iShares California Muni BondCMFETF
13F holders, Q4 2025 (December 31)336holders +21
30new positions
20sold out
4famous investors
$57.47avg. 13F price*
At the end of Q4 2025, 336 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 21 from Q3 2025. 30 opened new positions and 20 sold out. The largest holders were Charles Schwab Investment Management Inc. ($485.0M), Wealthfront Advisers LLC ($293.6M) and Bank of America Corp. ($111.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $26.9M |
| Exits | 20 | $16.5M |
All 13F filers, Q3 2025 → Q4 2025: 4,844,197 shares bought and 1,044,115 shares sold, net +3,800,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Charles Schwab Investment Management Inc. | 0.08% | Add +9.1% | 8,440,029 | $485.0M |
| Wealthfront Advisers LLC | 0.66% | Add +29.1% | 5,109,731 | $293.6M |
| Bank of America Corp. | 0.01% | Add +17.9% | 1,933,649 | $111.1M |
| FMR LLC | 0.01% | Reduce -5.3% | 1,906,426 | $109.5M |
| Morgan Stanley | 0.01% | Add +1.2% | 1,790,589 | $102.9M |
| Facet Wealth, Inc. | 1.53% | Add +7.5% | 1,497,857 | $86.6M |
| Bailard, Inc. | 1.83% | Add +0.3% | 1,439,125 | $82.7M |
| EP Wealth Advisors, LLC | 0.35% | — | 1,170,981 | $67.3M |
| Syon Capital LLC | 3.29% | Reduce -0.3% | 1,147,763 | $66.0M |
| LPL Financial LLC | 0.02% | Add +11.1% | 989,482 | $56.9M |
| Mariner, LLC | 0.06% | Add +3.3% | 905,924 | $52.1M |
| Tiaa Trust, National Association | 0.09% | Reduce -2.6% | 681,191 | $39.1M |
| JPMorgan Chase & Co. | 0.00% | Add +19.4% | 652,464 | $37.5M |
| Wells Fargo & Company | 0.01% | Add +20.3% | 608,644 | $35.0M |
| Mercer Global Advisors Inc. | 0.05% | Add +10.5% | 549,343 | $31.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.0% | 542,590 | $31.2M |
| UBS Group AG | 0.01% | Add +0.7% | 536,879 | $30.8M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 450,421 | $25.9M |
| Opes Wealth Management LLC | 4.28% | Add +5.0% | 438,978 | $25.2M |
| Cetera Investment Advisers | 0.02% | Add +19.0% | 378,057 | $21.7M |
| Assetmark, Inc. | 0.04% | Add +2.9% | 372,882 | $21.4M |
| First Foundation Advisors | 0.80% | Add +5.9% | 367,283 | $21.1M |
| Manhattan West Asset Management, LLC | 4.27% | Add +3.5% | 363,294 | $20.9M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -3.4% | 361,333 | $20.8M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +33.3% | 359,418 | $20.7M |
| Captrust Financial Advisors | 0.04% | Add +15.8% | 351,386 | $20.2M |
| Focus Partners Wealth | 0.02% | Add +26.7% | 343,954 | $19.8M |
| Alliancebernstein L.P. | 0.01% | Add +22.6% | 338,177 | $19.4M |
| Rwa Wealth Partners, LLC | 0.20% | Reduce -0.9% | 312,497 | $18.0M |
| Orin Green Financial, LLC | 7.06% | Reduce -5.5% | 307,027 | $17.6M |
| Sei Investments Co. | 0.02% | Add +4.3% | 306,723 | $17.6M |
| Guggenheim Capital LLC | 0.12% | Add +54.4% | 292,659 | $16.8M |
| Slow Capital, Inc. | 1.93% | Add +21.3% | 281,447 | $16.2M |
| West Wealth Group, LLC | 3.26% | Add +20.1% | 273,799 | $15.7M |
| Affinity Capital Advisors, LLC | 2.14% | Add +5.6% | 269,594 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 259,093 | $14.9M |
| Myecfo, LLC | 6.13% | Add +7.8% | 251,202 | $14.4M |
| Cerity Partners LLC | 0.02% | Add +7.5% | 251,278 | $14.4M |
| BlackRock, Inc. | 0.00% | Add +1.2% | 237,587 | $13.7M |
| Betterment LLC | 0.03% | Add +6.4% | 231,306 | $13.3M |
| Creative Planning | 0.01% | Add +3.0% | 219,807 | $12.6M |
| Atlas Legacy Advisors, LLC | 2.15% | Add +6.2% | 213,047 | $12.2M |
| Brio Consultants, LLC | 1.48% | Add +6.0% | 198,177 | $11.4M |
| Axxcess Wealth Management, LLC | 0.20% | New | 195,887 | $11.3M |
| Rinkey Investments | 2.83% | Reduce -22.5% | 193,681 | $11.1M |
| Pure Financial Advisors, LLC | 0.16% | Reduce -0.3% | 189,269 | $10.9M |
