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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$57.56 +0.06 (+0.10%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares California Muni Bond ETF (NYSEARCA:CMF)

Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$700.76M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$182.23M
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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
11/19/2024 McIlrath & Eck LLC29,140$1.69M0.2%+13.7%0.060%
11/15/2024 MML Investors Services LLC63,924$3.72M0.0%+18.8%0.131%
11/15/2024 Orion Portfolio Solutions LLC19,203$1.12M0.0%-12.4%0.039%
11/15/2024 EP Wealth Advisors LLC1,309,215$76.08M0.7%+2.8%2.688%
11/15/2024 Jane Street Group LLC52,582$3.06M0.0%N/A0.108%
11/15/2024 Stifel Financial Corp17,202$1M0.0%+27.2%0.035%
11/15/2024 Integrated Wealth Concepts LLC18,139$1.05M0.0%+55.8%0.037%
11/15/2024 HighTower Advisors LLC33,276$1.94M0.0%-24.9%0.068%
11/14/2024 Captrust Financial Advisors107,808$6.27M0.0%+3.1%0.221%
11/14/2024 Rockefeller Capital Management L.P.20,506$1.19M0.0%N/A0.042%
11/14/2024 Carl P. Sherr & Co. LLC12,499$726K0.4%-12.2%0.026%
11/14/2024 Bell Investment Advisors Inc59,353$3.45M0.6%+6.6%0.122%
11/13/2024 Townsquare Capital LLC57,130$3.32M0.0%+318.8%0.117%
11/13/2024 FMR LLC5,909,686$343.41M0.0%+4.6%12.135%
11/13/2024 Bank of Montreal Can143,977$8.38M0.0%+4.4%0.296%
11/13/2024Fisher Asset Management LLC6,102$355K0.0%-16.6%0.013%
11/12/2024Larson Financial Group LLC1,500$87K0.0%+100.0%0.003%
11/12/2024 Kingsview Wealth Management LLC5,784$336K0.0%+3.8%0.012%
11/12/2024 Cerity Partners LLC131,129$7.62M0.0%+1.1%0.269%
11/12/2024 Charles Schwab Investment Management Inc.13,245,170$769.68M0.1%+37.9%27.197%
11/7/2024 Amara Financial LLC.89,322$5.19M5.0%N/A0.183%
11/7/2024 Westfuller Advisors LLC64,448$3.75M2.7%N/A0.132%
11/6/2024 Spinnaker Investment Group LLC40,018$2.33M0.6%-13.8%0.082%
11/6/2024 WESPAC Advisors SoCal LLC5,256$305K0.1%N/A0.011%
11/6/2024 Northeast Financial Group Inc.8,037$467K0.2%+19.6%0.017%
11/6/2024 Vishria Bird Financial Group LLC42,493$2.47M0.9%N/A0.087%
11/6/2024 Neumann Capital Management LLC8,000$465K0.2%-52.4%0.016%
11/6/2024 OneDigital Investment Advisors LLC174,506$10.14M0.1%-1.2%0.358%
11/5/2024 Empower Advisory Group LLC23,010$1.34M0.0%+11.5%0.047%
11/5/2024 Prime Capital Investment Advisors LLC80,622$4.69M0.1%-1.3%0.166%
11/4/2024 TRU Independence Asset Management 2 LLC13,054$759K0.6%N/A0.027%
11/1/2024 Assetmark Inc.268,406$15.60M0.0%+4.4%0.551%
10/30/2024 Ballast Advisors LLC495$29K0.0%N/A0.001%
10/30/2024 Umpqua Bank30,726$1.79M0.7%+21.5%0.063%
10/30/2024 Bailard Inc.849,445$49.36M1.3%+19.3%1.744%
10/30/2024 Falcon Wealth Planning4,611$268K0.0%-15.3%0.009%
10/29/2024 Opes Wealth Management LLC324,843$18.88M3.6%-1.4%0.667%
10/29/2024 First National Bank Sioux Falls10,000$581K0.3%+66.7%0.021%
10/29/2024 Pure Financial Advisors LLC198,397$11.53M0.3%+4.8%0.407%
10/29/2024 Creative Capital Management Investments LLC55,541$3.23M1.3%+0.8%0.114%
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10/29/2024 Farther Finance Advisors LLC2,633$153K0.0%-41.3%0.005%
10/28/2024 US Bancorp DE39,802$2.31M0.0%+26.4%0.082%
10/25/2024 Financial Advocates Investment Management9,840$572K0.0%-3.8%0.020%
10/25/2024 SteelPeak Wealth LLC56,931$3.31M0.1%+4.1%0.117%
10/25/2024 Highline Wealth Partners LLC6,793$395K0.1%N/A0.014%
10/25/2024 Lodestar Private Asset Management LLC76,135$4.42M0.6%+3.9%0.156%
