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iShares California Muni Bond ETF

349 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336349 (+13)

1.72% less ownership

Funds ownership: 71.65%69.93% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
349
Holders Change
+13
Holders Change %
+3.87%
% of All Funds
4.29%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
40
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$483M +$3.28M +56,779 +0.7%
Wealthfront Advisers
2
Wealthfront Advisers
California
$353M +$62.9M +1,089,990 +21%
Morgan Stanley
3
Morgan Stanley
New York
$106M +$4.74M +82,134 +5%
Bank of America
4
Bank of America
North Carolina
$104M -$5.58M -96,775 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$103M -$5.73M -99,397 -5%
FWI
6
Facet Wealth Inc
Maryland
$89.9M +$4.8M +83,217 +6%
SC
7
Syon Capital
California
$76.9M +$11.8M +204,365 +18%
B
8
Bailard
California
$70.2M -$11.8M -204,519 -14%
EWA
9
EP Wealth Advisors
California
$67.1M +$572K +9,918 +0.8%
LPL Financial
10
LPL Financial
California
$65.3M +$9.12M +158,111 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$58.1M +$27.6M +478,469 +88%
Mariner
12
Mariner
Kansas
$52.2M +$730K +12,660 +1%
BlackRock
13
BlackRock
New York
$50.2M +$37.2M +645,227 +272%
JP Morgan Chase
14
JP Morgan Chase
New York
$38.7M +$1.69M +29,330 +4%
TCIIS
15
TIAA-CREF Individual & Institutional Services
New York
$37.7M +$38.3M +663,621 New
Wells Fargo
16
Wells Fargo
California
$37.4M +$2.82M +48,820 +8%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$37.4M +$6.22M +107,828 +20%
UBS Group
18
UBS Group
Switzerland
$30.2M -$289K -5,004 -0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26.8M +$1.22M +21,217 +5%
OWM
20
Opes Wealth Management
California
$26.6M +$1.67M +29,000 +7%
BPA
21
Beacon Pointe Advisors
California
$23.4M +$17.1M +295,864 +256%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$23M +$3.48M +60,405 +18%
MWAM
23
Manhattan West Asset Management
California
$22.6M +$1.99M +34,481 +9%
GC
24
Guggenheim Capital
Illinois
$22.5M +$5.96M +103,351 +35%
AssetMark Inc
25
AssetMark Inc
California
$22.3M +$1.09M +18,851 +5%

CMF Hedge Fund Activity: Q1 2026 in Review

349 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q1 2026, worth a combined $2.87B — up 5.7% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CMF positions and 21 closed out — a net gain of 19 holders — while 158 added to existing stakes and 89 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $62.9M. The largest seller was TIAA Trust, National Association, cutting an estimated $37.7M.

  • 349 institutional investors held iShares California Muni Bond ETF (CMF) as of Q1 2026, up from 336 in Q4 2025.
  • Funds reported $2.87B of iShares California Muni Bond ETF stock for Q1 2026, up 5.7% quarter-over-quarter.
  • 40 funds opened new iShares California Muni Bond ETF positions in Q1 2026 and 21 closed out, a net change of +19 holders.
  • The largest iShares California Muni Bond ETF buyer in Q1 2026 was Wealthfront Advisers, an estimated $62.9M added.
  • The largest iShares California Muni Bond ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2026.