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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+75,908+186.3%116,662$6.72MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+23,241+57.0%64,002$3.69MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+66,017+239.2%93,612$5.40MQ2 2026Aug 27, 2026
January Capital Advisors LlcSell-21-0.2%10,027$577.96KQ2 2026Aug 25, 2026
Mercer Global Advisors IncBuy+591,959+90.1%1,249,130$72.00MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-218,910-53.2%192,748$11.11MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+13,968+7.1%209,603$12.08MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-775-3.4%22,185$1.28MQ2 2026Aug 17, 2026
Brasada Capital Management, LpSell-89-0.7%11,961$1.38MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+43+0.7%6,338$365.34KQ2 2026Aug 17, 2026
Sixth Street Partners Management Company, L.P.Buy+9,795,5289,795,528$564.61MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+1,298,720+15.3%9,795,528$564.61MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-647,891-49.3%667,037$38.45MQ2 2026Aug 14, 2026
Ameriprise Financial IncSell-250,987-51.5%236,001$13.70MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+149,881+278.3%203,745$11.75MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+138,666+7.5%1,975,540$113.87MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+59,514+18.0%390,584$22.51MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+55,171+324.0%72,199$4.16MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+51,49851,498$2.97MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Sell-50,863-13.9%315,476$17.94MQ2 2026Aug 14, 2026
Syon Capital LlcBuy+43,569+3.2%1,395,697$80.45MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+40,789+296.0%54,567$3.15MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+38,582+8.2%510,220$29.41MQ2 2026Aug 14, 2026
First Foundation AdvisorsSell-37,791-10.6%318,941$18.38MQ2 2026Aug 14, 2026
Engineers Gate Manager LpBuy+33,98633,986$1.96MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+22,516+13.8%185,277$10.67MQ2 2026Aug 14, 2026
Sei Investments CoBuy+18,275+5.9%327,187$18.86MQ2 2026Aug 14, 2026
Destination Wealth ManagementSell-18,262-40.2%27,221$1.57MQ2 2026Aug 14, 2026
Itau Unibanco Holding S.A.Sell-11,728-79.2%3,089$178.05KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+11,610+95.7%23,747$1.37MQ2 2026Aug 14, 2026
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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.