Free Trial
→ Trump Orders 'National Digital Asset Stockpile' (From Crypto 101 Media) (Ad) Buy CMF Stock  Free CMF Stock Alerts

iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$55.60 -0.07 (-0.13%)
As of 02:29 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares California Muni Bond ETF (NYSEARCA:CMF)

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$682.93M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$233.96M
Get CMF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares California Muni Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CMF Institutional Buying and Selling by Quarter

iShares California Muni Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Gould Asset Management LLC CA48,915$2.75M0.6%+3.3%0.079%
5/1/2025CWM LLC106,189$5.98M0.0%N/A0.172%
5/1/2025Curtis Advisory Group LLC20,102$1.13M0.3%-29.9%0.033%
5/1/2025IFC Advisors LLC23,228$1.31M0.3%+2.6%0.038%
5/1/2025Omega Financial Group LLC74,948$4.22M1.6%-1.2%0.121%
5/1/2025SteelPeak Wealth LLC55,455$3.12M0.1%-2.0%0.090%
4/30/2025 Cerity Partners LLC236,180$13.29M0.0%+5.6%0.382%
4/30/2025 Cornerstone Investment Partners LLC3,923$221K0.0%N/A0.006%
4/30/2025 TRU Independence Asset Management 2 LLC11,807$664K0.5%-9.6%0.019%
4/30/2025 Allworth Financial LP15,660$866K0.0%-18.7%0.025%
4/30/2025 Capital Insight Partners LLC14,271$803K0.1%+12.4%0.023%
4/30/2025 Heritage Wealth Management Inc. CA 48,718$2.74M2.1%+1.9%0.079%
4/30/2025 Navalign LLC197,613$11.12M3.2%+30.7%0.320%
4/30/2025 Davidson Investment Advisors15,028$846K0.0%+28.8%0.024%
4/30/2025 Abound Financial LLC2,203$124K0.1%N/A0.004%
4/30/2025 Crossmark Global Holdings Inc.4,270$240K0.0%N/A0.007%
4/29/2025 Envestnet Asset Management Inc.469,238$26.41M0.0%-3.2%0.759%
4/29/2025 Traveka Wealth LLC78,115$4.40M2.5%-0.3%0.126%
4/29/2025 Olde Wealth Management LLC1,040$58K0.0%N/A0.002%
4/29/2025 Columbia River Financial Group LLC2,508$141K0.1%N/A0.004%
4/29/2025 OneDigital Investment Advisors LLC166,059$9.35M0.1%-4.9%0.269%
4/29/2025 SimpliFi Inc.24,668$1.39M0.6%+1.9%0.040%
4/28/2025 Clark Asset Management LLC26,098$1.47M0.2%+6.0%0.042%
4/28/2025 Silver Oak Wealth Advisors Services LLC24,135$1.36M1.2%+24.3%0.039%
4/28/2025 Instrumental Wealth LLC12,606$698K0.6%+9.5%0.020%
4/25/2025 Lodestar Private Asset Management LLC64,461$3.63M0.5%-10.8%0.104%
4/25/2025 Westside Investment Management Inc.41,727$2.35M0.5%-3.1%0.068%
4/25/2025 Amara Financial LLC.79,260$4.46M4.1%-16.9%0.128%
4/25/2025 Sovran Advisors LLC11,232$620K0.1%+58.0%0.018%
4/24/2025 Golden State Wealth Management LLC6,874$387K0.1%-5.2%0.011%
4/24/2025 Bank of Stockton76,775$4.32M1.4%-2.6%0.124%
4/23/2025 Pure Financial Advisors LLC197,195$11.10M0.2%-0.7%0.295%
4/23/2025 Perigon Wealth Management LLC7,522$423K0.0%+8.0%0.011%
4/23/2025 Golden State Wealth Management LLC13,748$774K0.1%+89.7%0.021%
4/23/2025 Mattern Capital Management LLC11,151$628K0.1%-9.5%0.017%
4/23/2025 Climber Capital SA12,660$713K4.2%N/A0.019%
4/23/2025 Palisade Asset Management LLC4,281$241K0.0%N/A0.006%
4/23/2025 Valmark Advisers Inc.70,578$3.97M0.1%+18.7%0.105%
4/22/2025 Spinnaker Investment Group LLC21,613$1.22M0.3%-47.4%0.032%
4/22/2025 Garde Capital Inc.122,339$6.89M0.4%N/A0.183%
Trump Makes Major Crypto Announcement (Ad)

Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.

