iShares California Muni BondCMFETF
13F holders, Q4 2024 (December 31)301holders +29
32new positions
24sold out
5famous investors
$57.48avg. 13F price*
At the end of Q4 2024, 301 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 29 from Q3 2024. 32 opened new positions and 24 sold out. The largest holders were Charles Schwab Investment Management Inc. ($629.8M), Wealthfront Advisers LLC ($391.1M) and FMR LLC ($317.0M). 5 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares California Muni Bond
- CUSIP
- 464288356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $15.9M |
| Exits | 24 | $35.8M |
All 13F filers, Q3 2024 → Q4 2024: 10,082,416 shares bought and 3,582,133 shares sold, net +6,500,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Charles Schwab Investment Management Inc. | 0.12% | Reduce -17.0% | 10,994,709 | $629.8M |
| Wealthfront Advisers LLC | 1.14% | Add +34881.3% | 6,827,300 | $391.1M |
| FMR LLC | 0.02% | Reduce -6.3% | 5,534,427 | $317.0M |
| Morgan Stanley | 0.01% | Add +2.4% | 1,840,441 | $105.4M |
| Bank of America Corp. | 0.01% | Add +24.7% | 1,693,917 | $97.0M |
| EP Wealth Advisors, LLC | 0.67% | Add +8.7% | 1,422,978 | $81.5M |
| Facet Wealth, Inc. | 1.73% | Add +15.8% | 1,148,937 | $65.4M |
| Bailard, Inc. | 1.56% | Add +25.1% | 1,063,062 | $60.9M |
| Mariner, LLC | 0.08% | Add +10.4% | 881,431 | $50.5M |
| LPL Financial LLC | 0.02% | Add +11.5% | 825,517 | $47.3M |
| UBS Group AG | 0.01% | Reduce -5.5% | 793,201 | $45.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +168.5% | 741,353 | $42.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 652,484 | $37.4M |
| Tiaa Trust, National Association | 0.10% | Reduce -6.8% | 599,554 | $34.3M |
| First Foundation Advisors | 1.21% | Add +3.1% | 561,740 | $32.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.3% | 484,536 | $27.8M |
| JPMorgan Chase & Co. | 0.00% | Add +15.1% | 473,548 | $27.1M |
| Royal Bank of Canada | 0.01% | Add +5.1% | 447,822 | $25.7M |
| a16z Perennial Management, L.P. | 2.77% | No change | 226,366 | $23.9M |
| Brio Consultants, LLC | 3.69% | Add +0.9% | 411,854 | $23.6M |
| Raub Brock Capital Management LP | 5.01% | Add +0.9% | 411,400 | $23.6M |
| BlackRock, Inc. | 0.00% | Add +59.9% | 372,724 | $21.3M |
| Rwa Wealth Partners, LLC | 0.26% | Add +1.4% | 365,911 | $21.0M |
| Opes Wealth Management LLC | 4.05% | Add +6.1% | 344,721 | $19.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +17.7% | 337,587 | $19.3M |
| Assetmark, Inc. | 0.05% | Add +22.7% | 329,404 | $18.9M |
| Manhattan West Asset Management, LLC | 5.09% | Add +3.1% | 328,951 | $18.8M |
| Slow Capital, Inc. | 2.30% | Reduce -10.2% | 283,724 | $16.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.5% | 281,448 | $16.1M |
| Bank of Montreal | 0.01% | Add +90.9% | 274,822 | $15.7M |
| Sei Investments Co. | 0.02% | Add +18.0% | 235,457 | $13.5M |
| Financial Connections Group, Inc. | 6.32% | Reduce -3.1% | 229,760 | $13.2M |
| Myecfo, LLC | 6.95% | Add +7.3% | 224,614 | $12.9M |
| Cerity Partners LLC | 0.03% | Add +70.6% | 223,748 | $12.8M |
| Cetera Investment Advisers | 0.03% | Add +10.6% | 220,407 | $12.6M |
| Betterment LLC | 0.03% | Add +8.4% | 211,049 | $12.1M |
| Raymond James Financial Inc. | 0.00% | — | 198,944 | $11.4M |
| Pure Financial Advisors, LLC | 0.26% | Add +0.1% | 198,585 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 194,938 | $11.2M |
| West Wealth Group, LLC | 3.28% | Add +31.1% | 191,741 | $11.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +25.2% | 182,305 | $10.4M |
| Rinkey Investments | 3.31% | Reduce -8.5% | 180,689 | $10.3M |
| Creative Planning | 0.01% | Reduce -5.8% | 180,257 | $10.3M |
| OneDigital Investment Advisors LLC | 0.12% | Add +0.1% | 174,706 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.7% | 166,476 | $9.5M |
