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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$55.51 -0.01 (-0.02%)
Closing price 07/14/2025 04:10 PM Eastern
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$55.52 +0.01 (+0.01%)
As of 08:32 AM 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)
231
Total
Institutional Inflows
(last 12 months)
$869.08M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$350.55M
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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
7/15/2025Bank of Stockton72,851$4.06M1.2%-5.1%0.116%
7/14/2025GAMMA Investing LLC3,691$206K0.0%-55.9%0.006%
7/14/2025Sowell Financial Services LLC3,846$214K0.0%N/A0.006%
7/11/2025 Farther Finance Advisors LLC12,852$716K0.0%-19.1%0.020%
7/11/2025 Myecfo LLC227,283$12.88M6.3%-0.7%0.353%
7/10/2025 Wealth Enhancement Advisory Services LLC8,401$467K0.0%-51.1%0.013%
7/10/2025 Shira Ridge Wealth Management12,777$712K0.3%-47.0%0.020%
7/10/2025 Sovran Advisors LLC6,838$380K0.0%-39.1%0.011%
7/9/2025 Chesley Taft & Associates LLC7,050$393K0.0%+42.4%0.011%
7/9/2025 Affinity Capital Advisors LLC246,258$13.73M2.4%+66.0%0.383%
7/9/2025 Pacific Capital Wealth Advisors Inc.10,189$567K0.1%-57.2%0.016%
7/8/2025 Ehrlich Financial Group86,680$4.83M3.1%-1.5%0.135%
7/8/2025 21 West Wealth Management LLC29,095$1.62M1.6%N/A0.045%
7/8/2025 Apella Capital LLC54,945$3.06M0.1%+29.1%0.085%
7/8/2025 Boltwood Capital Management10,650$594K0.2%-9.0%0.017%
7/8/2025 Parallel Advisors LLC27,174$1.52M0.0%-68.6%0.042%
7/3/2025 Garde Capital Inc.119,008$6.63M0.3%-2.7%0.185%
7/3/2025 Fiduciary Financial Group LLC24,954$1.39M0.3%+56.6%0.039%
6/27/2025Goldman Sachs Group Inc.6,218$350K0.0%-12.9%0.010%
6/11/2025Fortitude Financial LLC7,552$425K0.4%+32.6%0.012%
6/6/2025Blue Oak Capital LLC53,630$3.02M1.7%+185.8%0.084%
5/23/2025Strategic Financial Services Inc.13,394$754K0.0%+95.7%0.021%
5/20/2025Focus Partners Wealth154,187$8.68M0.0%+1.7%0.240%
5/20/2025Strive Asset Management LLC100,564$5.66M3.9%N/A0.157%
5/19/2025Jane Street Group LLC1,031,769$58.07M0.0%N/A1.607%
5/16/2025McIlrath & Eck LLC30,486$1.72M0.2%-4.9%0.047%
5/16/2025Bell Investment Advisors Inc74,152$4.17M0.8%+15.5%0.120%
5/16/2025Goldman Sachs Group Inc.6,218$350K0.0%-12.9%0.010%
5/16/2025Jones Financial Companies Lllp1,000$58K0.0%-94.5%0.002%
5/16/2025NewEdge Advisors LLC124,764$7.02M0.0%-4.9%0.202%
5/16/2025Integrated Wealth Concepts LLC36,998$2.08M0.0%-21.2%0.060%
5/16/2025AQR Capital Management LLC8,556$482K0.0%+35.8%0.014%
5/15/2025EP Wealth Advisors LLC1,274,491$71.73M0.6%-10.4%2.062%
5/15/2025Focus Partners Advisor Solutions LLC11,989$675K0.0%N/A0.019%
5/15/2025Royal Bank of Canada435,169$24.49M0.0%-2.8%0.704%
5/15/2025Betterment LLC195,066$10.98M0.0%-7.6%0.316%
5/15/2025MAI Capital Management32,641$1.84M0.0%-27.9%0.053%
5/15/2025Calton & Associates Inc.4,224$238K0.1%+5.8%0.007%
5/15/2025OLD Mission Capital LLC9,150$515K0.0%N/A0.015%
5/15/2025Gerber Kawasaki Wealth & Investment Management20,163$1.14M0.1%+43.7%0.033%
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5/14/2025Ieq Capital LLC21,845$1.23M0.0%+170.6%0.035%
5/14/2025Jane Street Group LLC1,031,769$58.07M0.0%N/A1.670%
5/14/2025Comerica Bank21,268$1.20M0.0%+68.5%0.034%
5/14/2025Kayne Anderson Rudnick Investment Management LLC121,670$6.84M0.0%-0.8%0.197%
5/14/2025Smartleaf Asset Management LLC7,754$435K0.0%+51,593.3%0.013%
5/14/2025Northwestern Mutual Wealth Management Co.119,897$6.75M0.0%-83.8%0.194%
5/14/2025Kestra Advisory Services LLC18,778$1.06M0.0%-80.0%0.030%
5/14/2025Compound Planning Inc.55,728$3.14M0.1%+1.9%0.090%
5/14/2025Flow Traders U.S. LLC15,419$868K0.0%-66.1%0.025%
5/14/2025Hsbc Holdings PLC24,929$1.40M0.0%+1.1%0.040%
5/14/2025RWA Wealth Partners LLC350,687$19.74M0.2%-4.2%0.567%
5/13/2025Keystone Global Partners LLC17,211$969K0.7%N/A0.028%
5/13/2025Freestone Capital Holdings LLC68,878$3.88M0.1%+3.3%0.111%
5/13/2025Raymond James Financial Inc.180,521$10.16M0.0%-9.3%0.292%
5/13/2025HighTower Advisors LLC54,493$3.07M0.0%+27.5%0.088%
5/12/2025Meridian Wealth Management LLC6,095$343K0.0%+40.8%0.010%
5/12/2025Northeast Financial Group Inc.7,249$408K0.1%-16.4%0.012%
5/12/2025Atlas Capital Advisors Inc.7,782$438K0.1%-5.9%0.013%
5/12/2025Manhattan West Asset Management LLC336,431$18.93M4.8%+2.3%0.544%