10/25/2024 Valmark Advisers Inc.15,797$918K0.0%+3.3%0.032%
10/25/2024 a16z Perennial Management L.P.226,366$13.15M1.6%N/A0.465%
10/24/2024 Bristlecone Advisors LLC11,664$678K0.1%+3.9%0.024%
10/24/2024 Wealth Enhancement Advisory Services LLC13,659$794K0.0%+18.5%0.028%
10/24/2024 PFG Investments LLC3,480$202K0.0%N/A0.007%
10/24/2024 NorthCrest Asset Manangement LLC6,300$366K0.0%N/A0.013%
10/23/2024 West Wealth Group LLC146,243$8.50M2.8%+12.1%0.300%
10/23/2024 Brighton Jones LLC8,757$509K0.0%-3.7%0.018%
10/21/2024 DeDora Capital Inc.41,129$2.39M0.7%-1.8%0.084%
10/21/2024 Whittier Trust Co.66,916$3.89M0.1%-2.8%0.137%
10/19/2024Heritage Wealth Management Inc. CA49,386$2.87M2.0%-3.4%0.101%
10/19/2024One Degree Advisors Inc4,731$275K0.1%-72.6%0.010%
10/19/2024Werba Rubin Papier Wealth Management15,068$876K0.2%-26.4%0.031%
10/18/2024Warren Street Wealth Advisors LLC54,019$3.14M1.3%+0.7%0.111%
10/18/2024Slow Capital Inc.316,083$18.37M2.8%+7.0%0.649%
10/18/2024Raub Brock Capital Management LP407,520$23.68M4.8%-0.2%0.837%
10/16/2024 Orin Green Financial LLC362,087$21.04M9.1%+5.0%0.744%
10/16/2024 Kowal Investment Group LLC46,818$2.72M0.5%+4.6%0.096%
10/16/2024 Leisure Capital Management6,290$366K0.2%-4.6%0.013%
10/15/2024 Client First Capital LLC92,440$5.37M3.0%+1,474.5%0.190%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC65,680$3.82M0.1%+9.8%0.135%
10/11/2024 Creative Planning191,327$11.12M0.0%+8.9%0.393%
10/11/2024 Elmwood Wealth Management Inc.64,163$3.73M1.5%+3.8%0.132%
10/10/2024 Johnson Bixby & Associates LLC24,430$1.42M0.2%+18.7%0.050%
10/10/2024 Shira Ridge Wealth Management11,058$643K0.3%+27.1%0.023%
10/10/2024 HCR Wealth Advisors23,352$1.36M0.2%+2.2%0.048%
10/10/2024 Paragon Capital Management Ltd7,860$457K0.1%+64.5%0.016%
10/8/2024 CWM LLC1,256$73K0.0%N/A0.003%
10/8/2024 Atomi Financial Group Inc.43,983$2.56M0.2%+23.0%0.090%
10/8/2024 Traveka Wealth LLC77,829$4.52M2.3%-2.8%0.160%
10/8/2024 Dynamic Advisor Solutions LLC29,323$1.70M0.1%-64.1%0.060%
10/8/2024 Alpha Cubed Investments LLC7,269$422K0.0%N/A0.015%
10/8/2024 Williams & Novak LLC49,915$2.90M2.7%-4.1%0.102%
10/8/2024 Omega Financial Group LLC76,557$4.45M1.7%+5.0%0.157%
10/8/2024 Affinity Capital Advisors LLC101,900$5.92M1.1%-1.9%0.209%
10/7/2024 Myecfo LLC209,228$12.18M6.6%+0.6%0.430%
10/7/2024 Miracle Mile Advisors LLC129,848$7.55M0.2%-5.6%0.267%
10/7/2024 Alpha Financial Partners LLC92,516$5.38M3.8%N/A0.190%
10/7/2024 GAMMA Investing LLC5,374$312K0.0%+580.3%0.011%
10/3/2024 Apella Capital LLC40,873$2.38M0.1%+33.9%0.084%
10/2/2024 Boltwood Capital Management15,210$884K0.3%-19.2%0.031%
10/1/2024 IMPACTfolio LLC4,621$269K0.1%+14.7%0.009%
9/5/2024Sanctuary Advisors LLC64,842$3.68M0.0%N/A0.133%
8/28/2024 RiverFront Investment Group LLC8,029$457K0.0%-17.7%0.016%
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8/22/2024 Cetera Investment Advisers188,907$10.75M0.0%-1.5%0.388%
8/19/2024 EP Wealth Advisors LLC1,273,710$72.45M0.8%+0.9%2.615%
8/19/2024B. Riley Wealth Advisors Inc.4,403$250K0.0%-7.6%0.009%
8/16/2024 Northwestern Mutual Wealth Management Co.302,700$17.22M0.0%-49.3%0.622%
8/16/2024 NewEdge Advisors LLC125,813$7.16M0.1%+551.1%0.258%
8/16/2024 Creative Planning175,731$10.00M0.0%-6.3%0.361%
8/15/2024 Affinity Capital Advisors LLC103,852$5.91M1.2%+8.1%0.213%
8/14/2024 Bank of Montreal Can137,947$7.88M0.0%-20.9%0.283%
8/14/2024 Evergreen Capital Management LLC34,379$1.96M0.1%-2.8%0.071%
8/13/2024 Kowal Investment Group LLC44,767$2.55M0.5%N/A0.092%
(Data available from 1/1/2016 forward)

CMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMF shares?

During the previous two years, 283 institutional investors and hedge funds held shares of iShares California Muni Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($769.68M), Charles Schwab Investment Advisory Inc. ($551.38M), FMR LLC ($343.41M), Bank of America Corp DE ($91.36M), EP Wealth Advisors LLC ($76.08M), UBS Group AG ($51.79M), and Bailard Inc. ($49.36M).Learn more on CMF's institutional investors.

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

Of the 257 institutional investors that purchased iShares California Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($5.93M), Charles Schwab Investment Management Inc. ($3.64M), FMR LLC ($1.82M), EP Wealth Advisors LLC ($1.35M), UBS Group AG ($721.80K), TIAA Trust National Association ($714.26K), and Northwestern Mutual Wealth Management Co. ($656.63K).

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

Institutional investors have bought a total of 25,346,118 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

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

Of the 142 institutional investors that sold iShares California Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($1.74M), Bailard Inc. ($717.03K), Stratos Wealth Partners LTD. ($527.45K), Miracle Mile Advisors LLC ($374.65K), Envestnet Asset Management Inc. ($344.35K), Slow Capital Inc. ($317.36K), and Northwestern Mutual Wealth Management Co. ($293.84K).

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

Institutional investors have sold a total of 6,968,007 shares in the last 24 months. This volume of shares sold represents approximately $392.97M in transactions.


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This page (NYSEARCA:CMF) was last updated on 11/24/2024 by MarketBeat.com Staff
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