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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$55.83 +0.20 (+0.36%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$55.82 -0.02 (-0.03%)
As of 08/22/2025 07:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares California Muni Bond ETF (NYSEARCA:CMF)

Number of
Institutional Buyers
(last 12 months)
252
Total
Institutional Inflows
(last 12 months)
$998.37M
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$521.12M
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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
8/16/2025 Evergreen Capital Management LLC38,184$2.13M0.1%+11.9%0.062%
8/15/2025 Corient Private Wealth LLC13,340$744K0.0%+246.4%0.022%
8/15/2025 WealthCollab LLC39,113$2.18M1.2%+10.3%0.064%
8/15/2025 Captrust Financial Advisors342,904$19.11M0.0%+66.7%0.558%
8/15/2025 Manhattan West Asset Management LLC337,861$18.83M4.4%+0.4%0.550%
8/15/2025 WFA of San Diego LLC465$26K0.0%N/A0.001%
8/15/2025 Two Sigma Securities LLC4,976$277K0.0%N/A0.008%
8/15/2025 Sherman Asset Management Inc.3,744$209K0.2%+5.1%0.006%
8/15/2025 Smartleaf Asset Management LLC21,626$1.20M0.1%+178.9%0.035%
8/15/2025 Orion Porfolio Solutions LLC134,094$7.47M0.1%+636.1%0.218%
8/15/2025 MML Investors Services LLC84,955$4.74M0.0%+31.0%0.138%
8/15/2025 McIlrath & Eck LLC31,810$1.77M0.2%+4.3%0.052%
8/15/2025 EP Wealth Advisors LLC1,195,011$66.61M0.4%-6.2%1.946%
8/15/2025 Bank of America Corp DE1,172,106$65.33M0.0%-9.4%1.909%
8/15/2025 Ameriprise Financial Inc.235,015$13.09M0.0%+25.6%0.383%
8/14/2025 Jane Street Group LLC1,792,639$99.92M0.0%+73.7%2.920%
8/14/2025 Raymond James Financial Inc.130,977$7.30M0.0%-27.4%0.213%
8/14/2025 Betterment LLC200,986$11.20M0.0%+3.0%0.327%
8/14/2025 Quantinno Capital Management LP24,961$1.39M0.0%N/A0.041%
8/14/2025 Alliancebernstein L.P.219,598$12.24M0.0%+11.8%0.358%
8/14/2025 Sand Hill Global Advisors LLC89,315$4.98M0.2%N/A0.145%
8/14/2025 Sei Investments Co.274,376$15.29M0.0%+12.1%0.447%
8/14/2025 NewEdge Advisors LLC116,458$6.49M0.0%-6.7%0.190%
8/14/2025 Qube Research & Technologies Ltd7,283$406K0.0%+189.6%0.012%
8/14/2025 Gerber Kawasaki Wealth & Investment Management22,691$1.27M0.0%+12.5%0.037%
8/14/2025 Cerity Partners LLC226,840$12.64M0.0%-4.0%0.369%
8/13/2025 Rosenblum Silverman Sutton S F Inc. CA3,980$222K0.1%N/A0.006%
8/13/2025 Flow Traders U.S. LLC20,956$1.17M0.0%+35.9%0.034%
8/13/2025 SageView Advisory Group LLC4,315$239K0.0%N/A0.007%
8/13/2025 Brown Advisory Inc.11,991$668K0.0%+202.7%0.020%
8/13/2025 North Berkeley Wealth Management LLC6,892$384K0.4%-34.5%0.011%
8/13/2025 Guggenheim Capital LLC121,282$6.76M0.1%+65.6%0.198%
8/13/2025 Argyle Capital Partners LLC22,853$1.27M1.0%-2.3%0.037%
8/13/2025 Beacon Pointe Advisors LLC111,153$6.20M0.1%+5.6%0.181%
8/13/2025 Portfolio Design Labs LLC15,406$859K0.2%N/A0.025%
8/13/2025 Fisher Asset Management LLC5,616$313K0.0%-19.8%0.009%
8/13/2025 Lido Advisors LLC14,585$813K0.0%-34.3%0.024%
8/13/2025 Rinkey Investments244,258$13.62M4.1%+177.0%0.398%
8/13/2025 Hsbc Holdings PLC21,899$1.22M0.0%-12.2%0.036%
8/13/2025 Northwestern Mutual Wealth Management Co.87,919$4.90M0.0%-26.7%0.143%
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8/13/2025 Choreo LLC75,165$4.19M0.1%-24.6%0.122%
8/12/2025 Financial Advocates Investment Management7,080$395K0.0%-23.0%0.012%
8/12/2025 Columbia Bank61,051$3.39M1.0%+67.5%0.099%
8/12/2025 RiverFront Investment Group LLC64,738$3.61M0.1%+49.9%0.105%
8/12/2025 Steward Partners Investment Advisory LLC28,420$1.58M0.0%+424.7%0.046%
8/12/2025 Global Retirement Partners LLC11,987$668K0.0%N/A0.020%
8/12/2025 Coldstream Capital Management Inc.4,213$235K0.0%-51.2%0.007%
8/12/2025 Charles Schwab Investment Management Inc.7,717,458$430.17M0.1%-24.8%12.569%
8/12/2025 AlphaCore Capital LLC851$47K0.0%-27.7%0.001%
8/12/2025 Journey Strategic Wealth LLC37,790$2.11M0.1%+115.9%0.062%
