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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$56.53 +0.06 (+0.11%)
As of 07/24/2026 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)
253
Total
Institutional Inflows
(last 12 months)
$721.09M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$585.09M
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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
7/10/2026 Fiduciary Financial Group LLC30,381$1.75M0.2%+18.1%0.038%
7/10/2026 Spinnaker Investment Group LLC25,279$1.46M0.2%+47.4%0.032%
7/10/2026 Wealthcare Advisory Partners LLC20,707$1.19M0.0%+6.7%0.026%
7/9/2026 Ares Financial Consulting LLC938$54K0.0%-19.9%0.001%
7/9/2026 Shira Ridge Wealth Management14,749$850K0.3%+2.1%0.019%
7/9/2026 Ehrlich Financial Group63,540$3.66M1.9%-7.3%0.080%
7/9/2026 Hennion & Walsh Asset Management Inc.28,542$1.65M0.0%+6.8%0.036%
7/8/2026 Williams & Novak LLC10,346$596K0.4%-30.2%0.013%
7/8/2026 Chesley Taft & Associates LLC6,925$399K0.0%-6.1%0.009%
7/8/2026 RVW Wealth LLC10,236$590K0.0%-14.0%0.013%
7/8/2026 Elmwood Wealth Management Inc.82,736$4.77M1.2%+6.2%0.104%
7/8/2026 Apella Capital LLC204,693$11.77M0.2%-3.7%0.258%
7/8/2026 Clark Asset Management LLC31,230$1.80M0.1%+13.1%0.039%
7/7/2026 Dynamic Advisor Solutions LLC11,723$676K0.0%+4.2%0.015%
7/7/2026 McNaughton Wealth Management LLC21,425$1.24M0.4%-8.1%0.027%
7/7/2026 Tlwm4,928$284K0.0%+23.6%0.006%
7/7/2026 GAMMA Investing LLC957$55K0.0%-91.4%0.001%
7/6/2026 Boltwood Capital Management13,505$778K0.2%+8.8%0.017%
6/25/2026Hamilton Wealth LLC4,482$255K0.0%-48.3%0.006%
6/22/2026 Vilga 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%
5/14/2026 GC 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
5/6/2026 SteelPeak 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%
5/6/2026 Independent 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%
5/4/2026 Empirical 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%
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%
4/30/2026 IMPACTfolio 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%
4/29/2026 Orin 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%
4/24/2026 Keystone 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%
4/23/2026 Members 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%
4/22/2026 Traveka 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%
4/21/2026 Falcon Wealth Planning6,106$347K0.0%+19.4%0.008%
4/20/2026 Apella Capital LLC212,510$12.21M0.2%+238.9%0.289%
4/17/2026Bell Investment Advisors Inc33,763$1.92M0.3%+12.9%0.046%
4/17/2026 Clark Asset Management LLC27,617$1.57M0.1%+30.7%0.038%
4/16/2026 Warren Street Wealth Advisors LLC54,859$3.12M0.8%+0.8%0.075%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
4/16/2026 Montecito Bank & Trust6,450$367K0.1%N/A0.009%
4/15/2026 WESPAC 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%
3/6/2026 Union 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%


CMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 377 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 344 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 12,669,359 shares in the last 24 months. This purchase volume represents approximately $721.09M in transactions.

Of the 134 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 10,339,871 shares in the last 24 months. This volume of shares sold represents approximately $585.09M in transactions.


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This page (NYSEARCA:CMF) was last updated on 7/25/2026 by MarketBeat.com Staff.
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