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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$55.20 -0.09 (-0.16%)
As of 04/17/2025 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)
207
Total
Institutional Inflows
(last 12 months)
$668.82M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$238.43M
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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
4/18/2025Creative Capital Management Investments LLC50,562$2.85M1.1%-9.1%0.076%
4/18/2025Pacific Capital Wealth Advisors Inc.23,797$1.34M0.2%-15.7%0.036%
4/18/2025Halbert Hargrove Global Advisors LLC551$31K0.0%N/A0.001%
4/17/2025 Adero Partners LLC7,845$442K0.0%-36.1%0.012%
4/17/2025 Mission Wealth Management LP99,109$5.58M0.1%-5.8%0.148%
4/17/2025 RHS Financial LLC28,856$1.62M0.9%-6.7%0.043%
4/17/2025 Affinity Capital Advisors LLC148,325$8.11M1.6%+17.0%0.222%
4/17/2025 Dynamic Advisor Solutions LLC28,806$1.62M0.1%-2.6%0.043%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC68,077$3.83M0.1%+20.1%0.102%
4/17/2025 Raub Brock Capital Management LP412,617$23.22M5.2%+0.3%0.616%
4/16/2025 Wealth Enhancement Advisory Services LLC17,189$967K0.0%-9.7%0.026%
4/16/2025 Twin Peaks Wealth Advisors LLC5,684$314K0.1%+3.8%0.008%
4/16/2025 NorthCrest Asset Manangement LLC7,677$432K0.0%-3.0%0.011%
4/15/2025 Two West Capital Advisors LLC6,990$382K0.3%+33.6%0.010%
4/15/2025 Shira Ridge Wealth Management24,088$1.36M0.7%-4.1%0.036%
4/15/2025 Fiduciary Financial Group LLC15,932$878K0.2%N/A0.024%
4/15/2025 GAMMA Investing LLC8,361$471K0.0%+21.3%0.012%
4/15/2025 First National Bank Sioux Falls10,000$563K0.2%-2.2%0.015%
4/14/2025 Farther Finance Advisors LLC15,888$894K0.0%+469.9%0.024%
4/14/2025 Miracle Mile Advisors LLC119,835$6.74M0.1%-1.9%0.179%
4/11/2025 Ehrlich Financial Group87,963$4.95M3.6%-8.2%0.131%
4/10/2025 Boltwood Capital Management11,700$658K0.2%-21.8%0.017%
4/10/2025 Eclectic Associates Inc. ADV13,223$744K0.2%-27.1%0.020%
4/10/2025 Warren Street Wealth Advisors LLC56,138$3.16M1.2%-2.0%0.084%
4/10/2025 Apella Capital LLC42,575$2.34M0.1%+14.7%0.064%
4/10/2025 Hennion & Walsh Asset Management Inc.6,023$339K0.0%+35.0%0.009%
4/9/2025 McNaughton Wealth Management LLC30,566$1.72M0.8%+27.1%0.046%
4/8/2025 Myecfo LLC228,833$12.88M6.8%+1.9%0.342%
4/7/2025 GAMMA Investing LLC470,557$26.48M0.0%+6,726.6%0.703%
3/17/2025 Wealth Enhancement Advisory Services LLC19,036$1.09M0.0%+39.4%0.028%
3/17/2025 NorthCrest Asset Manangement LLC7,918$454K0.0%+25.7%0.012%
3/13/2025Silver Oak Wealth Advisors Services LLC19,424$1.11M1.0%N/A0.028%
2/26/2025LifeWealth Investments LLC15,806$905K0.6%N/A0.032%
2/24/2025Instrumental Wealth LLC11,515$658K0.6%+5.1%0.024%
2/19/2025Orin Green Financial LLC370,653$21.23M9.3%+2.4%0.761%
2/18/2025Navalign LLC151,156$8.66M2.5%+14.3%0.310%
2/18/2025McIlrath & Eck LLC32,056$1.84M0.2%+10.0%0.066%
2/18/2025Continuum Advisory LLC2,420$139K0.0%N/A0.005%
2/17/2025Trace Wealth Advisors LLC10,452$599K0.5%N/A0.021%
2/17/2025Safeguard Investment Advisory Group LLC18,809$1.08M0.3%-5.7%0.039%
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2/17/2025Royal Bank of Canada447,822$25.65M0.0%+5.1%0.920%
2/17/2025Millennium Management LLC10,264$588K0.0%N/A0.021%
2/17/2025Focus Partners Wealth151,584$8.70M0.0%+40.6%0.311%
2/17/2025Fairview Capital Investment Management LLC29,295$1.68M0.1%+3.8%0.060%
2/17/2025Deutsche Bank AG116,120$6.65M0.0%+40.5%0.238%
2/17/2025EP Wealth Advisors LLC1,422,978$81.51M0.7%+8.7%2.922%
2/17/2025Cresset Asset Management LLC13,210$757K0.0%N/A0.027%
2/17/2025Cetera Investment Advisers220,407$12.63M0.0%+10.6%0.453%
2/17/2025Citadel Advisors LLC10,920$625K0.0%-31.8%0.022%
2/17/2025Captrust Financial Advisors151,021$8.65M0.0%+40.1%0.310%
2/17/2025Bank of America Corp DE1,693,917$97.03M0.0%+24.7%3.478%
2/17/2025Ameriprise Financial Inc.194,938$11.17M0.0%-6.1%0.400%
2/14/2025Mercer Global Advisors Inc. ADV337,587$19.34M0.0%+17.7%0.693%
2/14/2025Wise Wealth Partners5,342$306K0.8%N/A0.011%
2/14/2025WealthCollab LLC33,963$1.95M1.2%+16.8%0.070%
2/14/2025Comerica Bank12,620$723K0.0%+7.5%0.026%
2/14/2025Lido Advisors LLC5,874$336K0.0%-7.7%0.012%
2/14/2025Beacon Pointe Advisors LLC122,631$7.02M0.1%-6.4%0.252%
2/14/2025Betterment LLC211,049$12.09M0.0%+8.4%0.433%
2/14/2025Gerber Kawasaki Wealth & Investment Management14,028$804K0.0%+41.5%0.029%
