iShares California Muni BondCMFETF
13F holders, Q1 2025 (March 31)308holders +7
30new positions
19sold out
4famous investors
$56.24avg. 13F price*
At the end of Q1 2025, 308 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 7 from Q4 2024. 30 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($577.5M), Wealthfront Advisers LLC ($503.8M) and FMR LLC ($271.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $195.9M |
| Exits | 19 | $32.8M |
All 13F filers, Q4 2024 → Q1 2025: 6,664,162 shares bought and 4,539,562 shares sold, net +2,124,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -6.7% | 10,260,508 | $577.5M |
| Wealthfront Advisers LLC | 1.35% | Add +31.1% | 8,951,879 | $503.8M |
| FMR LLC | 0.02% | Reduce -12.8% | 4,826,571 | $271.6M |
| Morgan Stanley | 0.01% | Reduce -0.9% | 1,824,178 | $102.7M |
| Syon Capital LLC | 6.17% | New | 1,346,273 | $75.8M |
| Bank of America Corp. | 0.01% | Reduce -23.6% | 1,293,222 | $72.8M |
| EP Wealth Advisors, LLC | 0.57% | Reduce -10.4% | 1,274,491 | $71.7M |
| Bailard, Inc. | 1.67% | Add +8.4% | 1,152,134 | $64.8M |
| Jane Street Group, LLC | 0.11% | New | 1,031,769 | $58.1M |
| Facet Wealth, Inc. | 1.48% | Reduce -10.3% | 1,030,908 | $57.2M |
| Mariner, LLC | 0.08% | Reduce -3.6% | 849,394 | $47.8M |
| LPL Financial LLC | 0.02% | Reduce -3.0% | 800,761 | $45.1M |
| UBS Group AG | 0.01% | Reduce -9.1% | 721,419 | $40.6M |
| Tiaa Trust, National Association | 0.10% | Reduce -7.2% | 556,489 | $31.3M |
| First Foundation Advisors | 1.21% | Reduce -6.1% | 527,462 | $29.7M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 492,537 | $27.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.2% | 469,238 | $26.4M |
| Wells Fargo & Company | 0.01% | Reduce -30.7% | 451,957 | $25.4M |
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 435,169 | $24.5M |
| Raub Brock Capital Management LP | 5.19% | Add +0.3% | 412,617 | $23.2M |
| Opes Wealth Management LLC | 4.13% | Add +5.4% | 363,362 | $20.5M |
| Assetmark, Inc. | 0.06% | Add +9.0% | 358,976 | $20.2M |
| Orin Green Financial, LLC | 9.47% | New | 366,010 | $20.1M |
| Rwa Wealth Partners, LLC | 0.25% | Reduce -4.2% | 350,687 | $19.7M |
| Brio Consultants, LLC | 3.00% | Reduce -17.7% | 338,944 | $19.1M |
| Manhattan West Asset Management, LLC | 4.83% | Add +2.3% | 336,431 | $18.9M |
| Slow Capital, Inc. | 2.48% | Add +15.9% | 328,899 | $18.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -8.4% | 309,162 | $17.4M |
| BlackRock, Inc. | 0.00% | Reduce -31.8% | 254,310 | $14.3M |
| Susquehanna International Group, LLP | 0.02% | New | 245,782 | $13.8M |
| Sei Investments Co. | 0.02% | Add +4.0% | 244,837 | $13.8M |
| Creative Planning | 0.01% | Add +34.6% | 242,713 | $13.7M |
| Cerity Partners LLC | 0.03% | Add +5.6% | 236,180 | $13.3M |
| Cetera Investment Advisers | 0.03% | Add +5.7% | 232,961 | $13.1M |
| Myecfo, LLC | 6.82% | Add +1.9% | 228,833 | $12.9M |
| Bank of Montreal | 0.01% | Reduce -18.3% | 224,580 | $12.6M |
| West Wealth Group, LLC | 3.43% | Add +7.5% | 206,136 | $11.6M |
| Captrust Financial Advisors | 0.03% | Add +36.2% | 205,640 | $11.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +12.3% | 204,743 | $11.5M |
| Osaic Holdings, Inc. | 0.03% | Add +62.6% | 203,580 | $11.5M |
| Navalign, LLC | 3.17% | Add +30.7% | 197,613 | $11.1M |
| Pure Financial Advisors, LLC | 0.23% | Reduce -0.7% | 197,195 | $11.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -30.2% | 196,498 | $11.1M |
| Betterment LLC | 0.03% | Reduce -7.6% | 195,066 | $11.0M |
