iShares California Muni BondCMFETF
13F holders, Q2 2026 (June 30)356holders +5
33new positions
24sold out
3famous investors
$57.62avg. 13F price*
At the end of Q2 2026, 356 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 5 from Q1 2026. 33 opened new positions and 24 sold out. The largest holders were Charles Schwab Investment Management Inc. ($564.6M), Wealthfront Advisers LLC ($419.4M) and Bank of America Corp. ($113.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares California Muni Bond
- CUSIP
- 464288356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $34.5M |
| Exits | 24 | $17.3M |
All 13F filers, Q1 2026 → Q2 2026: 5,533,510 shares bought and 1,415,003 shares sold, net +4,118,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Charles Schwab Investment Management Inc. | 0.08% | Add +15.3% | 9,795,528 | $564.6M |
| Wealthfront Advisers LLC | 0.81% | Add +17.4% | 7,276,324 | $419.4M |
| Bank of America Corp. | 0.01% | Add +7.5% | 1,975,540 | $113.9M |
| Morgan Stanley | 0.01% | Add +3.4% | 1,936,419 | $111.6M |
| Facet Wealth, Inc. | 1.45% | Add +10.7% | 1,750,409 | $100.9M |
| FMR LLC | 0.00% | Reduce -3.6% | 1,742,213 | $100.4M |
| EP Wealth Advisors, LLC | 0.37% | Add +43.2% | 1,691,400 | $97.5M |
| Syon Capital LLC | 3.51% | Add +3.2% | 1,395,697 | $80.4M |
| LPL Financial LLC | 0.02% | Add +14.2% | 1,310,854 | $75.6M |
| Bailard, Inc. | 1.42% | Reduce -1.7% | 1,213,415 | $69.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.5% | 1,118,263 | $64.5M |
| Mariner, LLC | 0.06% | Add +1.4% | 931,425 | $53.7M |
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 865,882 | $49.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 690,685 | $39.8M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 667,037 | $38.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.13% | Add +0.4% | 666,348 | $38.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -5.0% | 624,565 | $36.0M |
| Royal Bank of Canada | 0.01% | Add +8.2% | 510,220 | $29.4M |
| UBS Group AG | 0.00% | Reduce -5.3% | 503,444 | $29.0M |
| Guggenheim Capital LLC | 0.18% | Add +20.6% | 477,670 | $27.5M |
| Focus Partners Wealth | 0.03% | Add +12.6% | 455,178 | $26.2M |
| Assetmark, Inc. | 0.04% | Add +11.3% | 436,085 | $25.1M |
| Cerity Partners LLC | 0.03% | Add +18.0% | 390,584 | $22.5M |
| West Wealth Group, LLC | 3.63% | Add +16.0% | 384,830 | $22.2M |
| Captrust Financial Advisors | 0.03% | Add +6.1% | 378,084 | $21.8M |
| Cetera Investment Advisers | 0.02% | Reduce -2.2% | 360,260 | $20.8M |
| Sei Investments Co. | 0.02% | Add +5.9% | 327,187 | $18.9M |
| Manhattan West Asset Management, LLC | 3.13% | Reduce -18.2% | 325,296 | $18.8M |
| First Foundation Advisors | 0.66% | Reduce -10.6% | 318,941 | $18.4M |
| Rwa Wealth Partners, LLC | 0.17% | Add +0.5% | 314,017 | $18.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -13.9% | 315,476 | $17.9M |
| Affinity Capital Advisors, LLC | 2.09% | Reduce -0.0% | 293,212 | $16.9M |
| Orin Green Financial, LLC | 6.06% | Reduce -0.8% | 284,860 | $16.4M |
| Creative Planning | 0.01% | Reduce -1.5% | 273,154 | $15.7M |
| Rinkey Investments | 3.62% | Add +2.9% | 266,511 | $15.4M |
| Betterment LLC | 0.02% | Add +4.7% | 253,502 | $14.6M |
| Slow Capital, Inc. | 1.70% | Reduce -9.3% | 252,501 | $14.6M |
| Myecfo, LLC | 5.26% | Reduce -8.0% | 241,609 | $13.9M |
| RiverFront Investment Group, LLC | 0.18% | Reduce -1.3% | 241,434 | $13.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 236,001 | $13.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.9% | 212,056 | $12.2M |
| Pure Financial Advisors, LLC | 0.16% | Add +7.1% | 209,603 | $12.1M |
| Apella Capital, LLC | 0.17% | Reduce -3.7% | 204,693 | $11.8M |
| Osaic Holdings, Inc. | 0.01% | Add +278.3% | 203,745 | $11.7M |
| Navalign, LLC | 2.71% | Add +0.6% | 202,036 | $11.6M |