| Focus Partners Wealth | 0.02% | Add +40.9% | 151,944 | $8.7M |
| Navalign, LLC | 2.55% | Add +14.3% | 151,156 | $8.7M |
| Captrust Financial Advisors | 0.02% | Add +40.1% | 151,021 | $8.7M |
| Certus Wealth Management, LLC | 5.34% | Add +9.5% | 140,006 | $8.0M |
| NewEdge Advisors, LLC | 0.05% | Add +2.1% | 131,212 | $7.5M |
| Affinity Capital Advisors, LLC | 1.36% | Add +24.4% | 126,721 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Add +14.8% | 125,166 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -6.4% | 122,631 | $7.0M |
| Composition Wealth, LLC | 0.14% | Reduce -6.0% | 122,110 | $7.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +6.3% | 122,710 | $7.0M |
| Deutsche Bank AG | 0.00% | Add +40.5% | 116,120 | $6.7M |
| First American Trust, FSB | 0.60% | Add +46.0% | 105,693 | $6.1M |
| Mission Wealth Management, LP | 0.14% | Reduce -4.2% | 105,260 | $6.0M |
| Choreo, LLC | 0.08% | Reduce -4.2% | 103,029 | $5.9M |
| Ehrlich Financial Group | 3.90% | Add +3.6% | 95,820 | $5.5M |
| Amara Financial, Llc. | 5.04% | Add +6.7% | 95,341 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.0% | 93,786 | $5.4M |
| Client First Capital LLC | 2.73% | Add +0.1% | 92,578 | $5.3M |
| Parallel Advisors, LLC | 0.11% | Reduce -1.9% | 86,528 | $5.0M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.4% | 85,920 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -9.9% | 83,754 | $4.8M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -0.5% | 80,222 | $4.6M |
| Bank of Stockton | 1.37% | Reduce -3.1% | 78,797 | $4.5M |
| Traveka Wealth, LLC | 2.47% | Add +0.7% | 78,339 | $4.5M |
| Omega Financial Group, LLC | 1.64% | Reduce -0.9% | 75,841 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +17.3% | 74,995 | $4.3M |
| Lodestar Private Asset Management LLC | 0.52% | Reduce -5.1% | 72,252 | $4.1M |
| Freestone Capital Holdings, LLC | 0.13% | Reduce -6.6% | 66,660 | $3.8M |
| Whittier Trust Co. | 0.05% | Reduce -1.4% | 65,949 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.51% | Add +1.6% | 65,190 | $3.7M |
| Westfuller Advisors, LLC | 2.35% | Add +0.0% | 64,460 | $3.7M |
| Bell Investment Advisors, Inc | 0.69% | Add +8.2% | 64,206 | $3.7M |
| Valmark Advisers, Inc. | 0.05% | Add +276.5% | 59,476 | $3.4M |
| Warren Street Wealth Advisors, LLC | 1.35% | Add +6.0% | 57,284 | $3.3M |
| Townsquare Capital LLC | 0.04% | Reduce -0.8% | 56,689 | $3.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -13.7% | 56,676 | $3.2M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -0.6% | 56,579 | $3.2M |
| US Bancorp \de | 0.00% | Add +41.8% | 56,431 | $3.2M |
| Creative Capital Management Investments LLC | 1.33% | Add +0.1% | 55,601 | $3.2M |
| Compound Planning, Inc. | 0.16% | Add +24.4% | 54,709 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +107.2% | 53,772 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Add +248.4% | 49,605 | $2.8M |
| Heritage Wealth Management, Inc. | 2.34% | Reduce -3.2% | 47,811 | $2.7M |
| Gould Asset Management LLC | 0.57% | Add +11.6% | 47,365 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +158.9% | 46,964 | $2.7M |
| Williams & Novak, LLC | 2.52% | Reduce -8.6% | 45,610 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | New | 45,544 | $2.6M |
| MAI Capital Management | 0.02% | New | 45,245 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -25.4% | 44,072 | $2.5M |
| Westside Investment Management, Inc. | 0.52% | Add +5.5% | 43,084 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +28.5% | 42,746 | $2.4M |
| Vishria Bird Financial Group, LLC | 0.85% | No change | 42,493 | $2.4M |
| Spinnaker Investment Group, LLC | 0.57% | Add +2.6% | 41,061 | $2.4M |
| DeDora Capital, Inc. | 0.64% | Reduce -1.0% | 40,707 | $2.3M |
| Atlas Legacy Advisors, LLC | 0.53% | — | 37,950 | $2.2M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.