iShares California Muni BondCMFETF
13F holders, Q2 2024 (June 30)251holders −3
18new positions
21sold out
2famous investors
$56.85avg. 13F price*
At the end of Q2 2024, 251 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, down 3 from Q1 2024. 18 opened new positions and 21 sold out. The largest holders were Charles Schwab Investment Management Inc. ($546.3M), FMR LLC ($321.3M) and Morgan Stanley ($101.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $588.2M |
| Exits | 21 | $29.3M |
All 13F filers, Q1 2024 → Q2 2024: 12,165,147 shares bought and 1,742,958 shares sold, net +10,422,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Charles Schwab Investment Management Inc. | 0.10% | New | 9,605,110 | $546.3M |
| FMR LLC | 0.02% | Add +8.7% | 5,647,880 | $321.3M |
| Morgan Stanley | 0.01% | Add +0.0% | 1,792,066 | $101.9M |
| EP Wealth Advisors, LLC | 0.77% | Add +0.9% | 1,273,710 | $72.4M |
| Bank of America Corp. | 0.01% | Reduce -7.1% | 1,044,406 | $59.4M |
| Mariner, LLC | 0.09% | Add +8.7% | 825,257 | $46.9M |
| UBS Group AG | 0.01% | Reduce -5.2% | 811,456 | $46.2M |
| Bailard, Inc. | 1.12% | Add +7.5% | 712,097 | $40.5M |
| LPL Financial LLC | 0.02% | Reduce -3.6% | 690,258 | $39.3M |
| Tiaa Trust, National Association | 0.11% | Add +0.9% | 647,570 | $36.8M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 591,013 | $33.6M |
| Facet Wealth, Inc. | 1.03% | Add +26.0% | 583,939 | $33.5M |
| First Foundation Advisors | 1.22% | Add +0.9% | 561,734 | $32.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -25.3% | 437,773 | $24.9M |
| Raub Brock Capital Management LP | 5.07% | Reduce -0.1% | 408,430 | $23.2M |
| JPMorgan Chase & Co. | 0.00% | Add +25.7% | 357,603 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 351,487 | $20.0M |
| Orin Green Financial, LLC | 9.04% | New | 344,948 | $19.6M |
| Brio Consultants, LLC | 3.20% | Add +12.1% | 340,997 | $19.4M |
| Rwa Wealth Partners, LLC | 0.25% | Reduce -0.6% | 331,900 | $18.9M |
| Opes Wealth Management LLC | 3.91% | Reduce -3.1% | 329,406 | $18.7M |
| Manhattan West Asset Management, LLC | 4.85% | Reduce -26.7% | 315,718 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -49.3% | 302,700 | $17.2M |
| Slow Capital, Inc. | 2.72% | Reduce -24.8% | 295,296 | $16.8M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -26.7% | 292,305 | $15.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -13.1% | 258,337 | $14.7M |
| Assetmark, Inc. | 0.05% | Add +4.4% | 257,116 | $14.6M |
| Financial Connections Group, Inc. | 7.26% | New | 246,144 | $14.0M |
| BlackRock Inc. | 0.00% | Add +95.8% | 240,093 | $13.7M |
| Myecfo, LLC | 6.82% | Add +0.9% | 207,938 | $11.8M |
| Sei Investments Co. | 0.02% | Add +8.6% | 206,645 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 201,815 | $11.5M |
| Pure Financial Advisors, LLC | 0.30% | Add +8.2% | 189,356 | $10.8M |
| Betterment LLC | 0.03% | Add +15.9% | 189,166 | $10.8M |
| Cetera Investment Advisers | 0.02% | Reduce -1.5% | 188,907 | $10.7M |
| OneDigital Investment Advisors LLC | 0.13% | Add +1151.3% | 176,631 | $10.0M |
| Creative Planning | 0.01% | Reduce -6.3% | 175,731 | $10.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.1% | 168,589 | $9.6M |
| Bank of Montreal | 0.00% | Reduce -20.9% | 137,947 | $7.9M |
| Composition Wealth, LLC | 0.19% | Reduce -12.9% | 137,493 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.9% | 136,892 | $7.8M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +0.3% | 131,482 | $7.5M |
| Hamilton Wealth, LLC | 2.00% | Add +348.3% | 130,796 | $7.4M |
| West Wealth Group, LLC | 2.62% | Add +1.9% | 130,423 | $7.4M |
| Cerity Partners LLC | 0.02% | Add +0.1% | 129,654 | $7.4M |
| Navalign, LLC | 2.26% | Add +16.7% | 125,958 | $7.2M |
