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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$55.74 +0.02 (+0.04%)
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)
243
Total
Institutional Inflows
(last 12 months)
$567.34M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$377.93M
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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
9/2/2026 Range Advisory LLC4,069$235K0.0%N/A0.005%
9/2/2026 Citadel Advisors LLC32,001$1.85M0.0%-21.5%0.039%
8/27/2026 Corient Private Wealth LP31,204$1.80M0.0%+13.1%0.038%
8/23/2026 Andrews Lucia Wealth Management LLC4,194$242K0.1%N/A0.005%
8/23/2026 HB Wealth Management LLC5,053$291K0.0%+12.5%0.006%
8/22/2026 Rose Capital Advisors LLC5,202$300K0.2%N/A0.006%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC27,501$1.59M0.5%N/A0.034%
8/22/2026 Shum Financial Group Inc.3,706$214K0.1%N/A0.005%
8/22/2026 NWF Advisory Services Inc.14,784$852K0.1%-7.4%0.018%
8/22/2026 Syon Capital LLC1,395,697$80.45M3.5%+3.2%1.717%
8/21/2026 WorthPointe LLC7,599$438K0.1%N/A0.009%
8/21/2026 Continuum Advisory LLC2,420$139K0.0%N/A0.003%
8/21/2026 Safeguard Investment Advisory Group LLC6,193$357K0.1%+15.5%0.008%
8/21/2026 Rinkey Investments266,511$15.36M3.5%+2.9%0.328%
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%
6/25/2026 Hamilton Wealth LLC4,482$255K0.0%-48.3%0.006%
6/22/2026 Vilga Financial Planning LLC18,626$1.06M0.9%+8.2%0.025%
6/3/2026 Parallel Advisors LLC25,683$1.46M0.0%-0.9%0.034%
6/3/2026 NewEdge Advisors LLC32,379$1.84M0.0%+8.6%0.043%
5/20/2026 January Capital Advisors LLC10,048$571K0.8%N/A0.013%
5/19/2026McIlrath & 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%
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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%
5/1/2026Financial 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%
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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%


CMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 379 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 ($1.32M), Bank of America Corp DE ($804.24K), Bailard Inc. ($727.03K), and Facet Wealth Inc. ($623.91K).

Institutional investors have bought a total of 9,907,128 shares in the last 24 months. This purchase volume represents approximately $567.34M in transactions.

Of the 111 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), Bank of America Corp DE ($96.78K), NewEdge Advisors LLC ($86.65K), and Syon Capital LLC ($58.15K).

Institutional investors have sold a total of 6,623,098 shares in the last 24 months. This volume of shares sold represents approximately $377.93M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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