iShares California Muni BondCMFETF
13F holders, Q1 2026 (March 31)351holders +15
34new positions
20sold out
3famous investors
$56.87avg. 13F price*
At the end of Q1 2026, 351 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 15 from Q4 2025. 34 opened new positions and 20 sold out. The largest holders were Charles Schwab Investment Management Inc. ($483.1M), Wealthfront Advisers LLC ($352.5M) and Morgan Stanley ($106.5M). 3 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 Ken Fisher (0.0% of Fisher Asset 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $26.5M |
| Exits | 20 | $41.9M |
All 13F filers, Q4 2025 → Q1 2026: 5,336,348 shares bought and 2,522,422 shares sold, net +2,813,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.7% | 8,496,808 | $483.1M |
| Wealthfront Advisers LLC | 0.77% | Add +21.3% | 6,199,721 | $352.5M |
| Morgan Stanley | 0.01% | Add +4.6% | 1,872,723 | $106.5M |
| Bank of America Corp. | 0.01% | Reduce -5.0% | 1,836,874 | $104.4M |
| FMR LLC | 0.01% | Reduce -5.2% | 1,807,029 | $102.7M |
| Facet Wealth, Inc. | 1.56% | Add +5.6% | 1,581,074 | $89.9M |
| Syon Capital LLC | 3.87% | Add +17.8% | 1,352,128 | $76.9M |
| Bailard, Inc. | 1.61% | Reduce -14.2% | 1,234,606 | $70.2M |
| EP Wealth Advisors, LLC | 0.33% | Add +0.8% | 1,180,899 | $67.1M |
| LPL Financial LLC | 0.02% | Add +16.0% | 1,147,593 | $65.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +88.2% | 1,021,059 | $58.1M |
| Mariner, LLC | 0.06% | Add +1.4% | 918,584 | $52.2M |
| BlackRock, Inc. | 0.00% | Add +271.6% | 882,814 | $50.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 681,794 | $38.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.15% | — | 663,621 | $37.7M |
| Wells Fargo & Company | 0.01% | Add +8.0% | 657,464 | $37.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +19.6% | 657,171 | $37.4M |
| UBS Group AG | 0.01% | Reduce -0.9% | 531,875 | $30.2M |
| Royal Bank of Canada | 0.01% | Add +4.7% | 471,638 | $26.8M |
| Opes Wealth Management LLC | 4.54% | Add +6.6% | 467,978 | $26.6M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +255.5% | 411,658 | $23.4M |
| Focus Partners Wealth | 0.03% | Add +17.6% | 404,359 | $23.0M |
| Manhattan West Asset Management, LLC | 4.42% | Add +9.5% | 397,775 | $22.6M |
| Guggenheim Capital LLC | 0.18% | Add +35.3% | 396,010 | $22.5M |
| Assetmark, Inc. | 0.05% | Add +5.1% | 391,733 | $22.3M |
| Alliancebernstein L.P. | 0.01% | Add +8.3% | 366,339 | $21.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.5% | 368,508 | $21.0M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -0.7% | 358,790 | $20.4M |
| First Foundation Advisors | 0.82% | Reduce -2.9% | 356,732 | $20.3M |
| Captrust Financial Advisors | 0.04% | Add +1.4% | 356,431 | $20.3M |
| West Wealth Group, LLC | 3.73% | Add +21.2% | 331,806 | $18.9M |
| Cerity Partners LLC | 0.03% | Add +31.8% | 331,070 | $18.8M |
| Rwa Wealth Partners, LLC | 0.19% | Add +0.0% | 312,546 | $17.8M |
| Sei Investments Co. | 0.02% | Add +0.7% | 308,912 | $17.6M |
| Affinity Capital Advisors, LLC | 2.34% | Add +8.8% | 293,236 | $16.7M |
| Orin Green Financial, LLC | 6.70% | Reduce -6.5% | 287,164 | $16.3M |
| Slow Capital, Inc. | 2.06% | Reduce -1.1% | 278,292 | $15.8M |
| Creative Planning | 0.01% | Add +26.2% | 277,418 | $15.8M |
| Myecfo, LLC | 6.25% | Add +4.5% | 262,542 | $14.9M |
| Rinkey Investments | 3.77% | Add +33.7% | 258,963 | $14.7M |
| RiverFront Investment Group, LLC | 0.22% | Add +53.8% | 244,554 | $13.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 243,494 | $13.8M |
| Betterment LLC | 0.03% | Add +4.7% | 242,057 | $13.8M |
| Apella Capital, LLC | 0.18% | Add +238.9% | 212,510 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +45.9% | 206,115 | $11.7M |
| Navalign, LLC | 2.88% | Add +7.4% | 200,894 | $11.4M |