5/12/2025Townsquare Capital LLC55,543$3.13M0.0%-2.0%0.090%
5/12/2025Integrity Financial Corp WA2,667$150K0.1%-40.3%0.004%
5/12/2025Bristlecone Advisors LLC17,100$962K0.1%+36.7%0.028%
5/12/2025AlphaCore Capital LLC1,177$66K0.0%N/A0.002%
5/9/2025Charles Schwab Investment Management Inc.10,260,508$577.46M0.1%-6.7%16.603%
5/9/2025Conquis Financial LLC18,947$1.07M1.1%+10.7%0.031%
5/9/2025Greykasell Wealth Strategies Inc.14,408$811K0.4%+13.8%0.023%
5/9/2025Tidemark LLC1,050$59K0.0%-81.1%0.002%
5/9/2025Wealthspire Advisors LLC59,238$3.33M0.0%+151.4%0.096%
5/9/2025Financial Connections Group Inc.191,708$10.79M4.9%-16.6%0.310%
5/9/2025Atria Wealth Solutions Inc.6,276$353K0.0%-47.8%0.010%
5/9/2025Empower Advisory Group LLC25,563$1.44M0.0%+1.3%0.041%
5/8/2025TIAA Trust National Association556,489$31.32M0.1%-7.2%0.900%
5/8/2025US Bancorp DE59,623$3.36M0.0%+5.7%0.096%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,986$1.91M0.0%+33.4%0.055%
5/8/2025First Foundation Advisors527,462$29.69M1.2%-6.1%0.853%
5/7/2025Werba Rubin Papier Wealth Management11,814$665K0.1%-47.8%0.019%
5/7/2025Atlas Legacy Advisors LLC37,072$2.09M0.5%-2.3%0.060%
5/7/2025Facet Wealth Inc.1,030,908$57.23M1.5%-10.3%1.668%
5/7/2025LPL Financial LLC800,761$45.07M0.0%-3.0%1.296%
5/6/2025Assetmark Inc.358,976$20.20M0.1%+9.0%0.581%
5/6/2025Cetera Investment Advisers232,961$13.11M0.0%+5.7%0.377%
5/6/2025Avantax Advisory Services Inc.60,055$3.38M0.0%+11.7%0.097%
5/6/2025Orin Green Financial LLC366,010$20.09M9.3%-1.3%0.592%
5/6/2025Journey Strategic Wealth LLC17,506$985K0.0%-2.7%0.028%
5/6/2025SFE Investment Counsel7,385$416K0.1%N/A0.012%
5/6/2025Carnegie Investment Counsel6,675$376K0.0%N/A0.011%
5/6/2025Opes Wealth Management LLC363,362$20.45M4.1%+5.4%0.588%
5/6/2025Quadrant Private Wealth Management LLC4,387$247K0.1%-19.5%0.007%
5/6/2025DeDora Capital Inc.45,679$2.57M0.7%+12.2%0.074%
5/6/2025Choreo LLC99,635$5.61M0.1%-3.3%0.161%
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5/6/2025Clifford Swan Investment Counsel LLC9,260$521K0.0%+32.1%0.015%
5/5/2025West Wealth Group LLC206,136$11.60M3.4%+7.5%0.334%
5/5/2025IFP Advisors Inc1,121$63K0.0%-15.1%0.002%
5/5/2025Calton & Associates Inc.5,789$326K0.0%+44.9%0.009%
5/5/2025Stordahl Capital Management Inc.3,673$207K0.0%N/A0.006%
5/2/2025KM Capital Management Ltd.8,852$498K0.3%+53.8%0.014%
5/2/2025Kingsview Wealth Management LLC5,321$299K0.0%-6.4%0.009%
5/2/2025Bailard Inc.1,152,134$64.84M1.7%+8.4%1.864%
5/2/2025Ndwm LLC43,571$2.45M2.4%+248.7%0.071%
5/2/2025Wealthfront Advisers LLC8,951,879$503.81M1.4%+31.1%14.485%
(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, 335 institutional investors and hedge funds held shares of iShares California Muni Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($577.46M), Charles Schwab Investment Advisory Inc. ($551.38M), Wealthfront Advisers LLC ($503.81M), FMR LLC ($317.01M), Bank of America Corp DE ($97.03M), EP Wealth Advisors LLC ($71.73M), and Bailard Inc. ($64.84M).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 302 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 ($2.46M), Charles Schwab Investment Advisory Inc. ($2.33M), Wealthfront Advisers LLC ($2.31M), FMR LLC ($1.82M), EP Wealth Advisors LLC ($1.42M), and TIAA Trust National Association ($714.26K).

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

Institutional investors have bought a total of 15,209,218 shares in the last 24 months. This purchase volume represents approximately $869.08M in transactions.

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

Of the 124 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. ($2.98M), Northwestern Mutual Wealth Management Co. ($915.30K), FMR LLC ($375.26K), Envestnet Asset Management Inc. ($163.41K), EP Wealth Advisors LLC ($148.49K), Slow Capital Inc. ($129.72K), and Facet Wealth Inc. ($118.03K).

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

Institutional investors have sold a total of 6,165,049 shares in the last 24 months. This volume of shares sold represents approximately $350.55M in transactions.


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This page (NYSEARCA:CMF) was last updated on 7/15/2025 by MarketBeat.com Staff
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