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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$55.47 +0.07 (+0.13%)
As of 05/23/2025 04:10 PM Eastern

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)
$867.39M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$344.95M
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CMF Institutional Buying and Selling by Quarter

iShares California Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/23/2025Strategic Financial Services Inc.13,394$754K0.0%+95.7%0.021%
5/20/2025 Focus Partners Wealth154,187$8.68M0.0%+1.7%0.240%
5/20/2025 Strive Asset Management LLC100,564$5.66M3.9%N/A0.157%
5/19/2025 Jane Street Group LLC1,031,769$58.07M0.0%N/A1.607%
5/16/2025 McIlrath & Eck LLC30,486$1.72M0.2%-4.9%0.047%
5/16/2025 Bell Investment Advisors Inc74,152$4.17M0.8%+15.5%0.120%
5/16/2025 Goldman Sachs Group Inc.6,218$350K0.0%-12.9%0.010%
5/16/2025 Jones Financial Companies Lllp1,000$58K0.0%-94.5%0.002%
5/16/2025 NewEdge Advisors LLC124,764$7.02M0.0%-4.9%0.202%
5/16/2025 Integrated Wealth Concepts LLC36,998$2.08M0.0%-21.2%0.060%
5/16/2025 AQR Capital Management LLC8,556$482K0.0%+35.8%0.014%
5/15/2025 EP 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%
5/15/2025 Royal Bank of Canada435,169$24.49M0.0%-2.8%0.704%
5/15/2025 Betterment LLC195,066$10.98M0.0%-7.6%0.316%
5/15/2025 MAI Capital Management32,641$1.84M0.0%-27.9%0.053%
5/15/2025 Calton & Associates Inc.4,224$238K0.1%+5.8%0.007%
5/15/2025 OLD Mission Capital LLC9,150$515K0.0%N/A0.015%
5/15/2025 Gerber Kawasaki Wealth & Investment Management20,163$1.14M0.1%+43.7%0.033%
5/14/2025 Ieq Capital LLC21,845$1.23M0.0%+170.6%0.035%
5/14/2025 Jane Street Group LLC1,031,769$58.07M0.0%N/A1.670%
5/14/2025 Comerica Bank21,268$1.20M0.0%+68.5%0.034%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC121,670$6.84M0.0%-0.8%0.197%
5/14/2025 Smartleaf Asset Management LLC7,754$435K0.0%+51,593.3%0.013%
5/14/2025 Northwestern Mutual Wealth Management Co.119,897$6.75M0.0%-83.8%0.194%
5/14/2025 Kestra Advisory Services LLC18,778$1.06M0.0%-80.0%0.030%
5/14/2025 Compound Planning Inc.55,728$3.14M0.1%+1.9%0.090%
5/14/2025 Flow Traders U.S. LLC15,419$868K0.0%-66.1%0.025%
5/14/2025 Hsbc Holdings PLC24,929$1.40M0.0%+1.1%0.040%
5/14/2025 RWA Wealth Partners LLC350,687$19.74M0.2%-4.2%0.567%
5/13/2025 Keystone Global Partners LLC17,211$969K0.7%N/A0.028%
5/13/2025 Freestone Capital Holdings LLC68,878$3.88M0.1%+3.3%0.111%
5/13/2025 Raymond James Financial Inc.180,521$10.16M0.0%-9.3%0.292%
5/13/2025 HighTower Advisors LLC54,493$3.07M0.0%+27.5%0.088%
5/12/2025 Meridian Wealth Management LLC6,095$343K0.0%+40.8%0.010%
5/12/2025 Northeast Financial Group Inc.7,249$408K0.1%-16.4%0.012%
5/12/2025 Atlas Capital Advisors Inc.7,782$438K0.1%-5.9%0.013%
5/12/2025 Manhattan West Asset Management LLC336,431$18.93M4.8%+2.3%0.544%
5/12/2025 Townsquare Capital LLC55,543$3.13M0.0%-2.0%0.090%
5/12/2025 Integrity Financial Corp WA2,667$150K0.1%-40.3%0.004%
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5/12/2025 Bristlecone Advisors LLC17,100$962K0.1%+36.7%0.028%
5/12/2025 AlphaCore Capital LLC1,177$66K0.0%N/A0.002%
5/9/2025 Charles Schwab Investment Management Inc.10,260,508$577.46M0.1%-6.7%16.603%
5/9/2025 Conquis Financial LLC18,947$1.07M1.1%+10.7%0.031%
5/9/2025 Greykasell Wealth Strategies Inc.14,408$811K0.4%+13.8%0.023%
5/9/2025 Tidemark LLC1,050$59K0.0%-81.1%0.002%
5/9/2025 Wealthspire Advisors LLC59,238$3.33M0.0%+151.4%0.096%
5/9/2025 Financial Connections Group Inc.191,708$10.79M4.9%-16.6%0.310%
5/9/2025 Atria Wealth Solutions Inc.6,276$353K0.0%-47.8%0.010%
