iShares California Muni BondCMFETF
13F holders, Q3 2024 (September 30)272holders +21
30new positions
10sold out
4famous investors
$58.34avg. 13F price*
At the end of Q3 2024, 272 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 21 from Q2 2024. 30 opened new positions and 10 sold out. The largest holders were Charles Schwab Investment Management Inc. ($769.7M), FMR LLC ($343.4M) and Morgan Stanley ($104.4M). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares California Muni Bond
- CUSIP
- 464288356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $51.5M |
| Exits | 10 | $3.3M |
All 13F filers, Q2 2024 → Q3 2024: 6,589,941 shares bought and 422,320 shares sold, net +6,167,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Charles Schwab Investment Management Inc. | 0.15% | Add +37.9% | 13,245,170 | $769.7M |
| FMR LLC | 0.02% | Add +4.6% | 5,909,686 | $343.4M |
| Morgan Stanley | 0.01% | Add +0.3% | 1,796,543 | $104.4M |
| Bank of America Corp. | 0.01% | Add +30.1% | 1,358,340 | $78.9M |
| EP Wealth Advisors, LLC | 0.65% | Add +2.8% | 1,309,215 | $76.1M |
| Facet Wealth, Inc. | 1.61% | Add +69.9% | 991,976 | $56.6M |
| Bailard, Inc. | 1.28% | Add +19.3% | 849,445 | $49.4M |
| UBS Group AG | 0.01% | Add +3.4% | 839,190 | $48.8M |
| Mariner, LLC | 0.08% | Reduce -3.2% | 798,665 | $46.4M |
| LPL Financial LLC | 0.02% | Add +7.3% | 740,654 | $43.0M |
| Wells Fargo & Company | 0.01% | Add +13.6% | 671,284 | $39.0M |
| Tiaa Trust, National Association | 0.11% | Reduce -0.7% | 642,946 | $37.4M |
| First Foundation Advisors | 1.19% | Reduce -3.0% | 545,023 | $31.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.1% | 455,915 | $26.5M |
| Royal Bank of Canada | 0.01% | Add +21.2% | 426,077 | $24.8M |
| a16z Perennial Management, L.P. | 3.00% | New | 226,366 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Add +15.0% | 411,303 | $23.9M |
| Brio Consultants, LLC | 3.78% | Add +19.7% | 408,320 | $23.7M |
| Raub Brock Capital Management LP | 4.81% | Reduce -0.2% | 407,520 | $23.7M |
| Orin Green Financial, LLC | 9.07% | Add +5.0% | 362,087 | $21.0M |
| Rwa Wealth Partners, LLC | 0.26% | Add +8.8% | 361,051 | $21.0M |
| Opes Wealth Management LLC | 3.63% | Reduce -1.4% | 324,843 | $18.9M |
| Manhattan West Asset Management, LLC | 4.79% | Add +1.0% | 318,972 | $18.5M |
| Slow Capital, Inc. | 2.81% | Add +7.0% | 316,083 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Add +11.7% | 288,516 | $16.8M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.9% | 286,746 | $16.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.8% | 276,106 | $16.0M |
| Assetmark, Inc. | 0.04% | Add +4.4% | 268,406 | $15.6M |
| Financial Connections Group, Inc. | 6.77% | Reduce -3.7% | 237,105 | $13.8M |
| BlackRock, Inc. | 0.00% | — | 233,064 | $13.5M |
| Myecfo, LLC | 6.60% | Add +0.6% | 209,228 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 207,658 | $12.1M |
| Sei Investments Co. | 0.02% | Reduce -3.5% | 199,489 | $11.6M |
| Cetera Investment Advisers | 0.03% | Add +5.5% | 199,225 | $11.6M |
| Pure Financial Advisors, LLC | 0.28% | Add +4.8% | 198,397 | $11.5M |
| Rinkey Investments | 3.71% | Add +76.0% | 197,522 | $11.5M |
| Betterment LLC | 0.03% | Add +2.9% | 194,690 | $11.3M |
| Creative Planning | 0.01% | Add +8.9% | 191,327 | $11.1M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -1.2% | 174,506 | $10.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.9% | 163,719 | $9.5M |
| West Wealth Group, LLC | 2.75% | Add +12.1% | 146,243 | $8.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +23.9% | 145,625 | $8.5M |
| Bank of Montreal | 0.00% | Add +4.4% | 143,977 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 137,920 | $8.0M |
| Navalign, LLC | 2.26% | Add +5.0% | 132,275 | $7.7M |