Click here to check it out now
4/22/2025 Union Savings Bank6,031$339K0.2%N/A0.009%
4/22/2025 ERTS Wealth Advisors LLC5,355$301K0.1%+17.2%0.008%
4/21/2025 True Link Financial Advisors LLC12,160$684K0.1%+6.2%0.018%
4/21/2025 Envestnet Portfolio Solutions Inc.204,743$11.52M0.0%+12.3%0.306%
4/18/2025 Creative Capital Management Investments LLC50,562$2.85M1.1%-9.1%0.076%
4/18/2025 Pacific Capital Wealth Advisors Inc.23,797$1.34M0.2%-15.7%0.036%
4/18/2025 Halbert Hargrove Global Advisors LLC551$31K0.0%N/A0.001%
4/17/2025 Adero Partners LLC7,845$442K0.0%-36.1%0.012%
4/17/2025 Mission Wealth Management LP99,109$5.58M0.1%-5.8%0.148%
4/17/2025 RHS Financial LLC28,856$1.62M0.9%-6.7%0.043%
4/17/2025 Affinity Capital Advisors LLC148,325$8.11M1.6%+17.0%0.222%
4/17/2025 Dynamic Advisor Solutions LLC28,806$1.62M0.1%-2.6%0.043%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC68,077$3.83M0.1%+20.1%0.102%
4/17/2025 Raub Brock Capital Management LP412,617$23.22M5.2%+0.3%0.616%
4/16/2025 Wealth Enhancement Advisory Services LLC17,189$967K0.0%-9.7%0.026%
4/16/2025 Twin Peaks Wealth Advisors LLC5,684$314K0.1%+3.8%0.008%
4/16/2025 NorthCrest Asset Manangement LLC7,677$432K0.0%-3.0%0.011%
4/15/2025 Two West Capital Advisors LLC6,990$382K0.3%+33.6%0.010%
4/15/2025 Shira Ridge Wealth Management24,088$1.36M0.7%-4.1%0.036%
4/15/2025 Fiduciary Financial Group LLC15,932$878K0.2%N/A0.024%
4/15/2025 GAMMA Investing LLC8,361$471K0.0%+21.3%0.012%
4/15/2025 First National Bank Sioux Falls10,000$563K0.2%-2.2%0.015%
4/14/2025 Farther Finance Advisors LLC15,888$894K0.0%+469.9%0.024%
4/14/2025 Miracle Mile Advisors LLC119,835$6.74M0.1%-1.9%0.179%
4/11/2025 Ehrlich Financial Group87,963$4.95M3.6%-8.2%0.131%
4/10/2025 Boltwood Capital Management11,700$658K0.2%-21.8%0.017%
4/10/2025 Eclectic Associates Inc. ADV13,223$744K0.2%-27.1%0.020%
4/10/2025 Warren Street Wealth Advisors LLC56,138$3.16M1.2%-2.0%0.084%
4/10/2025 Apella Capital LLC42,575$2.34M0.1%+14.7%0.064%
4/10/2025 Hennion & Walsh Asset Management Inc.6,023$339K0.0%+35.0%0.009%
4/9/2025 McNaughton Wealth Management LLC30,566$1.72M0.8%+27.1%0.046%
4/8/2025 Myecfo LLC228,833$12.88M6.8%+1.9%0.342%
4/7/2025 GAMMA Investing LLC470,557$26.48M0.0%+6,726.6%0.703%
3/17/2025 Wealth Enhancement Advisory Services LLC19,036$1.09M0.0%+39.4%0.028%
3/17/2025 NorthCrest Asset Manangement LLC7,918$454K0.0%+25.7%0.012%
3/13/2025 Silver Oak Wealth Advisors Services LLC19,424$1.11M1.0%N/A0.028%
2/26/2025 LifeWealth Investments LLC15,806$905K0.6%N/A0.032%
2/24/2025 Instrumental Wealth LLC11,515$658K0.6%+5.1%0.024%
2/19/2025Orin Green Financial LLC370,653$21.23M9.3%+2.4%0.761%
2/18/2025 Navalign LLC151,156$8.66M2.5%+14.3%0.310%
2/18/2025McIlrath & Eck LLC32,056$1.84M0.2%+10.0%0.066%
2/18/2025 Continuum Advisory LLC2,420$139K0.0%N/A0.005%
2/17/2025Trace Wealth Advisors LLC10,452$599K0.5%N/A0.021%
2/17/2025Safeguard Investment Advisory Group LLC18,809$1.08M0.3%-5.7%0.039%
2/17/2025Royal Bank of Canada447,822$25.65M0.0%+5.1%0.920%
2/17/2025Millennium Management LLC10,264$588K0.0%N/A0.021%
2/17/2025Focus Partners Wealth151,584$8.70M0.0%+40.6%0.311%
2/17/2025Fairview Capital Investment Management LLC29,295$1.68M0.1%+3.8%0.060%
2/17/2025Deutsche Bank AG116,120$6.65M0.0%+40.5%0.238%
2/17/2025EP Wealth Advisors LLC1,422,978$81.51M0.7%+8.7%2.922%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/17/2025Cresset Asset Management LLC13,210$757K0.0%N/A0.027%
2/17/2025Cetera Investment Advisers220,407$12.63M0.0%+10.6%0.453%
2/17/2025Citadel Advisors LLC10,920$625K0.0%-31.8%0.022%
2/17/2025Captrust Financial Advisors151,021$8.65M0.0%+40.1%0.310%
2/17/2025Bank of America Corp DE1,693,917$97.03M0.0%+24.7%3.478%
2/17/2025Ameriprise Financial Inc.194,938$11.17M0.0%-6.1%0.400%
2/14/2025Mercer Global Advisors Inc. ADV337,587$19.34M0.0%+17.7%0.693%
2/14/2025 Wise Wealth Partners5,342$306K0.8%N/A0.011%
2/14/2025WealthCollab LLC33,963$1.95M1.2%+16.8%0.070%
2/14/2025Comerica Bank12,620$723K0.0%+7.5%0.026%
(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, 325 institutional investors and hedge funds held shares of iShares California Muni Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($629.78M), 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 ($81.51M), and Facet Wealth Inc. ($65.41M).Learn more on CMF's institutional investors.