5/9/2025 Empower Advisory Group LLC25,563$1.44M0.0%+1.3%0.041%
5/8/2025 TIAA Trust National Association556,489$31.32M0.1%-7.2%0.900%
5/8/2025 US Bancorp DE59,623$3.36M0.0%+5.7%0.096%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,986$1.91M0.0%+33.4%0.055%
5/8/2025 First Foundation Advisors527,462$29.69M1.2%-6.1%0.853%
5/7/2025 Werba Rubin Papier Wealth Management11,814$665K0.1%-47.8%0.019%
5/7/2025 Atlas Legacy Advisors LLC37,072$2.09M0.5%-2.3%0.060%
5/7/2025 Facet Wealth Inc.1,030,908$57.23M1.5%-10.3%1.668%
5/7/2025 LPL Financial LLC800,761$45.07M0.0%-3.0%1.296%
5/6/2025 Assetmark Inc.358,976$20.20M0.1%+9.0%0.581%
5/6/2025 Cetera Investment Advisers232,961$13.11M0.0%+5.7%0.377%
5/6/2025 Avantax Advisory Services Inc.60,055$3.38M0.0%+11.7%0.097%
5/6/2025 Orin Green Financial LLC366,010$20.09M9.3%-1.3%0.592%
5/6/2025 Journey Strategic Wealth LLC17,506$985K0.0%-2.7%0.028%
5/6/2025 SFE Investment Counsel7,385$416K0.1%N/A0.012%
5/6/2025 Carnegie Investment Counsel6,675$376K0.0%N/A0.011%
5/6/2025 Opes Wealth Management LLC363,362$20.45M4.1%+5.4%0.588%
5/6/2025 Quadrant Private Wealth Management LLC4,387$247K0.1%-19.5%0.007%
5/6/2025 DeDora Capital Inc.45,679$2.57M0.7%+12.2%0.074%
5/6/2025 Choreo LLC99,635$5.61M0.1%-3.3%0.161%
5/6/2025 Clifford Swan Investment Counsel LLC9,260$521K0.0%+32.1%0.015%
5/5/2025 West Wealth Group LLC206,136$11.60M3.4%+7.5%0.334%
5/5/2025 IFP Advisors Inc1,121$63K0.0%-15.1%0.002%
5/5/2025 Calton & Associates Inc.5,789$326K0.0%+44.9%0.009%
5/5/2025 Stordahl Capital Management Inc.3,673$207K0.0%N/A0.006%
5/2/2025 KM Capital Management Ltd.8,852$498K0.3%+53.8%0.014%
5/2/2025 Kingsview Wealth Management LLC5,321$299K0.0%-6.4%0.009%
5/2/2025 Bailard Inc.1,152,134$64.84M1.7%+8.4%1.864%
5/2/2025 Ndwm LLC43,571$2.45M2.4%+248.7%0.071%
5/2/2025 Wealthfront Advisers LLC8,951,879$503.81M1.4%+31.1%14.485%
5/2/2025 Whittier Trust Co.52,729$2.97M0.0%-20.0%0.085%
5/2/2025 Slow Capital Inc.328,899$18.51M2.5%+15.9%0.532%
5/1/2025 Gould Asset Management LLC CA48,915$2.75M0.6%+3.3%0.079%
5/1/2025 CWM LLC106,189$5.98M0.0%N/A0.172%
5/1/2025 Curtis Advisory Group LLC20,102$1.13M0.3%-29.9%0.033%
5/1/2025 IFC Advisors LLC23,228$1.31M0.3%+2.6%0.038%
5/1/2025 Omega Financial Group LLC74,948$4.22M1.6%-1.2%0.121%
5/1/2025 SteelPeak 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%
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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%
(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 CMF's institutional investors.

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

Of the 301 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 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 ($1.47M), 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 26,728,069 shares in the last 24 months. This purchase volume represents approximately $1.52B in transactions.

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

Of the 170 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. ($2.98M), Charles Schwab Investment Advisory Inc. ($1.74M), Northwestern Mutual Wealth Management Co. ($915.30K), Bailard Inc. ($717.03K), Stratos Wealth Partners LTD. ($481.82K), Miracle Mile Advisors LLC ($376.42K), and FMR LLC ($375.26K).

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

Institutional investors have sold a total of 10,921,442 shares in the last 24 months. This volume of shares sold represents approximately $618.34M in transactions.



This page (NYSEARCA:CMF) was last updated on 5/24/2025 by MarketBeat.com Staff
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