ISHARES CALIFORNIA MUNI BOND (CMF) Institutional Ownership Changes & 13F Activity
ISHARES CALIFORNIA MUNI BOND (CMF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sixth Street Partners Management Company, L.P., Charles Schwab Investment Management Inc, Wells Fargo & Company/Mn, Mercer Global Advisors Inc, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +75,908 | +186.3% | 116,662 | $6.72M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +23,241 | +57.0% | 64,002 | $3.69M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +66,017 | +239.2% | 93,612 | $5.40M | Q2 2026 | Aug 27, 2026 |
| January Capital Advisors Llc | Sell | -21 | -0.2% | 10,027 | $577.96K | Q2 2026 | Aug 25, 2026 |
| Mercer Global Advisors Inc | Buy | +591,959 | +90.1% | 1,249,130 | $72.00M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -218,910 | -53.2% | 192,748 | $11.11M | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +13,968 | +7.1% | 209,603 | $12.08M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -775 | -3.4% | 22,185 | $1.28M | Q2 2026 | Aug 17, 2026 |
| Brasada Capital Management, Lp | Sell | -89 | -0.7% | 11,961 | $1.38M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +43 | +0.7% | 6,338 | $365.34K | Q2 2026 | Aug 17, 2026 |
| Sixth Street Partners Management Company, L.P. | Buy | +9,795,528 | — | 9,795,528 | $564.61M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +1,298,720 | +15.3% | 9,795,528 | $564.61M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -647,891 | -49.3% | 667,037 | $38.45M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -250,987 | -51.5% | 236,001 | $13.70M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +149,881 | +278.3% | 203,745 | $11.75M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +138,666 | +7.5% | 1,975,540 | $113.87M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +59,514 | +18.0% | 390,584 | $22.51M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +55,171 | +324.0% | 72,199 | $4.16M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +51,498 | — | 51,498 | $2.97M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -50,863 | -13.9% | 315,476 | $17.94M | Q2 2026 | Aug 14, 2026 |
| Syon Capital Llc | Buy | +43,569 | +3.2% | 1,395,697 | $80.45M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +40,789 | +296.0% | 54,567 | $3.15M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +38,582 | +8.2% | 510,220 | $29.41M | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Sell | -37,791 | -10.6% | 318,941 | $18.38M | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager Lp | Buy | +33,986 | — | 33,986 | $1.96M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +22,516 | +13.8% | 185,277 | $10.67M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +18,275 | +5.9% | 327,187 | $18.86M | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | Sell | -18,262 | -40.2% | 27,221 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Itau Unibanco Holding S.A. | Sell | -11,728 | -79.2% | 3,089 | $178.05K | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +11,610 | +95.7% | 23,747 | $1.37M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about CMF activity
Which institutional owners are buying CMF?
Institutional owners buying CMF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CMF activity?
"Buy" means an investor increased their reported position in CMF compared to the prior reporting period. This reflects growing exposure to ISHARES CALIFORNIA MUNI BOND (CMF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CMF increasing?
Institutional interest in CMF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.