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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$56.84 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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)
$738.75M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$601.79M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 January Capital Advisors LLC10,048$571K0.8%N/A0.013%
5/19/2026 McIlrath & Eck LLC48,612$2.76M0.2%+11.1%0.065%
5/19/2026 NewEdge Advisors LLC32,379$1.84M0.0%+8.6%0.043%
5/19/2026 Bank of America Corp DE1,836,874$104.45M0.0%-5.0%2.464%
5/19/2026 Hamilton Wealth LLC13,446$765K0.1%+55.1%0.018%
5/19/2026 Centaurus Financial Inc.3,448$196K0.0%N/A0.005%
5/18/2026 Royal Bank of Canada471,638$26.82M0.0%+4.7%0.633%
5/16/2026 Quantinno Capital Management LP55,002$3.13M0.0%+15.3%0.074%
5/14/2026 Renaissance 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%
5/14/2026 Compound Planning Inc.99,861$5.68M0.2%+16.9%0.134%
5/14/2026 Modern Wealth Management LLC11,967$681K0.0%+45.9%0.016%
5/14/2026 Sei Investments Co.308,912$17.57M0.0%+0.7%0.414%
5/14/2026 Lido Advisors LLC12,224$695K0.0%-19.4%0.016%
5/13/2026 Cetera Investment Advisers368,508$20.95M0.0%-2.5%0.494%
5/13/2026 WealthCollab LLC46,376$2.64M1.1%+5.5%0.062%
5/12/2026 a16z Perennial Management L.P.4,710$268K0.0%N/A0.006%
5/7/2026 Legacy Wealth Managment LLC ID1,793$102K0.1%+11.9%0.002%
5/7/2026 Parallel Advisors LLC25,683$1.46M0.0%-0.9%0.034%
5/6/2026 Quadrant Private Wealth Management LLC7,027$400K0.1%+16.6%0.009%
5/6/2026 Zhang Financial LLC6,580$374K0.0%N/A0.009%
5/6/2026 Kera Capital Partners Inc.6,203$353K0.0%N/A0.008%
5/6/2026 Assetmark Inc.391,733$22.27M0.0%+5.1%0.525%
5/6/2026 Gould 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%
5/6/2026 Allspring 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%
5/5/2026 Wealthfront Advisers LLC6,199,721$352.52M0.8%+21.3%8.316%
5/5/2026 D.A. Davidson & CO.3,741$213K0.0%N/A0.005%
5/5/2026 Geneos Wealth Management Inc.2,684$153K0.0%+89.7%0.004%
5/5/2026 Sanctuary 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.26,142$1.50M0.0%+4.6%0.038%
3/9/2026 Corient 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%
2/25/2026 Thryve Wealth Management LLC101,461$5.83M2.9%N/A0.149%
2/19/2026 Compound 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%
2/19/2026 Corient Private Wealth LLC32,168$1.85M0.0%+234.9%0.047%
2/18/2026 Mercer Global Advisors Inc. ADV549,343$31.57M0.0%+10.5%0.804%
2/18/2026 Beacon Pointe Advisors LLC115,794$6.65M0.0%+48.5%0.170%
2/18/2026 EP Wealth Advisors LLC1,170,981$67.29M0.3%N/A1.714%
2/18/2026 NewEdge Advisors LLC29,813$1.71M0.0%-4.4%0.044%
2/18/2026 Millennium Management LLC7,242$416K0.0%-23.6%0.011%
2/18/2026 Evolve Private Wealth LLC31,045$1.78M0.1%N/A0.045%
2/18/2026 Engineers Gate Manager LP11,816$679K0.0%-23.6%0.017%
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2/18/2026 Align Financial LLC6,321$363K0.0%N/A0.009%
2/17/2026 Guggenheim Capital LLC292,659$16.82M0.1%+54.3%0.428%
2/17/2026 Northeast Financial Group Inc.8,807$506K0.1%-12.5%0.013%
2/17/2026 Cetera Investment Advisers378,057$21.72M0.0%+19.0%0.554%
2/17/2026 Equitable Holdings Inc.5,486$315K0.0%+41.6%0.008%
2/17/2026 Laird Norton Wetherby Trust Company LLC17,405$1M0.0%N/A0.025%
2/17/2026 Fairview Capital Investment Management LLC33,171$1.91M0.1%+9.6%0.049%
2/17/2026 Osaic Holdings Inc.156,163$8.98M0.0%-4.7%0.229%
2/17/2026 Captrust Financial Advisors351,386$20.19M0.0%+15.8%0.514%
2/17/2026 Royal Bank of Canada450,421$25.88M0.0%+6.9%0.659%


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 345 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 12,986,903 shares in the last 24 months. This purchase volume represents approximately $738.75M in transactions.

Of the 144 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 10,640,580 shares in the last 24 months. This volume of shares sold represents approximately $601.79M in transactions.



This page (NYSEARCA:CMF) was last updated on 5/25/2026 by MarketBeat.com Staff.
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