iShares California Muni BondCMFETF
13F holders, Q1 2024 (March 31)254holders
3famous investors
$57.53avg. 13F price*
At the end of Q1 2024, 254 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($551.4M), FMR LLC ($299.0M) and Morgan Stanley ($103.1M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $18.3M |
| Exits | 18 | $48.4M |
Ownership 254 holders
| Charles Schwab Investment Advisory, Inc. | 0.76% | Add +5.5% | 9,582,583 | $551.4M |
| FMR LLC | 0.02% | Add +12.1% | 5,196,825 | $299.0M |
| Morgan Stanley | 0.01% | Add +7.3% | 1,791,543 | $103.1M |
| EP Wealth Advisors, LLC | 0.85% | Reduce -0.3% | 1,262,648 | $72.7M |
| Bank of America Corp. | 0.01% | Reduce -2.6% | 1,124,095 | $64.7M |
| UBS Group AG | 0.02% | Reduce -4.3% | 855,706 | $49.2M |
| Mariner, LLC | 0.09% | Add +4.4% | 759,429 | $43.7M |
| LPL Financial LLC | 0.02% | Add +4.8% | 716,203 | $41.2M |
| Bailard, Inc. | 1.05% | Add +353.9% | 662,709 | $38.1M |
| Tiaa Trust, National Association | 0.11% | Add +2.4% | 641,580 | $36.9M |
| Wells Fargo & Company | 0.01% | Add +3.5% | 626,226 | $36.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -20.2% | 596,539 | $34.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -35.2% | 585,882 | $33.7M |
| First Foundation Advisors | 1.28% | Add +34.3% | 556,424 | $32.0M |
| Facet Wealth, Inc. | 0.89% | Add +60.3% | 463,495 | $26.5M |
| Manhattan West Asset Management, LLC | 5.95% | Reduce -1.2% | 430,837 | $24.8M |
| Raub Brock Capital Management LP | 4.98% | Reduce -2.4% | 408,745 | $23.5M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -25.9% | 398,791 | $22.9M |
| Slow Capital, Inc. | 3.62% | Reduce -7.1% | 392,661 | $22.6M |
| Jane Street Group, LLC | 0.03% | Add +3083.8% | 350,698 | $20.2M |
| Opes Wealth Management LLC | 4.52% | Add +15.6% | 340,083 | $19.6M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 339,773 | $19.6M |
| Rwa Wealth Partners, LLC | 0.26% | Add +0.4% | 333,737 | $19.2M |
| Brio Consultants, LLC | 2.95% | Add +9.2% | 304,140 | $17.5M |
| Alliancebernstein L.P. | 0.01% | Add +0.8% | 297,280 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +28.6% | 284,528 | $16.4M |
| Assetmark, Inc. | 0.05% | Add +5.7% | 246,333 | $14.2M |
| Myecfo, LLC | 6.95% | Add +7.3% | 206,092 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.9% | 195,344 | $11.2M |
| Cetera Investment Advisers | 0.03% | Add +35.3% | 191,797 | $11.0M |
| Sei Investments Co. | 0.02% | Add +5.4% | 190,316 | $11.0M |
| Creative Planning | 0.01% | Add +8.7% | 187,524 | $10.8M |
| Pure Financial Advisors, LLC | 0.32% | Add +2.0% | 175,061 | $10.1M |
| Bank of Montreal | 0.00% | Reduce -5.7% | 174,345 | $10.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.5% | 166,774 | $9.6M |
| Betterment LLC | 0.03% | Add +41.3% | 163,274 | $9.4M |
| Composition Wealth, LLC | 0.23% | Reduce -49.1% | 157,945 | $9.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +6.8% | 131,128 | $7.5M |
| Cerity Partners LLC | 0.02% | Add +10.1% | 129,534 | $7.5M |
| West Wealth Group, LLC | 2.73% | New | 128,045 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.5% | 125,707 | $7.2M |
| BlackRock Inc. | 0.00% | Reduce -58.5% | 122,588 | $7.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -7.4% | 117,142 | $6.7M |
| Certus Wealth Management, LLC | 5.24% | Add +57.9% | 115,626 | $6.6M |
| Choreo, LLC | 0.17% | Reduce -1.7% | 114,332 | $6.6M |
| Mission Wealth Management, LP | 0.17% | Reduce -0.7% | 112,885 | $6.5M |
| Rinkey Investments | 2.34% | Add +1.4% | 111,367 | $6.4M |
| Navalign, LLC | 2.06% | Add +6.0% | 107,904 | $6.2M |
| Affinity Capital Advisors, LLC | 1.23% | Add +47.6% | 96,107 | $5.5M |
