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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$57.12 +0.01 (+0.02%)
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)
257
Total
Institutional Inflows
(last 12 months)
$805.63M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$703.50M
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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
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%
5/4/2026 Mattern 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%
5/4/2026 NWF Advisory Services Inc.15,960$907K0.1%+5.1%0.021%
5/4/2026 IFC Advisors LLC17,869$1.02M0.1%-6.7%0.024%
5/2/2026 Valmark Advisers Inc.80,669$4.59M0.1%+43.3%0.108%
5/2/2026 Carnegie Investment Counsel7,110$404K0.0%+18.2%0.010%
5/1/2026 Fifth Third Bancorp70,004$3.98M0.0%N/A0.094%
5/1/2026 Financial Connections Group Inc.153,857$8.75M3.0%-2.2%0.206%
4/30/2026 Hsbc Holdings PLC21,228$1.21M0.0%-6.1%0.029%
4/30/2026 Sonata Capital Group Inc.6,435$366K0.1%+53.8%0.009%
4/30/2026 IMPACTfolio LLC5,665$322K0.1%+13.0%0.008%
4/30/2026 Kestra Advisory Services LLC19,995$1.14M0.0%-14.0%0.027%
4/29/2026 Impact 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%
4/29/2026 Navalign LLC200,894$11.42M2.9%+7.4%0.270%
4/29/2026 Silver Oak Wealth Advisors Services LLC66,536$3.78M2.5%-28.0%0.089%
4/29/2026 Bank of Stockton39,537$2.25M0.7%-16.5%0.053%
4/29/2026 Integrated Advisors Network LLC74,459$4.23M0.2%N/A0.100%
4/28/2026 Westfuller Advisors LLC69,064$3.93M1.7%+5.6%0.093%
4/28/2026 Columbia Bank81,426$4.63M1.3%+0.7%0.110%
4/28/2026 Ascentis Independent Advisors7,100$404K0.0%+100.0%0.010%
4/27/2026 Lodestar Private Asset Management LLC54,533$3.10M0.3%+2.0%0.073%
4/24/2026 Root 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%
4/24/2026 DeLarme Wealth Management Inc.6,475$368K0.2%+6.7%0.009%
4/23/2026 Members Wealth LLC5,184$298K0.2%+21.3%0.007%
4/23/2026 Moss Adams Wealth Advisors LLC4,879$277K0.0%-55.2%0.007%
4/22/2026 Caldwell Trust Co2,150$122K0.0%N/A0.003%
4/22/2026 Traveka Wealth LLC49,688$2.83M1.1%-21.8%0.068%
4/22/2026 Creative Capital Management Investments LLC25,547$1.45M0.4%+2.7%0.035%
4/21/2026 Fullerton Advisors LLC95,033$5.40M5.6%+8.6%0.129%
4/21/2026 SmartHarvest 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%
4/17/2026 Bell 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%
4/16/2026 Evolve Private Wealth LLC39,097$2.22M0.1%+25.9%0.053%
4/16/2026 Ballast 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%
3/20/2026 Hsbc 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%
3/6/2026 Hsbc Holdings PLC22,613$1.30M0.0%+136.4%0.033%
3/4/2026 Pure Financial Advisors LLC189,269$10.88M0.2%-0.3%0.277%
2/27/2026 Instrumental 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%
2/19/2026 Axxcess 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%
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%
2/18/2026 Evolve 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%
2/17/2026Fairview Capital Investment Management LLC33,171$1.91M0.1%+9.6%0.049%
2/17/2026Osaic Holdings Inc.156,163$8.98M0.0%-4.7%0.229%
2/17/2026Captrust Financial Advisors351,386$20.19M0.0%+15.8%0.514%
2/17/2026Royal Bank of Canada450,421$25.88M0.0%+6.9%0.659%
2/17/2026Gould Asset Management LLC CA45,315$2.60M0.5%+4.2%0.066%
2/16/2026 MML Investors Services LLC103,391$5.94M0.0%+5.5%0.151%
2/16/2026Mariner LLC905,924$52.05M0.1%+3.3%1.326%
2/16/2026 FF Advisors LLC40,123$2.31M1.0%N/A0.059%
2/16/2026Focus Partners Wealth343,954$19.76M0.0%+26.7%0.504%
2/16/2026Fort Point Capital Partners LLC5,745$332K0.0%-13.3%0.008%
2/16/2026Destination Wealth Management43,565$2.50M0.1%+92.3%0.064%
2/13/2026 Kestra Advisory Services LLC23,261$1.34M0.0%-13.5%0.034%
2/13/2026Stifel Financial Corp50,060$2.88M0.0%+10.1%0.073%
2/13/2026Smartleaf Asset Management LLC20,876$1.20M0.0%+1.3%0.031%
2/13/2026Morgan Stanley1,790,589$102.89M0.0%+1.2%2.622%
2/13/2026Integrated Wealth Concepts LLC18,311$1.05M0.0%-44.9%0.027%
2/13/2026Itau Unibanco Holding S.A.14,817$851K0.0%+35.4%0.022%
2/13/2026Safeguard Investment Advisory Group LLC5,496$316K0.1%-11.0%0.008%
2/13/2026Charles Schwab Investment Management Inc.8,440,029$484.96M0.1%+9.1%12.357%
2/13/2026Ieq Capital LLC33,501$1.93M0.0%+29.3%0.049%
2/13/2026Wells Fargo & Company MN608,644$34.97M0.0%+20.2%0.891%
2/13/2026 Integrity Investment Advisors LLC12,257$704K0.4%N/A0.018%
2/13/2026 Wealthspire Advisors LLC23,271$1.34M0.0%-50.0%0.034%
2/13/2026Tillman Hartley LLC19,126$1.10M0.3%+1.9%0.028%
2/13/2026 Columbia Bank80,826$4.64M1.3%+16.0%0.118%
2/13/2026Gerber Kawasaki Wealth & Investment Management41,114$2.36M0.1%-17.7%0.060%
2/12/2026Jane Street Group LLC140,940$8.10M0.0%+2,030.6%0.206%
2/12/2026Orion Porfolio Solutions LLC3,751$216K0.0%+6.6%0.005%
2/12/2026Sand Hill Global Advisors LLC75,301$4.33M0.2%-2.8%0.110%
2/12/2026 Commonwealth Equity Services LLC124,553$7.16M0.0%+7.2%0.182%
2/12/2026Renaissance Technologies LLC112,600$6.47M0.0%-63.4%0.165%
2/12/2026Steward Partners Investment Advisory LLC361,333$20.76M0.1%-3.4%0.529%
2/12/2026Betterment LLC231,306$13.29M0.0%+6.4%0.339%


CMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMF shares?

During the previous two years, 376 institutional investors and hedge funds held shares of iShares California Muni Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($551.38M), Charles Schwab Investment Management Inc. ($484.96M), FMR LLC ($317.01M), Wealthfront Advisers LLC ($293.61M), Morgan Stanley ($102.89M), Bank of America Corp DE ($93.59M), and Facet Wealth Inc. ($86.61M).Learn more on iShares California Muni Bond ETF's institutional investors.

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

Of the 341 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: Charles Schwab Investment Management Inc. ($4.34M), Wealthfront Advisers LLC ($3.46M), Jane Street Group LLC ($3.35M), EP Wealth Advisors LLC ($1.33M), Bank of America Corp DE ($804.24K), Facet Wealth Inc. ($798.28K), and Bailard Inc. ($776.42K).

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

Institutional investors have bought a total of 14,187,746 shares in the last 24 months. This purchase volume represents approximately $805.63M in transactions.

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

Of the 158 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. ($3.28M), Northwestern Mutual Wealth Management Co. ($674.52K), EP Wealth Advisors LLC ($227.97K), First Foundation Advisors ($208.87K), Renaissance Technologies LLC ($195.30K), and Brio Consultants LLC ($139.69K).

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

Institutional investors have sold a total of 12,449,960 shares in the last 24 months. This volume of shares sold represents approximately $703.50M in transactions.


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