Free Trial
→ Last time you’ll see this priced at $1.00 (From StocksToTrade) (Ad) Free CMF Stock Alerts

iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$57.25 -0.11 (-0.19%)
As of 01/3/2025 04:38 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares California Muni Bond ETF (NYSEARCA:CMF)

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$681.99M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$182.23M
Get CMF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares California Muni Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CMF Institutional Buying and Selling by Quarter

iShares California Muni Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/3/2025GAMMA Investing LLC6,893$395K0.0%+28.3%0.014%
1/2/2025 IMPACTfolio LLC4,891$280K0.1%+5.8%0.010%
12/26/2024JPMorgan Chase & Co.411,303$23.90M0.0%+15.0%0.845%
12/13/2024B. Riley Wealth Advisors Inc.5,639$328K0.0%+28.1%0.012%
11/25/2024Destination Wealth Management14,310$832K0.0%+7.0%0.029%
11/25/2024Sanctuary Advisors LLC92,946$5.35M0.0%+43.3%0.191%
11/19/2024McIlrath & Eck LLC29,140$1.69M0.2%+13.7%0.060%
11/15/2024MML Investors Services LLC63,924$3.72M0.0%+18.8%0.131%
11/15/2024Orion Portfolio Solutions LLC19,203$1.12M0.0%-12.4%0.039%
11/15/2024EP Wealth Advisors LLC1,309,215$76.08M0.7%+2.8%2.688%
11/15/2024Jane Street Group LLC52,582$3.06M0.0%N/A0.108%
11/15/2024Stifel Financial Corp17,202$1M0.0%+27.2%0.035%
11/15/2024Integrated Wealth Concepts LLC18,139$1.05M0.0%+55.8%0.037%
11/15/2024HighTower Advisors LLC33,276$1.94M0.0%-24.9%0.068%
11/14/2024Captrust Financial Advisors107,808$6.27M0.0%+3.1%0.221%
11/14/2024Rockefeller Capital Management L.P.20,506$1.19M0.0%N/A0.042%
11/14/2024Carl P. Sherr & Co. LLC12,499$726K0.4%-12.2%0.026%
11/14/2024Bell Investment Advisors Inc59,353$3.45M0.6%+6.6%0.122%
11/13/2024Townsquare Capital LLC57,130$3.32M0.0%+318.8%0.117%
11/13/2024FMR LLC5,909,686$343.41M0.0%+4.6%12.135%
11/13/2024Bank 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%
11/12/2024Kingsview Wealth Management LLC5,784$336K0.0%+3.8%0.012%
11/12/2024Cerity Partners LLC131,129$7.62M0.0%+1.1%0.269%
11/12/2024Charles Schwab Investment Management Inc.13,245,170$769.68M0.1%+37.9%27.197%
11/7/2024Amara Financial LLC.89,322$5.19M5.0%N/A0.183%
11/7/2024Westfuller Advisors LLC64,448$3.75M2.7%N/A0.132%
11/6/2024Spinnaker Investment Group LLC40,018$2.33M0.6%-13.8%0.082%
11/6/2024WESPAC Advisors SoCal LLC5,256$305K0.1%N/A0.011%
11/6/2024Northeast Financial Group Inc.8,037$467K0.2%+19.6%0.017%
11/6/2024Vishria Bird Financial Group LLC42,493$2.47M0.9%N/A0.087%
11/6/2024Neumann Capital Management LLC8,000$465K0.2%-52.4%0.016%
11/6/2024OneDigital Investment Advisors LLC174,506$10.14M0.1%-1.2%0.358%
11/5/2024Empower Advisory Group LLC23,010$1.34M0.0%+11.5%0.047%
11/5/2024Prime Capital Investment Advisors LLC80,622$4.69M0.1%-1.3%0.166%
11/4/2024TRU Independence Asset Management 2 LLC13,054$759K0.6%N/A0.027%
11/1/2024Assetmark Inc.268,406$15.60M0.0%+4.4%0.551%
10/30/2024Ballast Advisors LLC495$29K0.0%N/A0.001%
10/30/2024Umpqua Bank30,726$1.79M0.7%+21.5%0.063%
10/30/2024Bailard Inc.849,445$49.36M1.3%+19.3%1.744%
10/30/2024Falcon Wealth Planning4,611$268K0.0%-15.3%0.009%
10/29/2024Opes Wealth Management LLC324,843$18.88M3.6%-1.4%0.667%
10/29/2024First National Bank Sioux Falls10,000$581K0.3%+66.7%0.021%
10/29/2024Pure Financial Advisors LLC198,397$11.53M0.3%+4.8%0.407%
10/29/2024Creative Capital Management Investments LLC55,541$3.23M1.3%+0.8%0.114%
10/29/2024Farther Finance Advisors LLC2,633$153K0.0%-41.3%0.005%
10/28/2024US Bancorp DE39,802$2.31M0.0%+26.4%0.082%
