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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$57.01 +0.04 (+0.07%)
Closing price 10/3/2025 04:10 PM Eastern
Extended Trading
$57.00 0.00 (-0.01%)
As of 10/3/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares California Muni Bond ETF (NYSEARCA:CMF)

Number of
Institutional Buyers
(last 12 months)
253
Total
Institutional Inflows
(last 12 months)
$995.66M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$523.30M
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CMF Institutional Buying and Selling by Quarter

iShares California Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2025HCR Wealth Advisors22,903$1.31M0.1%-4.5%0.039%
10/2/2025 GAMMA Investing LLC4,939$282K0.0%+33.8%0.008%
9/26/2025Corient Private Wealth LLC13,340$744K0.0%+246.4%0.022%
9/24/2025Fortitude Financial LLC13,456$750K0.5%+78.2%0.022%
9/9/2025NWF Advisory Services Inc.12,346$688K0.1%N/A0.020%
9/4/2025Osaic Holdings Inc.161,632$9.02M0.0%-20.6%0.263%
8/27/2025Orion Porfolio Solutions LLC16,733$933K0.0%-8.1%0.027%
8/16/2025Evergreen Capital Management LLC38,184$2.13M0.1%+11.9%0.062%
8/15/2025Corient Private Wealth LLC13,340$744K0.0%+246.4%0.022%
8/15/2025WealthCollab LLC39,113$2.18M1.2%+10.3%0.064%
8/15/2025Captrust Financial Advisors342,904$19.11M0.0%+66.7%0.558%
8/15/2025Manhattan West Asset Management LLC337,861$18.83M4.4%+0.4%0.550%
8/15/2025WFA of San Diego LLC465$26K0.0%N/A0.001%
8/15/2025Two Sigma Securities LLC4,976$277K0.0%N/A0.008%
8/15/2025Sherman Asset Management Inc.3,744$209K0.2%+5.1%0.006%
8/15/2025Smartleaf Asset Management LLC21,626$1.20M0.1%+178.9%0.035%
8/15/2025Orion Porfolio Solutions LLC134,094$7.47M0.1%+636.1%0.218%
8/15/2025MML Investors Services LLC84,955$4.74M0.0%+31.0%0.138%
8/15/2025McIlrath & Eck LLC31,810$1.77M0.2%+4.3%0.052%
8/15/2025EP Wealth Advisors LLC1,195,011$66.61M0.4%-6.2%1.946%
8/15/2025Bank of America Corp DE1,172,106$65.33M0.0%-9.4%1.909%
8/15/2025Ameriprise Financial Inc.235,015$13.09M0.0%+25.6%0.383%
8/14/2025Jane Street Group LLC1,792,639$99.92M0.0%+73.7%2.920%
8/14/2025Raymond James Financial Inc.130,977$7.30M0.0%-27.4%0.213%
8/14/2025Betterment LLC200,986$11.20M0.0%+3.0%0.327%
8/14/2025Quantinno Capital Management LP24,961$1.39M0.0%N/A0.041%
8/14/2025Alliancebernstein L.P.219,598$12.24M0.0%+11.8%0.358%
8/14/2025Sand Hill Global Advisors LLC89,315$4.98M0.2%N/A0.145%
8/14/2025Sei Investments Co.274,376$15.29M0.0%+12.1%0.447%
8/14/2025NewEdge Advisors LLC116,458$6.49M0.0%-6.7%0.190%
8/14/2025Qube Research & Technologies Ltd7,283$406K0.0%+189.6%0.012%
8/14/2025Gerber Kawasaki Wealth & Investment Management22,691$1.27M0.0%+12.5%0.037%
8/14/2025Cerity Partners LLC226,840$12.64M0.0%-4.0%0.369%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA3,980$222K0.1%N/A0.006%
8/13/2025Flow Traders U.S. LLC20,956$1.17M0.0%+35.9%0.034%
8/13/2025SageView Advisory Group LLC4,315$239K0.0%N/A0.007%
8/13/2025Brown Advisory Inc.11,991$668K0.0%+202.7%0.020%
8/13/2025North Berkeley Wealth Management LLC6,892$384K0.4%-34.5%0.011%
8/13/2025Guggenheim Capital LLC121,282$6.76M0.1%+65.6%0.198%
8/13/2025Argyle Capital Partners LLC22,853$1.27M1.0%-2.3%0.037%
8/13/2025Beacon Pointe Advisors LLC111,153$6.20M0.1%+5.6%0.181%
8/13/2025Portfolio Design Labs LLC15,406$859K0.2%N/A0.025%
8/13/2025Fisher Asset Management LLC5,616$313K0.0%-19.8%0.009%
8/13/2025Lido Advisors LLC14,585$813K0.0%-34.3%0.024%
8/13/2025Rinkey Investments244,258$13.62M4.1%+177.0%0.398%