| Financial Connections Group, Inc. | 4.84% | Reduce -16.6% | 191,708 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 187,168 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.3% | 180,521 | $10.2M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -5.0% | 166,059 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.0% | 159,753 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +1.5% | 154,187 | $8.7M |
| Affinity Capital Advisors, LLC | 1.61% | Add +17.1% | 148,325 | $8.1M |
| Certus Wealth Management, LLC | 5.36% | Add +1.4% | 142,020 | $7.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -4.9% | 124,764 | $7.0M |
| Garde Capital, Inc. | 0.39% | New | 122,339 | $6.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -0.8% | 121,670 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -83.8% | 119,897 | $6.7M |
| Composition Wealth, LLC | 0.14% | Reduce -1.9% | 119,835 | $6.7M |
| Deutsche Bank AG | 0.00% | No change | 116,120 | $6.5M |
| Cwm, LLC | 0.02% | New | 106,189 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -14.1% | 105,297 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Add +17.9% | 101,270 | $5.7M |
| Strive Asset Management, LLC | 3.93% | New | 100,564 | $5.7M |
| Choreo, LLC | 0.09% | Reduce -3.3% | 99,635 | $5.6M |
| Mission Wealth Management, LP | 0.14% | Reduce -5.8% | 99,109 | $5.6M |
| Client First Capital LLC | 2.67% | No change | 92,578 | $5.2M |
| First American Trust, FSB | 0.46% | Reduce -16.2% | 88,592 | $5.0M |
| Rinkey Investments | 1.57% | Reduce -51.2% | 88,171 | $5.0M |
| Ehrlich Financial Group | 3.61% | Reduce -8.2% | 87,963 | $5.0M |
| Parallel Advisors, LLC | 0.11% | Add +0.1% | 86,655 | $4.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +4.7% | 83,998 | $4.7M |
| Amara Financial, Llc. | 4.12% | Reduce -16.9% | 79,260 | $4.5M |
| Traveka Wealth, LLC | 2.46% | Reduce -0.3% | 78,115 | $4.4M |
| Bank of Stockton | 1.38% | Reduce -2.6% | 76,775 | $4.3M |
| Omega Financial Group, LLC | 1.62% | Reduce -1.2% | 74,948 | $4.2M |
| Bell Investment Advisors, Inc | 0.77% | Add +15.5% | 74,152 | $4.2M |
| Guggenheim Capital LLC | 0.04% | Add +47.6% | 73,244 | $4.1M |
| Valmark Advisers, Inc. | 0.06% | Add +18.7% | 70,578 | $4.0M |
| Freestone Capital Holdings, LLC | 0.15% | Add +3.3% | 68,878 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +20.1% | 68,077 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.50% | Reduce -0.0% | 65,165 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -13.5% | 64,857 | $3.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.13% | Add +133.9% | 64,521 | $3.6M |
| Lodestar Private Asset Management LLC | 0.46% | Reduce -10.8% | 64,461 | $3.6M |
| Westfuller Advisors, LLC | 2.42% | Reduce -0.0% | 64,453 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +11.7% | 60,055 | $3.4M |
| US Bancorp \de | 0.00% | Add +5.7% | 59,623 | $3.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +151.4% | 59,238 | $3.3M |
| Warren Street Wealth Advisors, LLC | 1.24% | Reduce -2.0% | 56,138 | $3.2M |
| Compound Planning, Inc. | 0.14% | Add +1.9% | 55,728 | $3.1M |
| Townsquare Capital LLC | 0.03% | Reduce -2.0% | 55,543 | $3.1M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -2.0% | 55,455 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +27.5% | 54,493 | $3.1M |
| Blue Oak Capital, LLC | 1.67% | Add +185.8% | 53,630 | $3.0M |
| Whittier Trust Co. | 0.04% | Reduce -20.1% | 52,729 | $3.0M |
| Creative Capital Management Investments LLC | 1.10% | Reduce -9.1% | 50,562 | $2.8M |
| Gould Asset Management LLC | 0.57% | Add +3.3% | 48,915 | $2.8M |
| Heritage Wealth Management, Inc. | 2.34% | Add +1.9% | 48,718 | $2.7M |
| GWN Securities Inc. | 0.15% | New | 49,297 | $2.7M |
| DeDora Capital, Inc. | 0.74% | Add +12.2% | 45,679 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -45.7% | 45,507 | $2.6M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.