iShares California Muni BondCMFETF
13F holders, Q3 2025 (September 30)315holders −3
26new positions
22sold out
4famous investors
$57.04avg. 13F price*
At the end of Q3 2025, 315 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, down 3 from Q2 2025. 26 opened new positions and 22 sold out. The largest holders were Charles Schwab Investment Management Inc. ($441.3M), Wealthfront Advisers LLC ($225.8M) and FMR LLC ($114.8M). 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.6M |
| Exits | 22 | $16.7M |
All 13F filers, Q2 2025 → Q3 2025: 3,138,764 shares bought and 8,343,500 shares sold, net −5,204,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.2% | 7,736,294 | $441.3M |
| Wealthfront Advisers LLC | 0.53% | Reduce -54.2% | 3,958,355 | $225.8M |
| FMR LLC | 0.01% | Reduce -16.0% | 2,012,899 | $114.8M |
| Morgan Stanley | 0.01% | Reduce -0.4% | 1,769,653 | $100.9M |
| Bank of America Corp. | 0.01% | Add +40.0% | 1,640,770 | $93.6M |
| Bailard, Inc. | 1.78% | Add +6.7% | 1,434,753 | $81.8M |
| Facet Wealth, Inc. | 1.64% | Add +8.9% | 1,392,789 | $79.4M |
| Syon Capital LLC | 3.53% | Reduce -4.5% | 1,151,334 | $65.7M |
| LPL Financial LLC | 0.01% | Add +5.6% | 890,410 | $50.8M |
| Mariner, LLC | 0.06% | Add +6.0% | 876,674 | $50.0M |
| Tiaa Trust, National Association | 0.10% | Reduce -4.4% | 699,571 | $39.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.2% | 583,104 | $33.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 546,691 | $31.2M |
| UBS Group AG | 0.01% | Reduce -7.7% | 533,267 | $30.4M |
| Wells Fargo & Company | 0.01% | Add +7.8% | 506,149 | $28.9M |
| Mercer Global Advisors Inc. | 0.05% | Add +30.0% | 497,273 | $28.4M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 421,250 | $24.0M |
| Opes Wealth Management LLC | 4.20% | Add +8.0% | 418,263 | $23.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +1215.6% | 373,896 | $21.3M |
| Assetmark, Inc. | 0.04% | Reduce -6.5% | 362,301 | $20.7M |
| Manhattan West Asset Management, LLC | 4.23% | Add +3.9% | 350,973 | $20.0M |
| First Foundation Advisors | 0.73% | Reduce -33.5% | 346,927 | $19.8M |
| Orin Green Financial, LLC | 7.41% | Reduce -5.0% | 324,921 | $18.5M |
| Cetera Investment Advisers | 0.02% | Add +44.6% | 317,739 | $18.1M |
| Rwa Wealth Partners, LLC | 0.20% | Reduce -8.3% | 315,395 | $18.0M |
| Renaissance Technologies | 0.02% | Add +103.5% | 307,900 | $17.6M |
| Captrust Financial Advisors | 0.04% | Reduce -11.5% | 303,447 | $17.3M |
| Sei Investments Co. | 0.02% | Add +7.2% | 294,134 | $16.8M |
| Alliancebernstein L.P. | 0.01% | Add +25.7% | 275,949 | $15.7M |
| Focus Partners Wealth | 0.03% | Add +65.8% | 271,537 | $15.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +12.7% | 269,739 | $15.4M |
| Affinity Capital Advisors, LLC | 2.24% | Add +3.7% | 255,386 | $14.5M |
| Rinkey Investments | 3.78% | Add +2.3% | 249,880 | $14.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.1% | 249,302 | $14.2M |
| BlackRock, Inc. | 0.00% | Add +2.8% | 234,703 | $13.4M |
| Cerity Partners LLC | 0.02% | Add +3.1% | 233,864 | $13.3M |
| Myecfo, LLC | 6.05% | Add +2.5% | 232,992 | $13.3M |
| Slow Capital, Inc. | 1.56% | Reduce -12.7% | 232,090 | $13.2M |
| West Wealth Group, LLC | 2.95% | Reduce -5.0% | 227,978 | $13.1M |
| Betterment LLC | 0.02% | Add +8.2% | 217,395 | $12.4M |
| Creative Planning | 0.01% | Add +6.5% | 213,325 | $12.2M |
| Atlas Legacy Advisors, LLC | 2.21% | Reduce -1.5% | 200,702 | $11.4M |
| Pure Financial Advisors, LLC | 0.17% | Reduce -1.2% | 189,884 | $10.8M |
| Guggenheim Capital LLC | 0.08% | Add +56.3% | 189,611 | $10.8M |
| Brio Consultants, LLC | 1.47% | Reduce -6.2% | 186,891 | $10.7M |
| Navalign, LLC | 2.80% | Add +6.2% | 185,762 | $10.6M |