8/13/2025Hsbc Holdings PLC21,899$1.22M0.0%-12.2%0.036%
8/13/2025Northwestern Mutual Wealth Management Co.87,919$4.90M0.0%-26.7%0.143%
8/13/2025Choreo LLC75,165$4.19M0.1%-24.6%0.122%
8/12/2025Financial Advocates Investment Management7,080$395K0.0%-23.0%0.012%
8/12/2025Columbia Bank61,051$3.39M1.0%+67.5%0.099%
8/12/2025RiverFront Investment Group LLC64,738$3.61M0.1%+49.9%0.105%
8/12/2025Steward Partners Investment Advisory LLC28,420$1.58M0.0%+424.7%0.046%
8/12/2025Global Retirement Partners LLC11,987$668K0.0%N/A0.020%
8/12/2025Coldstream Capital Management Inc.4,213$235K0.0%-51.2%0.007%
8/12/2025Charles Schwab Investment Management Inc.7,717,458$430.17M0.1%-24.8%12.569%
8/12/2025AlphaCore Capital LLC851$47K0.0%-27.7%0.001%
8/12/2025Journey Strategic Wealth LLC37,790$2.11M0.1%+115.9%0.062%
8/12/2025MAI Capital Management27,513$1.53M0.0%-15.7%0.045%
8/12/2025JPMorgan Chase & Co.519,217$28.94M0.0%+5.4%0.846%
8/11/2025Aspen Investment Management Inc10,631$593K0.2%-2.3%0.017%
8/11/2025Wealthspire Advisors LLC45,622$2.54M0.0%-23.0%0.072%
8/11/2025Perennial Investment Advisors LLC7,433$414K0.0%+26.6%0.012%
8/11/2025Greykasell Wealth Strategies Inc.14,621$815K0.4%+1.5%0.023%
8/11/2025Bell Investment Advisors Inc18,775$1.05M0.2%-74.7%0.030%
8/8/2025Rockefeller Capital Management L.P.33,988$1.90M0.0%+8.9%0.054%
8/8/2025Itau Unibanco Holding S.A.18,342$1.02M0.0%-128.5%0.029%
8/8/2025Kingsview Wealth Management LLC4,372$244K0.0%-17.8%0.007%
8/8/2025Avantax Advisory Services Inc.80,438$4.48M0.0%+33.9%0.128%
8/8/2025Union Savings Bank6,411$355K0.2%+6.3%0.010%
8/8/2025Cetera Investment Advisers219,757$12.25M0.0%-5.7%0.349%
8/8/2025Creative Planning200,340$11.17M0.0%-17.5%0.318%
8/8/2025Meridian Wealth Management LLC6,920$386K0.0%+13.5%0.011%
8/8/2025Empower Advisory Group LLC27,495$1.53M0.0%+7.6%0.044%
8/8/2025Bailard Inc.1,344,831$74.96M1.7%+16.7%2.136%
8/7/2025Shared Vision Wealth Group LLC4,507$250K0.1%-60.3%0.007%
8/7/2025SFE Investment Counsel6,098$340K0.1%-17.4%0.010%
8/7/2025Brio Consultants LLC199,252$11.11M1.6%-41.2%0.317%
8/6/2025RWA Wealth Partners LLC344,078$19.18M0.2%-1.9%0.547%
8/6/2025Atlas Legacy Advisors LLC203,783$11.36M2.5%+449.7%0.324%
8/6/2025Savant Capital LLC8,889$495K0.0%-51.7%0.014%
8/6/2025Golden State Wealth Management LLC5,319$296K0.0%-22.6%0.008%
8/5/2025Crestwood Advisors Group LLC10,483$584K0.0%N/A0.017%
8/5/2025TME Financial Inc.7,999$446K0.4%-35.4%0.013%
8/5/2025Elyxium Wealth LLC4,333$242K0.1%-28.6%0.007%
8/5/2025Freestone Capital Holdings LLC71,482$3.98M0.1%+3.8%0.114%
8/5/2025Westside Investment Management Inc.40,272$2.25M0.4%-3.5%0.064%
8/5/2025Bank of Montreal Can124,879$6.96M0.0%-44.4%0.198%
8/5/2025Mission Wealth Management LP80,393$4.48M0.1%-18.9%0.128%
8/5/2025TIAA Trust National Association732,028$40.80M0.1%+31.5%1.163%
8/5/2025Navalign LLC174,885$9.75M2.7%-11.5%0.278%
8/5/2025Gould Asset Management LLC CA42,855$2.39M0.5%-12.4%0.068%
8/4/2025Assetmark Inc.387,350$21.59M0.1%+7.9%0.615%
8/1/2025Clark Asset Management LLC23,423$1.31M0.2%-10.2%0.037%
8/1/2025GWN Securities Inc.3,726$208K0.0%-92.4%0.006%
8/1/2025Facet Wealth Inc.1,278,713$70.89M1.6%+24.0%2.031%
8/1/2025Ashton Thomas Private Wealth LLC13,896$775K0.0%N/A0.022%
8/1/2025Envestnet Asset Management Inc.519,514$28.96M0.0%+10.7%0.825%
7/31/2025Wealthfront Advisers LLC8,648,197$482.05M1.2%-3.4%13.738%
7/31/2025Ndwm LLC96,464$5.38M3.9%+121.4%0.153%
7/31/2025Focus Partners Advisor Solutions LLC5,839$325K0.0%-51.3%0.009%
(Data available from 1/1/2016 forward)

CMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMF shares?

During the previous two years, 351 institutional investors and hedge funds held shares of iShares California Muni Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($551.38M), Wealthfront Advisers LLC ($482.05M), Charles Schwab Investment Management Inc. ($430.17M), FMR LLC ($317.01M), Jane Street Group LLC ($99.92M), Bailard Inc. ($74.96M), and Facet Wealth Inc. ($70.89M).Learn more on iShares California Muni Bond ETF's institutional investors.

Which institutional investors have been buying iShares California Muni Bond ETF's stock?

Of the 317 institutional investors that purchased iShares California Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($3.64M), Jane Street Group LLC ($3.22M), Wealthfront Advisers LLC ($2.31M), Charles Schwab Investment Advisory Inc. ($2.18M), FMR LLC ($1.82M), EP Wealth Advisors LLC ($1.42M), and TIAA Trust National Association ($889.80K).

How much institutional buying is happening at iShares California Muni Bond ETF?

Institutional investors have bought a total of 17,496,115 shares in the last 24 months. This purchase volume represents approximately $995.66M in transactions.

Which of iShares California Muni Bond ETF's major shareholders have been selling company stock?

Of the 148 institutional investors that sold iShares California Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($5.53M), Northwestern Mutual Wealth Management Co. ($653.43K), FMR LLC ($375.26K), Wealthfront Advisers LLC ($303.68K), EP Wealth Advisors LLC ($227.97K), Brio Consultants LLC ($139.69K), and Bank of America Corp DE ($121.12K).

How much institutional selling is happening at iShares California Muni Bond ETF?

Institutional investors have sold a total of 9,282,036 shares in the last 24 months. This volume of shares sold represents approximately $523.30M in transactions.


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This page (NYSEARCA:CMF) was last updated on 10/4/2025 by MarketBeat.com Staff
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