2/14/2025Rinkey Investments180,689$10.35M3.3%-8.5%0.371%
2/14/2025Integrated Wealth Concepts LLC46,964$2.69M0.0%+158.9%0.096%
2/14/2025Hsbc Holdings PLC24,663$1.41M0.0%+3.0%0.051%
2/14/2025Stifel Financial Corp25,559$1.46M0.0%+48.6%0.052%
2/14/2025OneDigital Investment Advisors LLC174,706$10.01M0.1%+0.1%0.359%
2/14/2025Kayne Anderson Rudnick Investment Management LLC122,710$6.99M0.0%+6.2%0.252%
2/14/2025MML Investors Services LLC74,995$4.30M0.0%+17.3%0.154%
2/13/2025NewEdge Advisors LLC131,212$7.52M0.0%+2.1%0.269%
2/13/2025United Capital Financial Advisors LLC85,920$4.92M0.0%-2.4%0.176%
2/13/2025Guggenheim Capital LLC49,605$2.84M0.0%+248.4%0.102%
2/13/2025CreativeOne Wealth LLC3,610$207K0.0%N/A0.007%
2/13/2025Mariner LLC881,431$50.49M0.1%+10.4%1.810%
2/13/2025Peninsula Wealth LLC35,155$2.01M0.3%+2.7%0.072%
2/13/2025TME Financial Inc.13,243$770K0.7%N/A0.027%
2/13/2025Townsquare Capital LLC56,689$3.25M0.0%-0.8%0.116%
2/13/2025Manhattan West Asset Management LLC328,951$18.84M5.1%+3.1%0.675%
2/13/2025Integrity Financial Corp WA4,464$256K0.1%N/A0.009%
2/13/2025First Foundation Advisors561,740$32.18M1.2%+3.1%1.153%
2/13/2025Renaissance Technologies LLC44,072$2.52M0.0%-25.4%0.090%
2/13/2025Bank of Montreal Can274,822$15.74M0.0%+90.9%0.564%
2/13/2025Cerity Partners LLC223,748$12.82M0.0%+70.6%0.459%
2/13/2025FMR LLC5,534,427$317.01M0.0%-6.3%11.364%
2/13/2025Envestnet Asset Management Inc.484,536$27.75M0.0%+6.3%0.995%
2/13/2025Perennial Investment Advisors LLC5,705$327K0.0%-4.6%0.012%
2/13/2025Wells Fargo & Company MN652,484$37.37M0.0%-2.8%1.340%
2/12/2025Conquis Financial LLC17,118$981K1.0%N/A0.035%
2/12/2025Atlas Capital Advisors Inc.8,272$474K0.1%+20.5%0.017%
2/12/2025Alliancebernstein L.P.281,448$16.12M0.0%-2.4%0.578%
2/12/2025O Shaughnessy Asset Management LLC30,998$1.78M0.0%+6.8%0.064%
2/12/2025 Life Planning Partners Inc8,337$478K0.1%+12.1%0.017%
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2/12/2025RWA Wealth Partners LLC365,911$20.96M0.3%+1.3%0.751%
2/12/2025RiverFront Investment Group LLC22,459$1.29M0.0%+51.4%0.046%
2/12/2025Orion Portfolio Solutions LLC21,414$1.23M0.0%+11.5%0.044%
2/12/2025JPMorgan Chase & Co.473,548$27.13M0.0%+15.1%0.972%
2/11/2025Heritage Wealth Management Inc. CA47,811$2.74M2.0%-3.2%0.098%
2/11/2025TIAA Trust National Association599,554$34.34M0.1%-6.7%1.231%
2/11/2025Clune & Associates LTD.5,044$289K0.1%N/A0.010%
2/11/2025LPL Financial LLC825,517$47.29M0.0%+11.5%1.695%
2/11/2025Umpqua Bank36,226$2.04M0.7%+17.9%0.074%
2/11/2025Sei Investments Co.235,457$13.49M0.0%+18.0%0.483%
(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, 316 institutional investors and hedge funds held shares of iShares California Muni Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($629.78M), Charles Schwab Investment Advisory Inc. ($551.38M), FMR LLC ($317.01M), Bank of America Corp DE ($97.03M), EP Wealth Advisors LLC ($81.51M), Facet Wealth Inc. ($65.41M), and Bailard Inc. ($60.89M).Learn more on CMF's institutional investors.

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

Of the 283 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. ($4.92M), Charles Schwab Investment Management Inc. ($3.64M), FMR LLC ($1.82M), EP Wealth Advisors LLC ($1.47M), TIAA Trust National Association ($714.26K), Facet Wealth Inc. ($634.12K), and UBS Group AG ($604.67K).

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

Institutional investors have bought a total of 24,968,350 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

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

Of the 151 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 Management Inc. ($2.25M), Charles Schwab Investment Advisory Inc. ($1.74M), Bailard Inc. ($717.03K), Stratos Wealth Partners LTD. ($527.45K), Miracle Mile Advisors LLC ($384.66K), FMR LLC ($375.26K), and Slow Capital Inc. ($349.72K).

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

Institutional investors have sold a total of 9,086,273 shares in the last 24 months. This volume of shares sold represents approximately $515.38M in transactions.


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This page (NYSEARCA:CMF) was last updated on 4/18/2025 by MarketBeat.com Staff
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