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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$57.33
+0.27 (+0.47%)
(As of 11/4/2024 ET)
Compare

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)
$586.27M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$295.58M
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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
11/4/2024TRU 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%
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%
Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
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%
8/28/2024RiverFront Investment Group LLC8,029$457K0.0%-17.7%0.016%
8/22/2024Cetera Investment Advisers188,907$10.75M0.0%-1.5%0.388%
8/19/2024EP 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%
8/16/2024Northwestern Mutual Wealth Management Co.302,700$17.22M0.0%-49.3%0.622%
8/16/2024NewEdge 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%
8/14/2024Bank of Montreal Can137,947$7.88M0.0%-20.9%0.283%
8/14/2024Evergreen 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%
8/13/2024Merriman Wealth Management LLC20,208$1.15M0.1%-7.3%0.041%
8/13/2024Kayne Anderson Rudnick Investment Management LLC114,304$6.51M0.0%-2.4%0.235%
8/13/2024Sei Investments Co.206,645$11.75M0.0%+8.6%0.424%
8/12/2024Hsbc Holdings PLC43,109$2.45M0.0%+32.1%0.089%
8/12/2024Mercer Global Advisors Inc. ADV292,305$15.49M0.0%-26.7%0.600%
8/10/2024Perennial Investment Advisors LLC6,150$350K0.0%+46.3%0.013%
8/9/2024Renaissance Technologies LLC49,081$2.79M0.0%-46.2%0.101%
8/9/2024One Capital Management LLC18,845$1.07M0.0%N/A0.039%
8/9/2024Prime Capital Investment Advisors LLC81,725$4.65M0.1%-4.2%0.168%
8/8/2024Envestnet Asset Management Inc.437,773$24.90M0.0%-25.3%0.899%
8/8/2024Parallel Advisors LLC88,133$5.01M0.1%-4.1%0.181%
8/8/2024Bell Investment Advisors Inc55,690$3.17M0.6%+1.5%0.114%
8/8/2024LPL Financial LLC690,258$39.26M0.0%-3.6%1.417%
8/7/2024 Angeles Wealth Management LLC583$33K0.0%+107.5%0.001%
8/7/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH11,976$681K0.2%-3.2%0.025%
8/7/2024Choreo LLC110,809$6.28M0.1%-3.1%0.228%
8/7/2024 HCR Wealth Advisors22,859$1.30M0.2%-2.5%0.047%
8/6/2024First Foundation Advisors561,734$31.95M1.2%+1.0%1.153%
8/6/2024Werba Rubin Papier Wealth Management20,476$1.17M0.3%+39.1%0.042%
8/6/2024Raub Brock Capital Management LP408,430$23.23M5.1%-0.1%0.839%
Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
8/6/2024 Umpqua Bank25,284$1.44M0.6%N/A0.052%
8/6/2024 Opes Wealth Management LLC329,406$18.74M3.9%-3.1%0.676%
8/2/2024 Mattern Capital Management LLC11,140$634K0.1%+4.4%0.023%
8/2/2024Larson Financial Group LLC750$43K0.0%N/A0.002%
8/2/2024Certus Wealth Management LLC125,853$7.16M5.4%+8.8%0.258%
8/1/2024TIAA Trust National Association647,570$36.83M0.1%+0.9%1.330%
8/1/2024 West Wealth Group LLC130,423$7.42M2.6%+1.9%0.268%
8/1/2024 Valmark Advisers Inc.15,297$870K0.0%+6.1%0.031%
8/1/2024Rinkey Investments112,196$6.38M2.3%+0.7%0.230%
7/31/2024Aptus Capital Advisors LLC704$40K0.0%N/A0.001%
(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, 281 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), FMR LLC ($112.07M), Bank of America Corp DE ($91.36M), EP Wealth Advisors LLC ($72.45M), UBS Group AG ($51.79M), Bailard Inc. ($49.36M), and Mariner LLC ($40.19M).Learn more on CMF's institutional investors.

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

Of the 255 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), FMR LLC ($1.56M), EP Wealth Advisors LLC ($1.32M), UBS Group AG ($721.80K), TIAA Trust National Association ($714.26K), Northwestern Mutual Wealth Management Co. ($656.63K), and Bailard Inc. ($638.99K).

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

Institutional investors have bought a total of 22,052,579 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

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

Of the 143 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 7,016,998 shares in the last 24 months. This volume of shares sold represents approximately $395.49M in transactions.


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This page (NYSEARCA:CMF) was last updated on 11/4/2024 by MarketBeat.com Staff
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