| Cerity Partners LLC | 0.02% | Add +1.1% | 131,129 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -0.3% | 131,059 | $7.6M |
| Composition Wealth, LLC | 0.17% | Reduce -5.6% | 129,848 | $7.5M |
| NewEdge Advisors, LLC | 0.05% | Add +2.1% | 128,509 | $7.5M |
| Certus Wealth Management, LLC | 5.17% | Add +1.6% | 127,830 | $7.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +1.0% | 115,493 | $6.7M |
| Mission Wealth Management, LP | 0.16% | Reduce -0.3% | 109,818 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +2.0% | 108,978 | $6.3M |
| Focus Partners Wealth | 0.02% | New | 107,814 | $6.3M |
| Captrust Financial Advisors | 0.02% | Add +3.1% | 107,808 | $6.3M |
| Choreo, LLC | 0.09% | Reduce -3.0% | 107,494 | $6.3M |
| Affinity Capital Advisors, LLC | 1.15% | Reduce -1.9% | 101,900 | $5.9M |
| Alpha Financial Partners LLC | 3.83% | New | 92,516 | $5.4M |
| Ehrlich Financial Group | 3.83% | Add +16.6% | 92,516 | $5.4M |
| Client First Capital LLC | 2.97% | Add +1474.5% | 92,440 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +43.3% | 92,946 | $5.3M |
| Amara Financial, Llc. | 4.97% | — | 89,322 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.6% | 89,286 | $5.2M |
| Parallel Advisors, LLC | 0.12% | Add +0.0% | 88,155 | $5.1M |
| United Capital Financial Advisors, LLC | 0.04% | Add +21.8% | 88,060 | $5.1M |
| Deutsche Bank AG | 0.00% | No change | 82,670 | $4.8M |
| Bank of Stockton | 1.42% | Reduce -0.1% | 81,313 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -1.4% | 80,622 | $4.7M |
| Traveka Wealth, LLC | 2.30% | Reduce -2.9% | 77,829 | $4.5M |
| Omega Financial Group, LLC | 1.69% | Add +5.0% | 76,557 | $4.4M |
| Lodestar Private Asset Management LLC | 0.56% | Add +3.9% | 76,135 | $4.4M |
| First American Trust, FSB | 0.42% | Add +3.6% | 72,410 | $4.2M |
| Freestone Capital Holdings, LLC | 0.14% | Reduce -1.1% | 71,361 | $4.1M |
| Whittier Trust Co. | 0.05% | Reduce -2.8% | 66,916 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +9.8% | 65,680 | $3.8M |
| Westfuller Advisors, LLC | 2.69% | — | 64,448 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.54% | Add +3.8% | 64,163 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +18.8% | 63,924 | $3.7M |
| Bell Investment Advisors, Inc | 0.63% | Add +6.6% | 59,353 | $3.4M |
| Renaissance Technologies | 0.01% | Add +20.3% | 59,063 | $3.4M |
| Townsquare Capital LLC | 0.04% | Add +318.8% | 57,130 | $3.3M |
| SteelPeak Wealth, LLC | 0.15% | Add +4.1% | 56,931 | $3.3M |
| Creative Capital Management Investments LLC | 1.35% | Add +0.8% | 55,541 | $3.2M |
| Warren Street Wealth Advisors, LLC | 1.30% | Add +0.7% | 54,019 | $3.1M |
| Jane Street Group, LLC | 0.00% | New | 52,582 | $3.1M |
| Hamilton Wealth, LLC | 0.73% | Reduce -60.6% | 51,470 | $3.0M |
| Williams & Novak, LLC | 2.71% | Reduce -4.1% | 49,915 | $2.9M |
| Heritage Wealth Management, Inc. | 2.59% | Reduce -3.4% | 49,386 | $2.9M |
| Kowal Investment Group, LLC | 0.50% | Add +4.6% | 46,818 | $2.7M |
| Compound Planning, Inc. | 0.16% | Add +22.9% | 43,983 | $2.6M |
| Vishria Bird Financial Group, LLC | 0.94% | New | 42,493 | $2.5M |
| Gould Asset Management LLC | 0.53% | Add +18.1% | 42,455 | $2.5M |
| RHS Financial, LLC | 1.24% | Add +3.4% | 42,375 | $2.5M |
| DeDora Capital, Inc. | 0.67% | Reduce -1.8% | 41,129 | $2.4M |
| Apella Capital, LLC | 0.10% | Add +33.9% | 40,873 | $2.4M |
| Westside Investment Management, Inc. | 0.51% | Reduce -0.2% | 40,820 | $2.4M |
| Spinnaker Investment Group, LLC | 0.57% | Reduce -13.8% | 40,018 | $2.3M |
| US Bancorp \de | 0.00% | Add +26.4% | 39,802 | $2.3M |
| Evergreen Capital Management LLC | 0.07% | Reduce -0.7% | 34,134 | $2.0M |
| Peninsula Wealth, LLC | 0.35% | Add +19.3% | 34,229 | $2.0M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.