| Osaic Holdings, Inc. | 0.01% | Add +1.4% | 163,818 | $9.3M |
| Financial Connections Group, Inc. | 3.53% | Reduce -4.6% | 158,779 | $9.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +72.1% | 147,232 | $8.4M |
| Wedmont Private Capital | 0.30% | New | 143,224 | $8.2M |
| Bank of Montreal | 0.00% | Add +10.1% | 137,537 | $7.8M |
| Cwm, LLC | 0.02% | Add +3.9% | 128,063 | $7.3M |
| Certus Wealth Management, LLC | 4.34% | Reduce -10.4% | 127,232 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.6% | 120,961 | $6.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +185.4% | 120,867 | $6.9M |
| Garde Capital, Inc. | 0.34% | No change | 119,008 | $6.8M |
| OneDigital Investment Advisors LLC | 0.07% | Add +4.4% | 116,451 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.1% | 116,199 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -16.0% | 110,045 | $6.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -10.7% | 108,081 | $6.2M |
| First American Trust, FSB | 0.43% | Add +7.8% | 103,013 | $5.9M |
| Strive Asset Management, LLC | 3.11% | No change | 100,564 | $5.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.16% | Add +55.7% | 100,436 | $5.7M |
| MML Investors Services, LLC | 0.01% | Add +15.3% | 97,984 | $5.6M |
| Deutsche Bank AG | 0.00% | Add +19.9% | 96,380 | $5.5M |
| Client First Capital LLC | 2.35% | No change | 92,578 | $5.3M |
| Silver Oak Wealth Advisors Services, LLC | 3.46% | Add +15.6% | 91,929 | $5.2M |
| RiverFront Investment Group, LLC | 0.09% | Add +40.5% | 90,938 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +37.0% | 87,765 | $5.0M |
| Ehrlich Financial Group | 2.94% | Add +0.1% | 86,801 | $5.0M |
| NDWM LLC | 3.08% | Reduce -17.6% | 79,520 | $4.5M |
| Mission Wealth Management, LP | 0.09% | Reduce -1.6% | 79,093 | $4.5M |
| Compound Planning, Inc. | 0.15% | Add +17.6% | 78,994 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -29.8% | 78,002 | $4.4M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -13.3% | 77,453 | $4.4M |
| US Bancorp \de | 0.01% | Add +15.1% | 76,859 | $4.4M |
| Valmark Advisers, Inc. | 0.06% | Add +8.5% | 76,691 | $4.4M |
| Freestone Capital Holdings, LLC | 0.13% | Add +6.2% | 75,880 | $4.3M |
| Choreo, LLC | 0.06% | Reduce -0.1% | 75,092 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +0.2% | 73,584 | $4.2M |
| Omega Financial Group, LLC | 1.36% | Reduce -5.2% | 71,039 | $4.1M |
| Columbia Bank | 1.12% | Add +14.2% | 69,701 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +7.3% | 67,455 | $3.8M |
| Summit Trail Advisors, LLC | 0.05% | No change | 65,718 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.33% | Reduce -0.9% | 65,595 | $3.7M |
| Westfuller Advisors, LLC | 1.68% | Add +0.5% | 64,798 | $3.7M |
| Traveka Wealth, LLC | 1.61% | Reduce -15.9% | 63,347 | $3.6M |
| Citadel Advisors | 0.00% | Add +85.0% | 62,990 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +243.3% | 60,613 | $3.5M |
| Apella Capital, LLC | 0.08% | Add +8.6% | 59,667 | $3.4M |
| Comerica Bank | 0.01% | Add +5.9% | 57,826 | $3.3M |
| Warren Street Wealth Advisors, LLC | 0.98% | Add +1.1% | 57,204 | $3.3M |
| MAI Capital Management | 0.02% | Add +101.6% | 55,458 | $3.2M |
| Lodestar Private Asset Management LLC | 0.33% | Reduce -8.5% | 55,440 | $3.2M |
| Whittier Trust Co. | 0.04% | Reduce -2.3% | 53,907 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +29.0% | 51,762 | $3.0M |
| One Capital Management, LLC | 0.09% | Reduce -2.7% | 51,752 | $3.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Add +120.1% | 49,942 | $2.8M |
| DeDora Capital, Inc. | 0.68% | Add +1.9% | 49,064 | $2.8M |
| Bank of Stockton | 0.79% | Reduce -33.7% | 48,282 | $2.8M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.