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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$57.58 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
258
Total
Institutional Inflows
(last 12 months)
$736.41M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$601.80M
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Skip Chart & View Institutional Buying and Selling Data

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
6/25/2026Hamilton Wealth LLC4,482$255K0.0%-48.3%0.006%
6/22/2026Vilga Financial Planning LLC18,626$1.06M0.9%+8.2%0.025%
6/3/2026Parallel Advisors LLC25,683$1.46M0.0%-0.9%0.034%
6/3/2026NewEdge Advisors LLC32,379$1.84M0.0%+8.6%0.043%
5/20/2026January Capital Advisors LLC10,048$571K0.8%N/A0.013%
5/19/2026McIlrath & Eck LLC48,612$2.76M0.2%+11.1%0.065%
5/19/2026NewEdge Advisors LLC32,379$1.84M0.0%+8.6%0.043%
5/19/2026Bank of America Corp DE1,836,874$104.45M0.0%-5.0%2.464%
5/19/2026Hamilton Wealth LLC13,446$765K0.1%+55.1%0.018%
5/19/2026Centaurus Financial Inc.3,448$196K0.0%N/A0.005%
5/18/2026Royal Bank of Canada471,638$26.82M0.0%+4.7%0.633%
5/16/2026Quantinno Capital Management LP55,002$3.13M0.0%+15.3%0.074%
5/14/2026Renaissance Technologies LLC18,700$1.06M0.0%-83.4%0.025%
5/14/2026GC Wealth Management RIA LLC12,079$687K0.0%+10.0%0.016%
5/14/2026Compound Planning Inc.99,861$5.68M0.2%+16.9%0.134%
5/14/2026Modern Wealth Management LLC11,967$681K0.0%+45.9%0.016%
5/14/2026Sei Investments Co.308,912$17.57M0.0%+0.7%0.414%
5/14/2026Lido Advisors LLC12,224$695K0.0%-19.4%0.016%
5/13/2026Cetera Investment Advisers368,508$20.95M0.0%-2.5%0.494%
5/13/2026WealthCollab LLC46,376$2.64M1.1%+5.5%0.062%
5/12/2026a16z Perennial Management L.P.4,710$268K0.0%N/A0.006%
5/7/2026Legacy Wealth Managment LLC ID1,793$102K0.1%+11.9%0.002%
5/7/2026Parallel Advisors LLC25,683$1.46M0.0%-0.9%0.034%
5/6/2026Quadrant Private Wealth Management LLC7,027$400K0.1%+16.6%0.009%
5/6/2026Zhang Financial LLC6,580$374K0.0%N/A0.009%
5/6/2026Kera Capital Partners Inc.6,203$353K0.0%N/A0.008%
5/6/2026Assetmark Inc.391,733$22.27M0.0%+5.1%0.525%
5/6/2026Gould Asset Management LLC CA42,780$2.43M0.4%-5.6%0.057%
5/6/2026SteelPeak Wealth LLC45,150$2.57M0.1%-1.1%0.061%
5/6/2026Allspring Global Investments Holdings LLC37,236$2.12M0.0%+30.6%0.050%
5/6/2026Independent Financial Group LLC11,269$641K0.0%N/A0.015%
5/5/2026Wealthfront Advisers LLC6,199,721$352.52M0.8%+21.3%8.316%
5/5/2026D.A. Davidson & CO.3,741$213K0.0%N/A0.005%
5/5/2026Geneos Wealth Management Inc.2,684$153K0.0%+89.7%0.004%
5/5/2026Sanctuary Advisors LLC129,377$7.36M0.0%+6.8%0.174%
5/4/2026Mattern Capital Management LLC12,053$685K0.1%-6.7%0.016%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management35,210$2.00M0.0%-10.3%0.047%
5/4/2026NWF Advisory Services Inc.15,960$907K0.1%+5.1%0.021%
5/4/2026IFC Advisors LLC17,869$1.02M0.1%-6.7%0.024%
5/2/2026Valmark Advisers Inc.80,669$4.59M0.1%+43.3%0.108%
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5/2/2026Carnegie Investment Counsel7,110$404K0.0%+18.2%0.010%
5/1/2026Fifth Third Bancorp70,004$3.98M0.0%N/A0.094%
5/1/2026Financial Connections Group Inc.153,857$8.75M3.0%-2.2%0.206%
4/30/2026Hsbc Holdings PLC21,228$1.21M0.0%-6.1%0.029%
4/30/2026Sonata Capital Group Inc.6,435$366K0.1%+53.8%0.009%
4/30/2026IMPACTfolio LLC5,665$322K0.1%+13.0%0.008%
4/30/2026Kestra Advisory Services LLC19,995$1.14M0.0%-14.0%0.027%
4/29/2026Impact Investors Inc20,065$1.14M0.8%+24.1%0.027%
4/29/2026Orin Green Financial LLC287,164$16.33M6.7%-6.5%0.386%
4/29/2026Navalign LLC200,894$11.42M2.9%+7.4%0.270%
4/29/2026Silver Oak Wealth Advisors Services LLC66,536$3.78M2.5%-28.0%0.089%
4/29/2026Bank of Stockton39,537$2.25M0.7%-16.5%0.053%
4/29/2026Integrated Advisors Network LLC74,459$4.23M0.2%N/A0.100%
4/28/2026Westfuller Advisors LLC69,064$3.93M1.7%+5.6%0.093%
4/28/2026Columbia Bank81,426$4.63M1.3%+0.7%0.110%
4/28/2026Ascentis Independent Advisors7,100$404K0.0%+100.0%0.010%
4/27/2026Lodestar Private Asset Management LLC54,533$3.10M0.3%+2.0%0.073%
4/24/2026Root Financial Partners LLC1,314$75K0.0%-43.2%0.002%
4/24/2026Keystone Global Partners LLC23,103$1.31M0.6%+74.9%0.031%
4/24/2026DeLarme Wealth Management Inc.6,475$368K0.2%+6.7%0.009%
4/23/2026Members Wealth LLC5,184$298K0.2%+21.3%0.007%
4/23/2026Moss Adams Wealth Advisors LLC4,879$277K0.0%-55.2%0.007%
4/22/2026Caldwell Trust Co2,150$122K0.0%N/A0.003%
4/22/2026Traveka Wealth LLC49,688$2.83M1.1%-21.8%0.068%
4/22/2026Creative Capital Management Investments LLC25,547$1.45M0.4%+2.7%0.035%
4/21/2026Fullerton Advisors LLC95,033$5.40M5.6%+8.6%0.129%
4/21/2026SmartHarvest Portfolios LLC10,868$618K0.3%+10.9%0.015%
4/21/2026Falcon Wealth Planning6,106$347K0.0%+19.4%0.008%
4/20/2026Apella Capital LLC212,510$12.21M0.2%+238.9%0.289%
4/17/2026Bell Investment Advisors Inc33,763$1.92M0.3%+12.9%0.046%
4/17/2026Clark Asset Management LLC27,617$1.57M0.1%+30.7%0.038%
4/16/2026Warren Street Wealth Advisors LLC54,859$3.12M0.8%+0.8%0.075%
4/16/2026Evolve Private Wealth LLC39,097$2.22M0.1%+25.9%0.053%
4/16/2026Ballast Rock Private Wealth LLC84,568$4.81M2.7%+110.6%0.115%
4/16/2026Montecito Bank & Trust6,450$367K0.1%N/A0.009%
4/15/2026WESPAC Advisors SoCal LLC28,975$1.65M0.4%-9.2%0.040%
3/20/2026Hsbc Holdings PLC22,613$1.30M0.0%+136.4%0.033%
3/17/2026Rockefeller Capital Management L.P.26,142$1.50M0.0%+4.6%0.038%
3/9/2026Corient Private Wealth LLC32,168$1.85M0.0%+234.9%0.047%
3/6/2026Union Savings Bank7,947$457K0.2%N/A0.012%
3/6/2026Hsbc Holdings PLC22,613$1.30M0.0%+136.4%0.033%
3/4/2026Pure Financial Advisors LLC189,269$10.88M0.2%-0.3%0.277%
2/27/2026Instrumental Wealth LLC13,581$793K0.5%+3.5%0.020%
2/25/2026Thryve Wealth Management LLC101,461$5.83M2.9%N/A0.149%
2/19/2026Compound Planning Inc.85,432$4.91M0.1%+8.1%0.125%
2/19/2026Axxcess Wealth Management LLC195,887$11.26M0.1%N/A0.287%
2/19/2026Corient Private Wealth LLC32,168$1.85M0.0%+234.9%0.047%
2/18/2026Mercer Global Advisors Inc. ADV549,343$31.57M0.0%+10.5%0.804%
2/18/2026Beacon Pointe Advisors LLC115,794$6.65M0.0%+48.5%0.170%
2/18/2026EP Wealth Advisors LLC1,170,981$67.29M0.3%N/A1.714%
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2/18/2026NewEdge Advisors LLC29,813$1.71M0.0%-4.4%0.044%
2/18/2026Millennium Management LLC7,242$416K0.0%-23.6%0.011%
2/18/2026Evolve Private Wealth LLC31,045$1.78M0.1%N/A0.045%
2/18/2026Engineers Gate Manager LP11,816$679K0.0%-23.6%0.017%
2/18/2026Align Financial LLC6,321$363K0.0%N/A0.009%
2/17/2026Guggenheim Capital LLC292,659$16.82M0.1%+54.3%0.428%
2/17/2026Northeast Financial Group Inc.8,807$506K0.1%-12.5%0.013%
2/17/2026Cetera Investment Advisers378,057$21.72M0.0%+19.0%0.554%
2/17/2026Equitable Holdings Inc.5,486$315K0.0%+41.6%0.008%
2/17/2026Laird Norton Wetherby Trust Company LLC17,405$1M0.0%N/A0.025%


CMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 380 institutional investors and hedge funds held shares of iShares California Muni Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($484.96M), Wealthfront Advisers LLC ($352.52M), FMR LLC ($317.01M), Bank of America Corp DE ($104.45M), Morgan Stanley ($102.89M), Facet Wealth Inc. ($86.61M), and Bailard Inc. ($82.69M).Learn more on iShares California Muni Bond ETF's institutional investors.

Of the 346 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: Wealthfront Advisers LLC ($4.55M), Charles Schwab Investment Management Inc. ($4.34M), Jane Street Group LLC ($3.01M), EP Wealth Advisors LLC ($1.33M), Bank of America Corp DE ($804.24K), Bailard Inc. ($776.42K), and Facet Wealth Inc. ($623.91K).

Institutional investors have bought a total of 12,945,141 shares in the last 24 months. This purchase volume represents approximately $736.41M in transactions.

Of the 142 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: Wealthfront Advisers LLC ($4.99M), Charles Schwab Investment Management Inc. ($2.54M), Renaissance Technologies LLC ($289.20K), Bank of America Corp DE ($217.89K), First Foundation Advisors ($174.59K), Brio Consultants LLC ($139.69K), and Miracle Mile Advisors LLC ($104.40K).

Institutional investors have sold a total of 10,640,748 shares in the last 24 months. This volume of shares sold represents approximately $601.80M in transactions.


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This page (NYSEARCA:CMF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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