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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$54.45 -0.04 (-0.07%)
Closing price 04:10 PM Eastern
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$54.14 -0.32 (-0.58%)
As of 04:10 PM 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)
247
Total
Institutional Inflows
(last 12 months)
$568.93M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$378.47M
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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
10/14/2026RHS Financial LLC6,266$339K0.1%-7.2%0.007%
10/14/2026Affinity Capital Advisors LLC292,335$15.83M1.9%-0.3%0.320%
10/13/202621 West Wealth Management LLC54,560$2.95M2.6%+3.2%0.060%
10/13/2026Sax Wealth Advisors LLC5,221$283K0.0%N/A0.006%
10/9/2026Williams & Novak Wealth Management LLC5,136$278K0.2%-50.4%0.006%
10/9/2026Wedmont Private Capital242,626$13.10M0.3%+70.8%0.272%
10/9/2026McNaughton Wealth Management LLC24,969$1.35M0.5%+16.5%0.028%
10/9/2026Eclectic Associates Inc. ADV7,762$420K0.0%N/A0.009%
10/8/2026Farther Finance Advisors LLC87,718$4.75M0.0%-31.7%0.098%
10/8/2026Apella Capital LLC236,278$12.72M0.2%+15.4%0.265%
10/6/2026RVW Wealth LLC9,896$536K0.0%-3.3%0.011%
10/6/2026GoalFusion Wealth Management LLC6,150$333K0.1%-18.0%0.007%
10/2/2026 Boltwood Capital Management14,915$807K0.2%N/A0.017%
10/1/2026 Montecito Bank & Trust6,450$349K0.1%N/A0.007%
9/23/2026Envestnet Asset Management Inc.1,118,263$64.46M0.0%+9.5%1.344%
9/9/2026Van Hulzen Asset Management LLC5,935$342K0.0%+17.3%0.007%
9/9/2026Engineers Gate Manager LP33,986$1.96M0.0%N/A0.042%
9/9/2026Summit Financial Strategies Inc.3,480$201K0.0%N/A0.004%
9/9/2026Integrated Wealth Concepts LLC52,445$3.02M0.0%+28.7%0.065%
9/9/2026NewEdge Advisors LLC18,087$1.04M0.0%-44.1%0.022%
9/9/2026Baird Financial Group Inc.8,925$514K0.0%+14.5%0.011%
9/8/2026Allworth Financial LP21,409$1.23M0.0%-1.2%0.026%
9/2/2026Range Advisory LLC4,069$235K0.0%N/A0.005%
9/2/2026Citadel Advisors LLC32,001$1.85M0.0%-21.5%0.039%
8/27/2026Corient Private Wealth LP31,204$1.80M0.0%+13.1%0.038%
8/23/2026Andrews Lucia Wealth Management LLC4,194$242K0.1%N/A0.005%
8/23/2026HB Wealth Management LLC5,053$291K0.0%+12.5%0.006%
8/22/2026Rose Capital Advisors LLC5,202$300K0.2%N/A0.006%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC27,501$1.59M0.5%N/A0.034%
8/22/2026Shum Financial Group Inc.3,706$214K0.1%N/A0.005%
8/22/2026NWF Advisory Services Inc.14,784$852K0.1%-7.4%0.018%
8/22/2026Syon Capital LLC1,395,697$80.45M3.5%+3.2%1.717%
8/21/2026WorthPointe LLC7,599$438K0.1%N/A0.009%
8/21/2026Continuum Advisory LLC2,420$139K0.0%N/A0.003%
8/21/2026Safeguard Investment Advisory Group LLC6,193$357K0.1%+15.5%0.008%
8/21/2026Rinkey Investments266,511$15.36M3.5%+2.9%0.328%
7/10/2026Fiduciary Financial Group LLC30,381$1.75M0.2%+18.1%0.038%
7/10/2026Spinnaker Investment Group LLC25,279$1.46M0.2%+47.4%0.032%
7/10/2026Wealthcare Advisory Partners LLC20,707$1.19M0.0%+6.7%0.026%
7/9/2026Ares Financial Consulting LLC938$54K0.0%-19.9%0.001%
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7/9/2026Shira Ridge Wealth Management14,749$850K0.3%+2.1%0.019%
7/9/2026Ehrlich Financial Group63,540$3.66M1.9%-7.3%0.080%
7/9/2026Hennion & Walsh Asset Management Inc.28,542$1.65M0.0%+6.8%0.036%
7/8/2026Williams & Novak LLC10,346$596K0.4%-30.2%0.013%
7/8/2026Chesley Taft & Associates LLC6,925$399K0.0%-6.1%0.009%
7/8/2026RVW Wealth LLC10,236$590K0.0%-14.0%0.013%
7/8/2026Elmwood Wealth Management Inc.82,736$4.77M1.2%+6.2%0.104%
7/8/2026Apella Capital LLC204,693$11.77M0.2%-3.7%0.258%
7/8/2026Clark Asset Management LLC31,230$1.80M0.1%+13.1%0.039%
7/7/2026Dynamic Advisor Solutions LLC11,723$676K0.0%+4.2%0.015%
7/7/2026McNaughton Wealth Management LLC21,425$1.24M0.4%-8.1%0.027%
7/7/2026Tlwm4,928$284K0.0%+23.6%0.006%
7/7/2026GAMMA 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%
6/22/2026Vilga 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%
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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%
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%


CMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 383 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 348 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 ($1.32M), Bank of America Corp DE ($804.24K), Bailard Inc. ($727.03K), and Facet Wealth Inc. ($623.91K).

Institutional investors have bought a total of 9,941,675 shares in the last 24 months. This purchase volume represents approximately $568.93M in transactions.

Of the 114 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 ($4.69M), Renaissance Technologies LLC ($289.20K), First Foundation Advisors ($174.59K), Miracle Mile Advisors LLC ($104.40K), NewEdge Advisors LLC ($100.94K), Bank of America Corp DE ($96.78K), and Syon Capital LLC ($58.15K).

Institutional investors have sold a total of 6,633,930 shares in the last 24 months. This volume of shares sold represents approximately $378.47M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CMF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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