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iShares California Muni Bond ETF (CMF) Institutional Ownership

iShares California Muni Bond ETF logo
$55.93 -0.14 (-0.25%)
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)
210
Total
Institutional Inflows
(last 12 months)
$642.50M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$236.50M
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CMF Institutional Buying and Selling by Quarter

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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
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%
2/26/2025 LifeWealth Investments LLC15,806$905K0.6%N/A0.032%
2/24/2025 Instrumental Wealth LLC11,515$658K0.6%+5.1%0.024%
2/19/2025 Orin Green Financial LLC370,653$21.23M9.3%+2.4%0.761%
2/18/2025 Navalign LLC151,156$8.66M2.5%+14.3%0.310%
2/18/2025 McIlrath & Eck LLC32,056$1.84M0.2%+10.0%0.066%
2/18/2025 Continuum Advisory LLC2,420$139K0.0%N/A0.005%
2/17/2025 Trace Wealth Advisors LLC10,452$599K0.5%N/A0.021%
2/17/2025 Safeguard Investment Advisory Group LLC18,809$1.08M0.3%-5.7%0.039%
2/17/2025 Royal Bank of Canada447,822$25.65M0.0%+5.1%0.920%
2/17/2025 Millennium Management LLC10,264$588K0.0%N/A0.021%
2/17/2025 Focus Partners Wealth151,584$8.70M0.0%+40.6%0.311%
2/17/2025 Fairview Capital Investment Management LLC29,295$1.68M0.1%+3.8%0.060%
2/17/2025 Deutsche Bank AG116,120$6.65M0.0%+40.5%0.238%
2/17/2025 EP Wealth Advisors LLC1,422,978$81.51M0.7%+8.7%2.922%
2/17/2025 Cresset Asset Management LLC13,210$757K0.0%N/A0.027%
2/17/2025 Cetera Investment Advisers220,407$12.63M0.0%+10.6%0.453%
2/17/2025 Citadel Advisors LLC10,920$625K0.0%-31.8%0.022%
2/17/2025 Captrust Financial Advisors151,021$8.65M0.0%+40.1%0.310%
2/17/2025 Bank of America Corp DE1,693,917$97.03M0.0%+24.7%3.478%
2/17/2025 Ameriprise Financial Inc.194,938$11.17M0.0%-6.1%0.400%
2/14/2025 Mercer Global Advisors Inc. ADV337,587$19.34M0.0%+17.7%0.693%
2/14/2025 Wise Wealth Partners5,342$306K0.8%N/A0.011%
2/14/2025 WealthCollab LLC33,963$1.95M1.2%+16.8%0.070%
2/14/2025 Comerica Bank12,620$723K0.0%+7.5%0.026%
2/14/2025 Lido Advisors LLC5,874$336K0.0%-7.7%0.012%
2/14/2025 Beacon Pointe Advisors LLC122,631$7.02M0.1%-6.4%0.252%
2/14/2025 Betterment LLC211,049$12.09M0.0%+8.4%0.433%
2/14/2025 Gerber Kawasaki Wealth & Investment Management14,028$804K0.0%+41.5%0.029%
2/14/2025 Rinkey Investments180,689$10.35M3.3%-8.5%0.371%
2/14/2025 Integrated Wealth Concepts LLC46,964$2.69M0.0%+158.9%0.096%
2/14/2025 Hsbc Holdings PLC24,663$1.41M0.0%+3.0%0.051%
2/14/2025 Stifel Financial Corp25,559$1.46M0.0%+48.6%0.052%
2/14/2025 OneDigital Investment Advisors LLC174,706$10.01M0.1%+0.1%0.359%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC122,710$6.99M0.0%+6.2%0.252%
2/14/2025 MML Investors Services LLC74,995$4.30M0.0%+17.3%0.154%
2/13/2025 NewEdge Advisors LLC131,212$7.52M0.0%+2.1%0.269%
2/13/2025 United Capital Financial Advisors LLC85,920$4.92M0.0%-2.4%0.176%
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2/13/2025 Guggenheim Capital LLC49,605$2.84M0.0%+248.4%0.102%
2/13/2025 CreativeOne Wealth LLC3,610$207K0.0%N/A0.007%
2/13/2025 Mariner LLC881,431$50.49M0.1%+10.4%1.810%
2/13/2025 Peninsula Wealth LLC35,155$2.01M0.3%+2.7%0.072%
2/13/2025 TME Financial Inc.13,243$770K0.7%N/A0.027%
2/13/2025 Townsquare Capital LLC56,689$3.25M0.0%-0.8%0.116%
2/13/2025 Manhattan West Asset Management LLC328,951$18.84M5.1%+3.1%0.675%
2/13/2025 Integrity Financial Corp WA4,464$256K0.1%N/A0.009%
2/13/2025 First Foundation Advisors561,740$32.18M1.2%+3.1%1.153%
2/13/2025 Renaissance Technologies LLC44,072$2.52M0.0%-25.4%0.090%
2/13/2025 Bank of Montreal Can274,822$15.74M0.0%+90.9%0.564%
2/13/2025 Cerity Partners LLC223,748$12.82M0.0%+70.6%0.459%
2/13/2025 FMR LLC5,534,427$317.01M0.0%-6.3%11.364%