8/12/2025 MAI Capital Management27,513$1.53M0.0%-15.7%0.045%
8/12/2025 JPMorgan Chase & Co.519,217$28.94M0.0%+5.4%0.846%
8/11/2025 Aspen Investment Management Inc10,631$593K0.2%-2.3%0.017%
8/11/2025 Wealthspire Advisors LLC45,622$2.54M0.0%-23.0%0.072%
8/11/2025 Perennial Investment Advisors LLC7,433$414K0.0%+26.6%0.012%
8/11/2025 Greykasell Wealth Strategies Inc.14,621$815K0.4%+1.5%0.023%
8/11/2025 Bell Investment Advisors Inc18,775$1.05M0.2%-74.7%0.030%
8/8/2025 Rockefeller Capital Management L.P.33,988$1.90M0.0%+8.9%0.054%
8/8/2025 Itau Unibanco Holding S.A.18,342$1.02M0.0%-128.5%0.029%
8/8/2025 Kingsview Wealth Management LLC4,372$244K0.0%-17.8%0.007%
8/8/2025 Avantax Advisory Services Inc.80,438$4.48M0.0%+33.9%0.128%
8/8/2025 Union Savings Bank6,411$355K0.2%+6.3%0.010%
8/8/2025 Cetera Investment Advisers219,757$12.25M0.0%-5.7%0.349%
8/8/2025 Creative Planning200,340$11.17M0.0%-17.5%0.318%
8/8/2025 Meridian Wealth Management LLC6,920$386K0.0%+13.5%0.011%
8/8/2025 Empower Advisory Group LLC27,495$1.53M0.0%+7.6%0.044%
8/8/2025 Bailard Inc.1,344,831$74.96M1.7%+16.7%2.136%
8/7/2025 Shared Vision Wealth Group LLC4,507$250K0.1%-60.3%0.007%
8/7/2025 SFE Investment Counsel6,098$340K0.1%-17.4%0.010%
8/7/2025 Brio Consultants LLC199,252$11.11M1.6%-41.2%0.317%
8/6/2025 RWA Wealth Partners LLC344,078$19.18M0.2%-1.9%0.547%
8/6/2025 Atlas Legacy Advisors LLC203,783$11.36M2.5%+449.7%0.324%
8/6/2025 Savant Capital LLC8,889$495K0.0%-51.7%0.014%
8/6/2025 Golden State Wealth Management LLC5,319$296K0.0%-22.6%0.008%
8/5/2025 Crestwood Advisors Group LLC10,483$584K0.0%N/A0.017%
8/5/2025 TME Financial Inc.7,999$446K0.4%-35.4%0.013%
8/5/2025 Elyxium Wealth LLC4,333$242K0.1%-28.6%0.007%
8/5/2025 Freestone Capital Holdings LLC71,482$3.98M0.1%+3.8%0.114%
8/5/2025 Westside Investment Management Inc.40,272$2.25M0.4%-3.5%0.064%
8/5/2025 Bank of Montreal Can124,879$6.96M0.0%-44.4%0.198%
8/5/2025 Mission Wealth Management LP80,393$4.48M0.1%-18.9%0.128%
8/5/2025 TIAA Trust National Association732,028$40.80M0.1%+31.5%1.163%
8/5/2025 Navalign LLC174,885$9.75M2.7%-11.5%0.278%
8/5/2025 Gould Asset Management LLC CA42,855$2.39M0.5%-12.4%0.068%
8/4/2025 Assetmark Inc.387,350$21.59M0.1%+7.9%0.615%
8/1/2025 Clark Asset Management LLC23,423$1.31M0.2%-10.2%0.037%
8/1/2025 GWN Securities Inc.3,726$208K0.0%-92.4%0.006%
8/1/2025 Facet Wealth Inc.1,278,713$70.89M1.6%+24.0%2.031%
8/1/2025 Ashton Thomas Private Wealth LLC13,896$775K0.0%N/A0.022%
8/1/2025 Envestnet Asset Management Inc.519,514$28.96M0.0%+10.7%0.825%
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7/31/2025 Wealthfront Advisers LLC8,648,197$482.05M1.2%-3.4%13.738%
7/31/2025 Ndwm LLC96,464$5.38M3.9%+121.4%0.153%
7/31/2025 Focus Partners Advisor Solutions LLC5,839$325K0.0%-51.3%0.009%
7/31/2025 Opes Wealth Management LLC387,164$21.58M3.8%+6.6%0.615%
7/30/2025 Silver Oak Wealth Advisors Services LLC79,545$4.43M3.2%+229.6%0.126%
7/30/2025 Caliber Wealth Management LLC KS8,164$455K0.0%N/A0.013%
7/30/2025 Whittier Trust Co.55,197$3.08M0.0%+4.7%0.088%
7/29/2025 Orin Green Financial LLC342,121$19.07M8.1%-6.5%0.543%
7/29/2025 DeDora Capital Inc.48,159$2.68M0.7%+5.4%0.077%
7/29/2025 Stordahl Capital Management Inc.3,956$221K0.0%+7.7%0.006%
(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, 349 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 17,542,919 shares in the last 24 months. This purchase volume represents approximately $998.37M in transactions.

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

Of the 146 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 9,242,853 shares in the last 24 months. This volume of shares sold represents approximately $521.12M in transactions.


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This page (NYSEARCA:CMF) was last updated on 8/25/2025 by MarketBeat.com Staff
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