| Traveka Wealth, LLC | 2.50% | Add +2.2% | 94,177 | $5.4M |
| Parallel Advisors, LLC | 0.14% | Add +1.4% | 91,943 | $5.3M |
| Renaissance Technologies | 0.01% | Reduce -63.9% | 91,180 | $5.2M |
| Captrust Financial Advisors | 0.02% | Reduce -8.5% | 89,329 | $5.1M |
| Bank of Stockton | 1.53% | Reduce -0.1% | 86,435 | $5.0M |
| Prime Capital Investment Advisors, LLC | 0.07% | No change | 85,296 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -0.5% | 84,821 | $4.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +45.7% | 84,689 | $4.9M |
| Deutsche Bank AG | 0.00% | No change | 82,670 | $4.8M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -0.8% | 74,978 | $4.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +9.1% | 74,738 | $4.3M |
| Whittier Trust Co. | 0.06% | Add +20.0% | 74,205 | $4.3M |
| Lodestar Private Asset Management LLC | 0.57% | Add +3.3% | 68,941 | $4.0M |
| First American Trust, FSB | 0.41% | Add +3.5% | 67,724 | $3.9M |
| Elmwood Wealth Management, Inc. | 1.55% | Add +19.5% | 62,890 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -49.3% | 61,469 | $3.5M |
| Omega Financial Group, LLC | 1.44% | Add +4.9% | 60,997 | $3.5M |
| SteelPeak Wealth, LLC | 0.18% | Add +11.0% | 60,225 | $3.5M |
| Lincoln National Corp. | 0.05% | Reduce -0.3% | 57,530 | $3.3M |
| Spinnaker Investment Group, LLC | 0.93% | Add +10.3% | 57,401 | $3.3M |
| Ehrlich Financial Group | 2.74% | Add +42.9% | 56,641 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -10.1% | 56,061 | $3.2M |
| Bell Investment Advisors, Inc | 0.62% | Add +7.9% | 54,874 | $3.2M |
| Warren Street Wealth Advisors, LLC | 1.54% | Reduce -2.7% | 54,004 | $3.1M |
| Creative Capital Management Investments LLC | 1.59% | Add +2.0% | 53,570 | $3.1M |
| Heritage Wealth Management, Inc. | 2.98% | Add +11.9% | 52,213 | $3.0M |
| Williams & Novak, LLC | 2.93% | No change | 44,500 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +15.9% | 42,778 | $2.5M |
| DeDora Capital, Inc. | 0.78% | Add +2.6% | 42,414 | $2.4M |
| Westside Investment Management, Inc. | 0.55% | Add +0.9% | 40,020 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.7% | 39,466 | $2.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.50% | Reduce -6.3% | 36,613 | $2.1M |
| RHS Financial, LLC | 1.22% | Add +56.0% | 36,349 | $2.1M |
| Evergreen Capital Management LLC | 0.08% | Reduce -22.9% | 35,379 | $2.0M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +107.5% | 35,291 | $2.0M |
| Compound Planning, Inc. | 0.17% | Add +58.4% | 32,876 | $1.9M |
| HSBC Holdings PLC | 0.00% | Reduce -11.8% | 32,632 | $1.9M |
| Gould Asset Management LLC | 0.44% | Add +16.0% | 31,520 | $1.8M |
| Hamilton Wealth, LLC | 0.52% | Add +171.6% | 29,175 | $1.7M |
| US Bancorp \de | 0.00% | Add +23.9% | 28,199 | $1.6M |
| Towerpoint Wealth, LLC | 0.79% | Reduce -1.1% | 27,184 | $1.6M |
| Running Point Capital Advisors, LLC | 0.70% | No change | 27,054 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -10.9% | 26,449 | $1.5M |
| Clark Asset Management, LLC | 0.46% | Add +0.2% | 26,215 | $1.5M |
| Fairview Capital Investment Management, LLC | 0.08% | Reduce -56.0% | 26,175 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +41.2% | 25,625 | $1.5M |
| Apella Capital, LLC | 0.07% | Reduce -2.5% | 25,747 | $1.5M |
| Boltwood Capital Management | 0.44% | Add +0.8% | 24,560 | $1.4M |
| SimpliFi, Inc. | 0.64% | Reduce -9.7% | 24,239 | $1.4M |
| Neumann Capital Management, LLC | 0.49% | Add +57.8% | 24,020 | $1.4M |
| Wedmont Private Capital | 0.10% | Add +4.8% | 23,978 | $1.4M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.