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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$55.63 -0.02 (-0.04%)
Closing price 08/4/2025 04:10 PM Eastern
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$55.67 +0.04 (+0.07%)
As of 04:00 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)
229
Total
Institutional Inflows
(last 12 months)
$882.69M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$374.46M
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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
8/4/2025Assetmark 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%
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%
7/29/2025 Two West Capital Advisors LLC13,137$726K0.5%+87.9%0.021%
7/29/2025 Werba Rubin Papier Wealth Management16,517$921K0.2%+39.8%0.026%
7/28/2025 WealthPlan Investment Management LLC32,174$1.79M0.1%N/A0.051%
7/28/2025 Davidson Investment Advisors21,585$1.20M0.1%+43.6%0.034%
7/28/2025 Heritage Wealth Management Inc. CA 47,013$2.62M1.7%-3.5%0.075%
7/28/2025 IFC Advisors LLC24,169$1.35M0.3%+4.1%0.038%
7/28/2025 Elmwood Wealth Management Inc.66,175$3.69M1.5%+1.5%0.105%
7/25/2025 Atria Wealth Solutions Inc.3,950$220K0.0%-37.1%0.006%
7/25/2025 Envestnet Portfolio Solutions Inc.239,443$13.35M0.0%+16.9%0.380%
7/25/2025 RHS Financial LLC11,187$624K0.4%-61.2%0.018%
7/25/2025 CWM LLC123,259$6.87M0.0%+16.1%0.196%
7/25/2025 Lodestar Private Asset Management LLC60,579$3.38M0.4%-6.0%0.096%
7/25/2025 One Degree Advisors Inc15,632$871K0.3%N/A0.025%
7/24/2025 Financial Connections Group Inc.166,442$9.28M3.8%-13.2%0.264%
7/24/2025 Williams & Novak LLC17,345$967K0.8%-59.1%0.028%
7/24/2025 True Link Financial Advisors LLC11,810$658K0.0%-2.9%0.019%
7/24/2025 US Bancorp DE66,807$3.72M0.0%+12.0%0.106%
7/23/2025 Values Added Financial LLC12,770$712K0.3%N/A0.020%
7/23/2025 Slow Capital Inc.265,937$14.82M1.8%-19.1%0.422%
7/23/2025 Wise Wealth Partners5,796$323K0.5%+8.0%0.009%
7/23/2025 SteelPeak Wealth LLC59,865$3.34M0.1%+8.0%0.095%
7/23/2025 Prime Capital Investment Advisors LLC73,417$4.09M0.1%-12.6%0.117%
7/22/2025 Three Bridge Wealth Advisors LLC11,972$667K0.2%-18.2%0.019%
7/22/2025 Verus Wealth Management LLC6,950$387K0.4%N/A0.011%
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7/22/2025 Wealthcare Advisory Partners LLC22,698$1.27M0.0%+13.6%0.036%
7/22/2025 McNaughton Wealth Management LLC25,472$1.42M0.6%-16.7%0.040%
7/21/2025 Creative Capital Management Investments LLC32,530$1.81M0.6%-35.7%0.052%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,295$1.35M0.0%-28.5%0.039%
7/21/2025 Mattern Capital Management LLC11,475$640K0.1%+2.9%0.018%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC85,544$4.77M0.1%+25.7%0.136%
7/18/2025 SimpliFi Inc.25,836$1.44M0.6%+4.7%0.041%
7/18/2025 Warren Street Wealth Advisors LLC56,593$3.15M1.0%+0.8%0.090%
7/18/2025 Pure Financial Advisors LLC192,104$10.71M0.2%-2.6%0.305%
7/18/2025 Northeast Financial Group Inc.9,378$523K0.2%+29.4%0.015%
7/18/2025 Trilogy Capital Inc.6,078$339K0.0%N/A0.010%
7/17/2025 HCR Wealth Advisors23,987$1.34M0.2%+1.0%0.038%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH9,060$505K0.1%-28.7%0.014%
7/17/2025 GC Wealth Management RIA LLC13,406$747K0.1%N/A0.021%
7/17/2025 Capital Insight Partners LLC7,937$442K0.1%-44.4%0.013%
7/17/2025 Johnson Bixby & Associates LLC20,582$1.15M0.2%-30.6%0.033%
7/16/2025 TRU Independence Asset Management 2 LLC12,857$717K0.5%+8.9%0.020%
7/16/2025 Paragon Capital Management Ltd13,065$728K0.1%N/A0.021%
7/16/2025 Highline Wealth Partners LLC6,240$348K0.1%-9.4%0.010%
7/16/2025 Instrumental Wealth LLC12,936$717K0.6%+2.6%0.021%
7/16/2025 Spinnaker Investment Group LLC18,733$1.04M0.2%-13.3%0.030%
7/16/2025 Falcon Wealth Planning5,947$331K0.0%-33.1%0.009%
7/16/2025 Blue Oak Capital LLC51,098$2.85M1.5%-4.7%0.081%
7/16/2025 Traveka Wealth LLC75,366$4.20M2.2%-3.5%0.120%
7/15/2025 Bank of Stockton72,851$4.06M1.2%-5.1%0.116%
7/14/2025 GAMMA Investing LLC3,691$206K0.0%-55.9%0.006%
7/14/2025 Sowell 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%
6/6/2025 Blue Oak Capital LLC53,630$3.02M1.7%+185.8%0.084%
5/23/2025 Strategic 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%
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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%
5/15/2025 Focus 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%
(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, 336 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 ($482.05M), FMR LLC ($317.01M), Bank of America Corp DE ($97.03M), EP Wealth Advisors LLC ($71.73M), 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 304 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 15,462,395 shares in the last 24 months. This purchase volume represents approximately $882.69M in transactions.

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

Of the 133 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), Wealthfront Advisers LLC ($303.68K), Envestnet Asset Management Inc. ($163.41K), EP Wealth Advisors LLC ($148.49K), 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 6,597,528 shares in the last 24 months. This volume of shares sold represents approximately $374.46M in transactions.


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This page (NYSEARCA:CMF) was last updated on 8/5/2025 by MarketBeat.com Staff
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