2/13/2025 Envestnet Asset Management Inc.484,536$27.75M0.0%+6.3%0.995%
2/13/2025 Perennial Investment Advisors LLC5,705$327K0.0%-4.6%0.012%
2/13/2025 Wells Fargo & Company MN652,484$37.37M0.0%-2.8%1.340%
2/12/2025 Conquis Financial LLC17,118$981K1.0%N/A0.035%
2/12/2025 Atlas Capital Advisors Inc.8,272$474K0.1%+20.5%0.017%
2/12/2025 Alliancebernstein L.P.281,448$16.12M0.0%-2.4%0.578%
2/12/2025 O 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%
2/12/2025 RWA Wealth Partners LLC365,911$20.96M0.3%+1.3%0.751%
2/12/2025 RiverFront Investment Group LLC22,459$1.29M0.0%+51.4%0.046%
2/12/2025 Orion Portfolio Solutions LLC21,414$1.23M0.0%+11.5%0.044%
2/12/2025 JPMorgan Chase & Co.473,548$27.13M0.0%+15.1%0.972%
2/11/2025 Heritage Wealth Management Inc. CA47,811$2.74M2.0%-3.2%0.098%
2/11/2025 TIAA Trust National Association599,554$34.34M0.1%-6.7%1.231%
2/11/2025 Clune & Associates LTD.5,044$289K0.1%N/A0.010%
2/11/2025 LPL Financial LLC825,517$47.29M0.0%+11.5%1.695%
2/11/2025 Umpqua Bank36,226$2.04M0.7%+17.9%0.074%
2/11/2025 Sei Investments Co.235,457$13.49M0.0%+18.0%0.483%
2/11/2025 Whittier Trust Co.65,949$3.78M0.0%-1.4%0.135%
2/11/2025 Certus Wealth Management LLC140,006$7.98M5.3%+9.5%0.287%
2/10/2025 Parallel Advisors LLC86,528$4.96M0.1%-1.8%0.178%
2/10/2025 Creative Financial Designs Inc. ADV1,100$63K0.0%N/A0.002%
2/10/2025 Facet Wealth Inc.1,148,937$65.41M1.7%+15.8%2.359%
2/10/2025 Envestnet Portfolio Solutions Inc.182,305$10.44M0.0%+25.2%0.374%
2/10/2025 Tidemark LLC5,548$318K0.1%+428.4%0.011%
2/10/2025 Van Strum & Towne Inc.3,500$200K0.0%-42.6%0.007%
2/10/2025 Greykasell Wealth Strategies Inc.12,662$725K0.4%N/A0.026%
2/10/2025 Commonwealth Equity Services LLC166,476$9.54M0.0%+20.7%0.342%
2/10/2025 Avantax Advisory Services Inc.53,772$3.08M0.0%+107.2%0.110%
2/10/2025 Parkworth Wealth Management Inc.1,085$62K0.1%N/A0.002%
2/7/2025 Sequoia Financial Advisors LLC9,073$520K0.0%N/A0.019%
2/7/2025 PFG Advisors5,724$328K0.0%+5.0%0.012%
2/7/2025 HighTower Advisors LLC42,746$2.45M0.0%+28.5%0.088%
2/7/2025 Wealthfront Advisers LLC205,155$11.10M0.0%+951.2%0.421%
2/7/2025 Avantax Planning Partners Inc.11,616$665K0.0%-4.8%0.024%
2/7/2025 Citizens Financial Group Inc. RI3,603$206K0.0%N/A0.007%
2/7/2025 Bell Investment Advisors Inc64,206$3.68M0.7%+8.2%0.132%
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2/7/2025 Destination Wealth Management17,501$1.00M0.0%+22.3%0.036%
2/6/2025 Freestone Capital Holdings LLC66,660$3.82M0.1%-6.6%0.137%
2/6/2025 One Capital Management LLC37,520$2.15M0.1%+39.8%0.077%
2/6/2025 Raymond James Financial Inc.198,944$11.40M0.0%N/A0.409%
2/6/2025 Assetmark Inc.329,404$18.87M0.1%+22.7%0.676%
2/6/2025 Exencial Wealth Advisors LLC4,406$252K0.0%+6.0%0.009%
2/6/2025 Charles Schwab Investment Management Inc.10,994,709$629.78M0.1%-17.0%22.576%
2/6/2025 Meridian Wealth Management LLC4,330$248K0.0%N/A0.009%
2/6/2025 Mission Wealth Management LP105,260$6.03M0.1%-4.2%0.216%
2/6/2025 Amara Financial LLC.95,341$5.46M5.0%+6.7%0.196%
(Data available from 1/1/2016 forward)

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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 282 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 24,438,026 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

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

Of the 146 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 ($382.39K), 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 9,072,964 shares in the last 24 months. This volume of shares sold represents approximately $514.67M in transactions.


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This page (NYSEARCA:CMF) was last updated on 3/27/2025 by MarketBeat.com Staff
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