| Navalign, LLC | 2.64% | Add +0.7% | 187,112 | $10.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +12.4% | 165,517 | $9.5M |
| RiverFront Investment Group, LLC | 0.15% | Add +74.8% | 158,992 | $9.1M |
| Wedmont Private Capital | 0.32% | Add +9.9% | 157,426 | $9.1M |
| Financial Connections Group, Inc. | 3.11% | Reduce -0.9% | 157,352 | $9.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.7% | 156,163 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Add +39.3% | 153,294 | $8.8M |
| Bank of Montreal | 0.00% | Add +11.0% | 152,709 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.8% | 141,313 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +2030.6% | 140,940 | $8.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +601.7% | 131,601 | $7.6M |
| Cwm, LLC | 0.02% | Add +0.8% | 129,031 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.2% | 124,553 | $7.2M |
| Jones Financial Companies LLLP | 0.00% | Add +40.5% | 123,280 | $7.1M |
| OneDigital Investment Advisors LLC | 0.07% | Add +5.8% | 123,145 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.2% | 121,131 | $7.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +48.5% | 115,794 | $6.7M |
| First American Trust, FSB | 0.45% | Add +10.9% | 114,259 | $6.6M |
| Renaissance Technologies | 0.01% | Reduce -63.4% | 112,600 | $6.5M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 103,391 | $5.9M |
| Thryve Wealth Management LLC | 2.88% | — | 101,461 | $5.8M |
| Ducere Wealth Management LLC | 2.17% | — | 97,471 | $5.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -9.7% | 97,601 | $5.6M |
| Deutsche Bank AG | 0.00% | No change | 96,380 | $5.5M |
| US Bancorp \de | 0.01% | Add +24.8% | 95,901 | $5.5M |
| Client First Capital LLC | 2.27% | No change | 92,578 | $5.3M |
| Silver Oak Wealth Advisors Services, LLC | 3.43% | Add +0.6% | 92,457 | $5.3M |
| Fullerton Advisors, LLC | 5.02% | — | 87,491 | $5.0M |
| Compound Planning, Inc. | 0.15% | Add +8.2% | 85,432 | $4.9M |
| Columbia Bank | 1.29% | Add +16.0% | 80,826 | $4.6M |
| NDWM LLC | 3.07% | Add +1.6% | 80,755 | $4.6M |
| Freestone Capital Holdings, LLC | 0.13% | Add +2.5% | 77,771 | $4.5M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -2.8% | 75,301 | $4.3M |
| Choreo, LLC | 0.05% | Reduce -0.2% | 74,962 | $4.3M |
| Mission Wealth Management, LP | 0.09% | Reduce -5.9% | 74,424 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +0.4% | 73,898 | $4.2M |
| Comerica Bank | 0.02% | Add +21.8% | 70,454 | $4.0M |
| Ehrlich Financial Group | 2.25% | Reduce -20.6% | 68,904 | $4.0M |
| Elmwood Wealth Management, Inc. | 1.23% | Add +3.7% | 68,040 | $3.9M |
| Omega Financial Group, LLC | 1.29% | Reduce -4.8% | 67,616 | $3.9M |
| Summit Trail Advisors, LLC | 0.07% | No change | 65,718 | $3.8M |
| Westfuller Advisors, LLC | 1.52% | Add +1.0% | 65,421 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 64,951 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +26589.3% | 64,855 | $3.7M |
| Traveka Wealth, LLC | 1.49% | Add +0.3% | 63,533 | $3.7M |
| Apella Capital, LLC | 0.07% | Add +5.1% | 62,703 | $3.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.11% | Reduce -38.0% | 62,258 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.6% | 61,904 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Reduce -26.6% | 56,287 | $3.2M |
| MAI Capital Management | 0.02% | Add +0.3% | 55,603 | $3.2M |
| Warren Street Wealth Advisors, LLC | 0.90% | Reduce -4.8% | 54,431 | $3.1M |
| One Capital Management, LLC | 0.09% | Add +4.6% | 54,118 | $3.1M |
| Whittier Trust Co. | 0.03% | No change | 53,907 | $3.1M |
| Lodestar Private Asset Management LLC | 0.31% | Reduce -3.5% | 53,487 | $3.1M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.