| Certus Wealth Management, LLC | 5.44% | Add +8.8% | 125,853 | $7.2M |
| NewEdge Advisors, LLC | 0.05% | Add +551.1% | 125,813 | $7.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +38.8% | 117,552 | $6.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -2.4% | 114,304 | $6.5M |
| Rinkey Investments | 2.29% | Add +0.7% | 112,196 | $6.4M |
| Choreo, LLC | 0.11% | Reduce -3.1% | 110,809 | $6.3M |
| Mission Wealth Management, LP | 0.17% | Reduce -2.4% | 110,156 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +73.8% | 106,845 | $6.1M |
| Captrust Financial Advisors | 0.02% | Add +17.1% | 104,574 | $5.9M |
| Affinity Capital Advisors, LLC | 1.24% | Add +8.1% | 103,852 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +25.2% | 93,602 | $5.2M |
| Parallel Advisors, LLC | 0.13% | Reduce -4.1% | 88,133 | $5.0M |
| Deutsche Bank AG | 0.00% | No change | 82,670 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -4.2% | 81,725 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -3.7% | 81,709 | $4.6M |
| Bank of Stockton | 1.47% | Reduce -5.8% | 81,420 | $4.6M |
| Traveka Wealth, LLC | 2.22% | Reduce -14.9% | 80,112 | $4.6M |
| Ehrlich Financial Group | 3.56% | Add +40.1% | 79,358 | $4.5M |
| Lodestar Private Asset Management LLC | 0.57% | Add +6.3% | 73,270 | $4.2M |
| Omega Financial Group, LLC | 1.68% | Add +19.5% | 72,895 | $4.1M |
| United Capital Financial Advisors, LLC | 0.04% | Add +29.0% | 72,303 | $4.1M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -3.8% | 72,135 | $4.1M |
| First American Trust, FSB | 0.40% | Add +3.3% | 69,922 | $4.0M |
| Whittier Trust Co. | 0.06% | Reduce -7.3% | 68,818 | $3.9M |
| Sanctuary Advisors, LLC | 0.03% | — | 64,842 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.57% | Reduce -1.7% | 61,810 | $3.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +266.9% | 59,831 | $3.4M |
| Bell Investment Advisors, Inc | 0.62% | Add +1.5% | 55,690 | $3.2M |
| Creative Capital Management Investments LLC | 1.52% | Add +2.8% | 55,090 | $3.1M |
| SteelPeak Wealth, LLC | 0.15% | Reduce -9.2% | 54,707 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +25.8% | 53,813 | $3.1M |
| Warren Street Wealth Advisors, LLC | 1.52% | Reduce -0.7% | 53,654 | $3.1M |
| Williams & Novak, LLC | 2.76% | Add +16.9% | 52,040 | $3.0M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +46.6% | 51,750 | $2.9M |
| Heritage Wealth Management, Inc. | 2.81% | Reduce -2.1% | 51,132 | $2.9M |
| Renaissance Technologies | 0.00% | Reduce -46.2% | 49,081 | $2.8M |
| Spinnaker Investment Group, LLC | 0.73% | Reduce -19.1% | 46,426 | $2.6M |
| Kowal Investment Group, LLC | 0.51% | New | 44,767 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +12.2% | 44,294 | $2.5M |
| HSBC Holdings PLC | 0.00% | Add +32.1% | 43,109 | $2.5M |
| DeDora Capital, Inc. | 0.73% | Reduce -1.2% | 41,887 | $2.4M |
| RHS Financial, LLC | 1.43% | Add +12.8% | 40,996 | $2.3M |
| Westside Investment Management, Inc. | 0.53% | Add +2.3% | 40,920 | $2.3M |
| Gould Asset Management LLC | 0.47% | Add +14.1% | 35,950 | $2.0M |
| Compound Planning, Inc. | 0.15% | Add +8.8% | 35,772 | $2.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.36% | Reduce -6.1% | 34,385 | $2.0M |
| Evergreen Capital Management LLC | 0.07% | Reduce -2.8% | 34,379 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +28.8% | 33,014 | $1.9M |
| US Bancorp \de | 0.00% | Add +11.7% | 31,500 | $1.8M |
| Apella Capital, LLC | 0.08% | Add +18.5% | 30,516 | $1.7M |
| Peninsula Wealth, LLC | 0.31% | Add +88.6% | 28,686 | $1.6M |
| Fairview Capital Investment Management, LLC | 0.09% | Add +6.8% | 27,955 | $1.6M |
| WealthCollab, LLC | 1.13% | Add +24.8% | 27,621 | $1.6M |
| Towerpoint Wealth, LLC | 0.77% | Reduce -0.3% | 27,093 | $1.5M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.