| Brio Consultants, LLC | 1.35% | Add +1.7% | 200,419 | $11.6M |
| Atlas Legacy Advisors, LLC | 1.69% | Reduce -0.0% | 198,228 | $11.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Add +1.7% | 195,345 | $11.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -45.9% | 194,046 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -53.2% | 192,748 | $11.1M |
| Jones Financial Companies LLLP | 0.00% | Add +13.8% | 185,277 | $10.7M |
| Axxcess Wealth Management, LLC | 0.16% | New | 174,620 | $10.1M |
| Global Retirement Partners, LLC | 0.14% | — | 159,119 | $9.2M |
| Bank of Montreal | 0.00% | Add +2.0% | 153,750 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 145,019 | $8.4M |
| Wedmont Private Capital | 0.22% | Add +0.0% | 142,052 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +8.3% | 140,131 | $8.1M |
| OneDigital Investment Advisors LLC | 0.07% | Add +8.3% | 134,984 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 131,735 | $7.6M |
| Farther Finance Advisors, LLC | 0.06% | Add +0.2% | 128,340 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Add +11.5% | 126,779 | $7.3M |
| MML Investors Services, LLC | 0.01% | Add +33.6% | 120,754 | $7.0M |
| Garde Capital, Inc. | 0.30% | Reduce -1.1% | 116,793 | $6.7M |
| Freestone Capital Holdings, LLC | 0.17% | Add +32.6% | 115,189 | $6.6M |
| Renaissance Technologies | 0.01% | Add +494.0% | 111,073 | $6.4M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.20% | No change | 102,100 | $5.9M |
| First American Trust, FSB | 0.35% | Reduce -9.2% | 100,682 | $5.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +19.7% | 99,938 | $5.8M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +105.1% | 98,953 | $5.7M |
| Fullerton Advisors, LLC | 5.32% | Add +3.8% | 98,660 | $5.7M |
| Thryve Wealth Management LLC | 3.16% | No change | 97,938 | $5.6M |
| Deutsche Bank AG | 0.00% | No change | 96,380 | $5.6M |
| Valmark Advisers, Inc. | 0.06% | Add +18.3% | 95,424 | $5.5M |
| Client First Capital LLC | 2.15% | No change | 92,578 | $5.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -10.3% | 92,420 | $5.3M |
| NDWM LLC | 3.12% | Add +1.8% | 92,199 | $5.3M |
| Compound Planning, Inc. | 0.13% | Reduce -13.0% | 86,886 | $5.0M |
| Elmwood Wealth Management, Inc. | 1.19% | Add +6.2% | 82,736 | $4.8M |
| Columbia Bank | 1.04% | Reduce -1.2% | 80,426 | $4.6M |
| Plancorp, LLC | 0.11% | New | 80,435 | $4.6M |
| Ducere Wealth Management LLC | 1.37% | Reduce -12.3% | 79,139 | $4.6M |
| Fifth Third Bancorp | 0.01% | Add +10.7% | 77,466 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +0.1% | 75,841 | $4.4M |
| Mission Wealth Management, LP | 0.05% | Add +5.8% | 73,475 | $4.2M |
| Choreo, LLC | 0.05% | Reduce -0.4% | 73,214 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +324.0% | 72,199 | $4.2M |
| Sand Hill Global Advisors, LLC | 0.12% | Add +1.7% | 71,158 | $4.1M |
| Westfuller Advisors, LLC | 1.46% | Add +0.7% | 69,572 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +9.6% | 67,782 | $3.9M |
| Summit Trail Advisors, LLC | 0.05% | Add +0.8% | 66,263 | $3.8M |
| Ehrlich Financial Group | 1.88% | Reduce -7.3% | 63,540 | $3.7M |
| Heritage Wealth Management, Inc. | 1.79% | Add +16.9% | 62,383 | $3.6M |
| One Capital Management, LLC | 0.10% | No change | 62,540 | $3.6M |
| Silver Oak Wealth Advisors Services, LLC | 2.09% | Reduce -9.1% | 60,464 | $3.5M |
| Omega Financial Group, LLC | 1.05% | Reduce -4.3% | 59,613 | $3.4M |
| Lodestar Private Asset Management LLC | 0.29% | Add +6.4% | 58,046 | $3.3M |
| Warren Street Wealth Advisors, LLC | 0.74% | Add +3.3% | 56,679 | $3.3M |
| Quantinno Capital Management LP | 0.00% | Add +0.2% | 55,094 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +296.0% | 54,567 | $3.1M |
| Ballast Rock Private Wealth LLC | 1.44% | Reduce -35.9% | 54,216 | $3.1M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.