ISHARES CALIFORNIA MUNI BOND CMF
$57.58
+0.1% 52w: $53.68 – $57.84
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data53.6855.7657.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
348
+12 QoQ
13F value
$2.87B
+5.6% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $1.0M puts
Institutional value by quarter
Number of holders
Who owns CMF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 8.5M | $483.1M | 0.1% | +0.7% |
| Wealthfront Advisers LLC | Wealth advisor | 6.2M | $352.5M | 0.8% | +21.3% |
| MORGAN STANLEY | Bank broker | 1.9M | $106.5M | 0.0% | +4.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.8M | $104.4M | 0.0% | -5.0% |
| FMR LLC | Long only active | 1.8M | $102.7M | 0.0% | -5.2% |
| Facet Wealth, Inc. | Wealth advisor | 1.6M | $89.9M | 1.6% | +5.6% |
| SYON CAPITAL LLC | Other | 1.4M | $76.9M | 3.9% | +17.8% |
| BAILARD, INC. | Other | 1.2M | $70.2M | 1.6% | -14.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 1.2M | $67.1M | 0.3% | +0.8% |
| LPL Financial LLC | Bank broker | 1.1M | $65.3M | 0.0% | +16.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $58.1M | 0.0% | +88.2% |
| Mariner, LLC | Diversified mechanical | 918.6K | $52.2M | 0.1% | +1.4% |
| BlackRock, Inc. | Index provider | 882.8K | $50.2M | 0.0% | +271.6% |
| JPMORGAN CHASE & CO | Bank broker | 681.8K | $38.7M | 0.0% | +4.5% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 663.6K | $37.7M | 0.1% | — |
| WELLS FARGO & COMPANY/MN | Bank broker | 657.5K | $37.4M | 0.0% | +8.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 657.2K | $37.4M | 0.1% | +19.6% |
| UBS Group AG | Bank broker | 531.9K | $30.2M | 0.0% | -0.9% |
| ROYAL BANK OF CANADA | Bank broker | 471.6K | $26.8M | 0.0% | +4.7% |
| Opes Wealth Management LLC | Wealth advisor | 468.0K | $26.6M | 4.5% | +6.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 411.7K | $23.4M | 0.1% | +255.5% |
| Focus Partners Wealth | Wealth advisor | 404.4K | $23.0M | 0.0% | +17.6% |
| Manhattan West Asset Management, LLC | Other | 397.8K | $22.6M | 4.4% | +9.5% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 396.0K | $22.5M | 0.2% | +35.3% |
| ASSETMARK, INC | Wealth advisor | 391.7K | $22.3M | 0.0% | +5.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 366.3K | $21.0M | 0.0% | +8.3% |
| Cetera Investment Advisers | Wealth advisor | 368.5K | $21.0M | 0.0% | -2.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 358.8K | $20.4M | 0.1% | -0.7% |
| FIRST FOUNDATION ADVISORS | Other | 356.7K | $20.3M | 0.8% | -2.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 356.4K | $20.3M | 0.0% | +1.4% |
| West Wealth Group, LLC | Wealth advisor | 331.8K | $18.9M | 3.7% | +21.2% |
| Cerity Partners LLC | Diversified mechanical | 331.1K | $18.8M | 0.0% | +31.8% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 312.5K | $17.8M | 0.2% | 0.0% |
| SEI INVESTMENTS CO | Diversified mechanical | 308.9K | $17.6M | 0.0% | +0.7% |
| Affinity Capital Advisors, LLC | Wealth advisor | 293.2K | $16.7M | 2.3% | +8.8% |
| Orin Green Financial, LLC | Wealth advisor | 287.2K | $16.3M | 6.7% | -6.5% |
| Slow Capital, Inc. ★2 | Fundamental diversified | 278.3K | $15.8M | 2.1% | -1.1% |
| Creative Planning | Wealth advisor | 277.4K | $15.8M | 0.0% | +26.2% |
| MYECFO, LLC | Wealth advisor | 262.5K | $14.9M | 6.2% | +4.5% |
| Rinkey Investments | Wealth advisor | 259.0K | $14.7M | 3.8% | +33.7% |
| RiverFront Investment Group, LLC | Wealth advisor | 244.6K | $13.9M | 0.2% | +53.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 243.5K | $13.8M | 0.0% | -6.0% |
| Betterment LLC | Wealth advisor | 242.1K | $13.8M | 0.0% | +4.6% |
| Apella Capital, LLC | Wealth advisor | 212.5K | $12.2M | 0.2% | +238.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 206.1K | $11.7M | 0.0% | +45.9% |
| Navalign, LLC | Wealth advisor | 200.9K | $11.4M | 2.9% | +7.4% |
| Atlas Legacy Advisors, LLC | Wealth advisor | 198.3K | $11.3M | 2.1% | -6.9% |
| Brio Consultants, LLC | Wealth advisor | 197.1K | $11.3M | 1.4% | -0.5% |
| Pure Financial Advisors, LLC | Wealth advisor | 195.6K | $11.1M | 0.2% | +3.4% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 192.0K | $10.9M | 0.2% | +16.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.