10/25/2024Financial Advocates Investment Management9,840$572K0.0%-3.8%0.020%
10/25/2024SteelPeak Wealth LLC56,931$3.31M0.1%+4.1%0.117%
10/25/2024Highline Wealth Partners LLC6,793$395K0.1%N/A0.014%
10/25/2024Lodestar Private Asset Management LLC76,135$4.42M0.6%+3.9%0.156%
10/25/2024Valmark Advisers Inc.15,797$918K0.0%+3.3%0.032%
10/25/2024a16z Perennial Management L.P.226,366$13.15M1.6%N/A0.465%
10/24/2024Bristlecone Advisors LLC11,664$678K0.1%+3.9%0.024%
10/24/2024Wealth Enhancement Advisory Services LLC13,659$794K0.0%+18.5%0.028%
10/24/2024PFG Investments LLC3,480$202K0.0%N/A0.007%
10/24/2024NorthCrest Asset Manangement LLC6,300$366K0.0%N/A0.013%
10/23/2024West Wealth Group LLC146,243$8.50M2.8%+12.1%0.300%
10/23/2024Brighton Jones LLC8,757$509K0.0%-3.7%0.018%
10/21/2024DeDora Capital Inc.41,129$2.39M0.7%-1.8%0.084%
10/21/2024Whittier 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%
10/16/2024Orin Green Financial LLC362,087$21.04M9.1%+5.0%0.744%
10/16/2024Kowal Investment Group LLC46,818$2.72M0.5%+4.6%0.096%
10/16/2024Leisure Capital Management6,290$366K0.2%-4.6%0.013%
10/15/2024Client First Capital LLC92,440$5.37M3.0%+1,474.5%0.190%
10/15/2024Cliftonlarsonallen Wealth Advisors LLC65,680$3.82M0.1%+9.8%0.135%
10/11/2024Creative Planning191,327$11.12M0.0%+8.9%0.393%
10/11/2024Elmwood Wealth Management Inc.64,163$3.73M1.5%+3.8%0.132%
10/10/2024Johnson Bixby & Associates LLC24,430$1.42M0.2%+18.7%0.050%
10/10/2024Shira Ridge Wealth Management11,058$643K0.3%+27.1%0.023%
10/10/2024HCR Wealth Advisors23,352$1.36M0.2%+2.2%0.048%
10/10/2024Paragon Capital Management Ltd7,860$457K0.1%+64.5%0.016%
10/8/2024CWM LLC1,256$73K0.0%N/A0.003%
10/8/2024Atomi Financial Group Inc.43,983$2.56M0.2%+23.0%0.090%
10/8/2024Traveka Wealth LLC77,829$4.52M2.3%-2.8%0.160%
10/8/2024Dynamic Advisor Solutions LLC29,323$1.70M0.1%-64.1%0.060%
10/8/2024Alpha Cubed Investments LLC7,269$422K0.0%N/A0.015%
10/8/2024Williams & Novak LLC49,915$2.90M2.7%-4.1%0.102%
10/8/2024Omega Financial Group LLC76,557$4.45M1.7%+5.0%0.157%
10/8/2024Affinity Capital Advisors LLC101,900$5.92M1.1%-1.9%0.209%
10/7/2024Myecfo LLC209,228$12.18M6.6%+0.6%0.430%
10/7/2024Miracle Mile Advisors LLC129,848$7.55M0.2%-5.6%0.267%
10/7/2024Alpha Financial Partners LLC92,516$5.38M3.8%N/A0.190%
10/7/2024GAMMA Investing LLC5,374$312K0.0%+580.3%0.011%
10/3/2024Apella Capital LLC40,873$2.38M0.1%+33.9%0.084%
10/2/2024Boltwood 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%
(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 25,428,881 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 141 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 6,846,541 shares in the last 24 months. This volume of shares sold represents approximately $386.38M in transactions.


Related Companies

This page (NYSEARCA:CMF) was last updated on 1/5/2025 by MarketBeat.com Staff
From Our Partners
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
Stunning Trump Exec Order Leaked
Most people have no clue this unassuming facility exists. Yet the minute Donald Trump takes office... ...
Banyan Hill Publishing | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
I was wrong. Dead wrong.
Something is stirring deep in Silicon Valley. My team and I have been watching the tech markets closely. ...
Porter & Company | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Amazon coin set to soar 25X – starting January 20th
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
Missed Nvidia? Buy Elon Musk’s “Silent Partner”
In February 2016, when almost nobody was talking about artificial intelligence… I picked Nvidia as one of my f...
Brownstone Research | Sponsored