Who Owns iShares California Muni Bond ETF (CMF)?Hedge Fund & Institutional Holders

$57.42+0.18 (+0.32%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7181104840002936e+246T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$54.52$55.49$56.47$57.44$58.41Sep 24Jun 25Mar 26

CMF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bell Investment Advisors, IncIncreased+5K+$315.4M
Wealthfront Advisers LLCNew Position+5.1M+$293.6M
Facet Wealth, Inc.New Position+1.5M+$86.6M
BAILARD, INC.New Position+1.4M+$82.7M
EP Wealth Advisors, LLCNew Position+1.2M+$67.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+543K+$31.0M
Envestnet Portfolio Solutions, Inc.New Position+359K+$20.0M
Orin Green Financial, LLCNew Position+307K+$17.6M
Slow Capital, Inc.New Position+281K+$16.2M
West Wealth Group, LLCNew Position+274K+$15.7M
Sanctuary Advisors, LLCNew Position+254K+$14.4M
Cerity Partners LLCNew Position+251K+$14.0M
Atlas Legacy Advisors, LLCNew Position+213K+$12.2M
AXXCESS WEALTH MANAGEMENT, LLCNew Position+196K+$11.3M
Pure Financial Advisors, LLCNew Position+189K+$10.9M

CMF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FMR LLCDecreased-106K-$114.7B
SYON CAPITAL LLCDecreased-4K-$65.6B
TIAA TRUST, NATIONAL ASSOCIATIONDecreased-18K-$39.9B
Steward Partners Investment Advisory, LLCDecreased-13K-$21.3B
RWA WEALTH PARTNERS, LLCDecreased-3K-$18.0B
RENAISSANCE TECHNOLOGIES LLCDecreased-195K-$17.6B
Rinkey InvestmentsDecreased-56K-$14.2B
OSAIC HOLDINGS, INC.Decreased-8K-$9.3B
Certus Wealth Management, LLCClosed Position-127K-$7.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-21K-$6.9B
Garde Capital, Inc.Closed Position-119K-$6.8B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCDecreased-10K-$6.1B
Strive Asset Management, LLCClosed Position-73K-$5.7B
Hamilton Wealth, LLCDecreased-90K-$5.2B
Sand Hill Global Advisors, LLCDecreased-2K-$4.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc29,901$1.7B0.27%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC8,440,029$484.0M0.08%Share
3Wealthfront Advisers LLC5,109,731$293.6M0.66%Share
4FMR LLC1,906,426$109.0M0.01%Share
5MORGAN STANLEY1,789,209$102.0M0.01%Share
6Facet Wealth, Inc.1,497,857$86.6M1.53%Share
7BAILARD, INC.1,439,125$82.7M1.83%Share
8EP Wealth Advisors, LLC1,170,981$67.0M0.35%Share
9SYON CAPITAL LLC1,147,763$65.0M3.24%Share
10LPL Financial LLC989,482$56.0M0.02%Share
11BANK OF AMERICA CORP /DE/900,129$51.0M0.00%Share
12Mariner, LLC833,576$47.0M0.06%Share
13TIAA TRUST, NATIONAL ASSOCIATION679,364$39.0M0.09%Share
14BANK OF AMERICA CORP /DE/592,005$34.0M0.00%Share
15ENVESTNET ASSET MANAGEMENT INC542,590$31.0M0.01%Share
16MERCER GLOBAL ADVISORS INC /ADV549,343$31.0M0.05%Share
17UBS Group AG536,879$30.8M0.01%Share
18Opes Wealth Management LLC438,978$25.2M4.11%Share
19BANK OF AMERICA CORP /DE/441,515$25.0M0.00%Share
20WELLS FARGO & COMPANY/MN432,976$24.0M0.00%Share
21JPMORGAN CHASE & CO417,095$23.0M0.00%Share
22ASSETMARK, INC372,882$21.4M0.04%Share
23Cetera Investment Advisers378,057$21.0M0.02%Share
24Manhattan West Asset Management, LLC363,294$20.9M4.27%Share
25FIRST FOUNDATION ADVISORS348,609$20.0M0.75%Share
26CAPTRUST FINANCIAL ADVISORS351,386$20.0M0.04%Share
27Envestnet Portfolio Solutions, Inc.359,418$20.0M0.07%Share
28ROYAL BANK OF CANADA357,608$20.0M0.00%Share
29Steward Partners Investment Advisory, LLC361,333$20.0M0.11%Share
30Focus Partners Wealth343,954$19.0M0.02%Share
31ALLIANCEBERNSTEIN L.P.338,177$19.0M0.01%Share
32Orin Green Financial, LLC307,027$17.6M7.06%Share
33RWA WEALTH PARTNERS, LLC312,497$17.0M0.19%Share
34SEI INVESTMENTS CO306,723$17.0M0.02%Share
35Slow Capital, Inc.281,447$16.2M1.93%Share
36GUGGENHEIM CAPITAL LLC292,659$16.0M0.11%Share
37West Wealth Group, LLC273,799$15.7M3.26%Share
38Affinity Capital Advisors, LLC269,594$15.5M2.14%Share
39MYECFO, LLC251,202$14.4M6.13%Share
40Cerity Partners LLC251,278$14.0M0.02%Share
41AMERIPRISE FINANCIAL INC259,093$14.0M0.00%Share
42Betterment LLC231,306$13.3M0.03%Share
43BlackRock, Inc.237,581$13.0M0.00%Share
44Atlas Legacy Advisors, LLC213,047$12.2M2.14%Share
45Brio Consultants, LLC198,177$11.4M1.48%Share
46AXXCESS WEALTH MANAGEMENT, LLC195,887$11.3M0.04%Share
47Rinkey Investments193,681$11.1M2.83%Share
48Creative Planning205,771$11.0M0.01%Share
49JPMORGAN CHASE & CO193,683$11.0M0.00%Share
50Pure Financial Advisors, LLC189,269$10.9M0.17%Share

CMF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025328$4.4B+143
Q3 2025185$1.7T-106
Q2 2025291$2.5T-8
Q1 2025299$2.9T+57
Q4 2024242$78.6T+66
Q3 2024176$1812.1T+11
Q2 2024165$1462.4T-3
Q1 2024168$926.0T—

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As of Q4 2025, 50 institutional investors hold CMF (iShares California Muni Bond ETF). The largest holder is Bell Investment Advisors, Inc with $1.7B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CMF?

As of Q4 2025, 50 institutional investors report holding CMF (iShares California Muni Bond ETF) in their 13F filings.

Who is the largest institutional holder of CMF?

The largest institutional holder of CMF is Bell Investment Advisors, Inc with $1.7B in shares.

Is institutional ownership of CMF increasing or decreasing?

This quarter, 14 institutions opened new positions in CMF and 3 closed their positions.