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

Of the 293 institutional investors that purchased iShares California Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($4.92M), Charles Schwab Investment Management Inc. ($3.64M), Wealthfront Advisers LLC ($2.31M), FMR LLC ($1.82M), EP Wealth Advisors LLC ($1.47M), TIAA Trust National Association ($714.26K), and Facet Wealth Inc. ($634.12K).

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

Institutional investors have bought a total of 27,305,187 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

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

Of the 155 institutional investors that sold iShares California Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.25M), Charles Schwab Investment Advisory Inc. ($1.74M), Bailard Inc. ($717.03K), Stratos Wealth Partners LTD. ($481.82K), Miracle Mile Advisors LLC ($376.42K), FMR LLC ($375.26K), and Envestnet Asset Management Inc. ($359.65K).

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

Institutional investors have sold a total of 9,066,633 shares in the last 24 months. This volume of shares sold represents approximately $514.14M in transactions.


Related Companies

This page (NYSEARCA:CMF) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Trump Orders 'National Digital Asset Stockpile'
Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what c...
Crypto 101 Media | Sponsored
DOGE officially begins retirement transformation
Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...
Altimetry | Sponsored
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
The next market Nvidia is positioned to dominate …
Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang s...
Weiss Ratings | Sponsored
Feds Just Admitted It—They Can Take Your Cash
The Government Just Said Your Money Isn't Yours That's right—According to the DOJ, YOUR hard-earned money i...
Priority Gold | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored