors
California
$414K +$87K +1,561 +27%
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$406K +$266K +4,768 +190%
FPCP
219
Fort Point Capital Partners
California
$397K +$61.8K +1,108 +18%
FAIM
220
Financial Advocates Investment Management
Washington
$395K -$118K -2,114 -23%
CTA
221
Chesley Taft & Associates
Illinois
$393K +$117K +2,100 +42%
VWM
222
Verus Wealth Management
Wisconsin
$387K +$387K +6,950 New
MWM
223
Meridian Wealth Management
Kentucky
$386K +$46K +825 +14%
NBWM
224
North Berkeley Wealth Management
California
$384K -$203K -3,635 -35%
SA
225
Sovran Advisors
California
$380K -$244K -4,394 -39%
7 8
9
10 11