| Atlas Legacy Advisors, LLC | 2.06% | Reduce -6.9% | 198,262 | $11.3M |
| Brio Consultants, LLC | 1.38% | Reduce -0.5% | 197,127 | $11.3M |
| Pure Financial Advisors, LLC | 0.16% | Add +3.4% | 195,635 | $11.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Add +16.0% | 192,029 | $10.9M |
| Jane Street Group, LLC | 0.01% | Add +22.4% | 172,581 | $9.8M |
| Jones Financial Companies LLLP | 0.00% | Add +32.0% | 162,761 | $9.2M |
| Financial Connections Group, Inc. | 3.04% | Reduce -2.2% | 153,857 | $8.7M |
| Bank of Montreal | 0.00% | Reduce -1.3% | 150,685 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.6% | 144,709 | $8.2M |
| Wedmont Private Capital | 0.26% | Reduce -9.8% | 142,044 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +6.8% | 129,377 | $7.4M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -2.7% | 128,029 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.2% | 126,007 | $7.2M |
| OneDigital Investment Advisors LLC | 0.07% | Add +1.3% | 124,682 | $7.1M |
| Garde Capital, Inc. | 0.40% | New | 118,101 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +75.0% | 113,692 | $6.5M |
| Cwm, LLC | 0.02% | Reduce -12.5% | 112,944 | $6.4M |
| First American Trust, FSB | 0.42% | Reduce -2.9% | 110,938 | $6.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +5.6% | 103,080 | $5.9M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.21% | Add +64.0% | 102,100 | $5.8M |
| Compound Planning, Inc. | 0.18% | Add +16.9% | 99,861 | $5.7M |
| Thryve Wealth Management LLC | 3.72% | Reduce -3.5% | 97,938 | $5.6M |
| Deutsche Bank AG | 0.00% | No change | 96,380 | $5.5M |
| Fullerton Advisors, LLC | 5.60% | Add +8.6% | 95,033 | $5.4M |
| Client First Capital LLC | 2.31% | No change | 92,578 | $5.3M |
| NDWM LLC | 3.34% | Add +12.2% | 90,580 | $5.2M |
| MML Investors Services, LLC | 0.01% | Reduce -12.6% | 90,384 | $5.1M |
| Ducere Wealth Management LLC | 2.04% | Reduce -7.4% | 90,272 | $5.1M |
| Freestone Capital Holdings, LLC | 0.15% | Add +11.7% | 86,874 | $4.9M |
| Ballast Rock Private Wealth LLC | 2.66% | Add +110.5% | 84,568 | $4.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +103.1% | 83,506 | $4.7M |
| Columbia Bank | 1.32% | Add +0.7% | 81,426 | $4.6M |
| Valmark Advisers, Inc. | 0.05% | Add +43.3% | 80,669 | $4.6M |
| Elmwood Wealth Management, Inc. | 1.23% | Add +14.5% | 77,916 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +2.5% | 75,771 | $4.3M |
| Integrated Advisors Network LLC | 0.22% | New | 74,459 | $4.2M |
| Choreo, LLC | 0.05% | Reduce -1.9% | 73,534 | $4.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +14.4% | 70,850 | $4.0M |
| Fifth Third Bancorp | 0.01% | New | 70,004 | $4.0M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -7.1% | 69,965 | $4.0M |
| Mission Wealth Management, LP | 0.08% | Reduce -6.7% | 69,471 | $4.0M |
| Westfuller Advisors, LLC | 1.69% | Add +5.6% | 69,064 | $3.9M |
| Ehrlich Financial Group | 2.24% | Reduce -0.5% | 68,533 | $3.9M |
| Silver Oak Wealth Advisors Services, LLC | 2.46% | Reduce -28.0% | 66,536 | $3.8M |
| Summit Trail Advisors, LLC | 0.05% | No change | 65,718 | $3.7M |
| One Capital Management, LLC | 0.10% | Add +15.6% | 62,540 | $3.6M |
| Omega Financial Group, LLC | 1.17% | Reduce -7.8% | 62,311 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +23.5% | 61,820 | $3.5M |
| Quantinno Capital Management LP | 0.01% | Add +15.3% | 55,002 | $3.1M |
| Warren Street Wealth Advisors, LLC | 0.80% | Add +0.8% | 54,859 | $3.1M |
| Lodestar Private Asset Management LLC | 0.31% | Add +2.0% | 54,533 | $3.1M |
| Whittier Trust Co. | 0.04% | Add +1.0% | 54,437 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.5% | 53,864 | $3.1M |
| Heritage Wealth Management, Inc. | 1.69% | Add +9.0% | 53,378 | $3.0M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.