ISHARES CALIFORNIA MUNI BOND (CMF) Institutional Shareholders
ISHARES CALIFORNIA MUNI BOND (CMF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.85B in CMF holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of CMF tracked by InsiderSet, reporting ownership valued at approximately $483.13M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $480.83M, representing an estimated loss of -0.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed CMF value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Wealthfront Advisers Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES CALIFORNIA MUNI BOND (CMF).
This page ranks the largest institutional CMF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
351
Total Reported Value
$2.85B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$483.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.07% | 8,496,808 | $483,128,503 | $480,834,365 | -$2,294,138 | -0.47% | |
| Wealthfront Advisers Llc | 0.77% | 6,199,721 | $352,516,136 | $350,842,211 | -$1,673,925 | -0.47% | |
| Morgan Stanley | 0.01% | 1,872,723 | $106,483,036 | $105,977,395 | -$505,641 | -0.47% | |
| Bank Of America Corp | 0.01% | 1,836,874 | $104,444,633 | $103,948,700 | -$495,933 | -0.47% | |
| Fmr Llc | 0.01% | 1,807,029 | $102,747,648 | $102,259,771 | -$487,877 | -0.47% | |
| Facet Wealth, Inc. | 1.45% | 1,750,409 | $100,893,585 | $99,055,645 | -$1,837,940 | -1.82% | |
| Syon Capital Llc | 3.87% | 1,352,128 | $76,881,984 | $76,516,924 | -$365,060 | -0.47% | |
| Bailard, Inc. | 1.42% | 1,213,415 | $69,941,241 | $68,667,155 | -$1,274,086 | -1.82% | |
| Ep Wealth Advisors, Llc | 0.33% | 1,180,899 | $67,145,926 | $66,827,074 | -$318,852 | -0.47% | |
| Lpl Financial Llc | 0.02% | 1,147,593 | $65,252,116 | $64,942,288 | -$309,828 | -0.47% | |
| Envestnet Asset Management Inc | 0.02% | 1,118,263 | $64,456,707 | $63,282,503 | -$1,174,204 | -1.82% | |
| Mariner, Llc | 0.06% | 918,584 | $52,224,465 | $51,982,669 | -$241,796 | -0.46% | |
| Blackrock, Inc. | 0.00% | 882,814 | $50,196,804 | $49,958,444 | -$238,360 | -0.47% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.15% | 663,621 | $37,733,490 | $37,554,312 | -$179,178 | -0.47% | |
| Wells Fargo & Company/Mn | 0.01% | 657,464 | $37,383,385 | $37,205,888 | -$177,497 | -0.47% | |
| Mercer Global Advisors Inc | 0.06% | 657,171 | $37,366,765 | $37,189,307 | -$177,458 | -0.47% | |
| Ubs Group Ag | 0.01% | 531,875 | $30,242,413 | $30,098,806 | -$143,607 | -0.47% | |
| Royal Bank Of Canada | 0.01% | 471,638 | $26,817,000 | $26,689,994 | -$127,006 | -0.47% | |
| Opes Wealth Management Llc | 4.54% | 467,978 | $26,609,229 | $26,482,875 | -$126,354 | -0.47% | |
| Assetmark, Inc | 0.04% | 436,085 | $25,135,939 | $24,678,050 | -$457,889 | -1.82% | |
| Beacon Pointe Advisors, Llc | 0.12% | 411,658 | $23,406,895 | $23,295,726 | -$111,169 | -0.47% | |
| Focus Partners Wealth | 0.03% | 404,359 | $22,996,763 | $22,882,676 | -$114,087 | -0.50% | |
| Manhattan West Asset Management, Llc | 4.42% | 397,775 | $22,617,543 | $22,510,087 | -$107,456 | -0.48% | |
| Guggenheim Capital Llc | 0.18% | 396,010 | $22,517,129 | $22,410,206 | -$106,923 | -0.47% | |
| Alliancebernstein L.P. | 0.01% | 366,339 | $21,049,839 | $20,731,124 | -$318,715 | -1.51% | |
| Cetera Investment Advisers | 0.02% | 368,508 | $20,953,381 | $20,853,868 | -$99,513 | -0.47% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 358,790 | $20,400,768 | $20,303,926 | -$96,842 | -0.47% | |
| First Foundation Advisors | 0.82% | 356,732 | $20,283,794 | $20,187,464 | -$96,330 | -0.47% | |
| Captrust Financial Advisors | 0.04% | 356,431 | $20,266,606 | $20,170,430 | -$96,176 | -0.47% | |
| West Wealth Group, Llc | 3.73% | 331,806 | $18,866,524 | $18,776,902 | -$89,622 | -0.48% | |
| Cerity Partners Llc | 0.03% | 331,070 | $18,824,686 | $18,735,251 | -$89,435 | -0.48% | |
| Rwa Wealth Partners, Llc | 0.19% | 312,546 | $17,771,354 | $17,686,978 | -$84,376 | -0.47% | |
| Sei Investments Co | 0.02% | 308,912 | $17,564,680 | $17,481,330 | -$83,350 | -0.47% | |
| Affinity Capital Advisors, Llc | 2.09% | 293,212 | $16,881,084 | $16,592,867 | -$288,217 | -1.71% | |
| Orin Green Financial, Llc | 6.06% | 284,860 | $16,419,331 | $16,120,227 | -$299,104 | -1.82% | |
| Creative Planning | 0.01% | 277,418 | $15,773,999 | $15,699,085 | -$74,914 | -0.47% | |
| Rinkey Investments | 3.62% | 266,511 | $15,361,694 | $15,081,857 | -$279,837 | -1.82% | |
| Myecfo, Llc | 6.25% | 262,542 | $14,928,154 | $14,857,252 | -$70,902 | -0.47% | |
| Slow Capital, Inc. | 1.70% | 252,501 | $14,554,129 | $14,289,032 | -$265,097 | -1.82% | |
| Riverfront Investment Group, Llc | 0.18% | 241,434 | $13,916,256 | $13,662,750 | -$253,506 | -1.82% | |
| Ameriprise Financial Inc | 0.00% | 243,494 | $13,845,082 | $13,779,325 | -$65,757 | -0.47% | |
| Apella Capital, Llc | 0.17% | 204,693 | $11,765,743 | $11,583,577 | -$182,166 | -1.55% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 206,115 | $11,719,707 | $11,664,048 | -$55,659 | -0.47% | |
| Navalign, Llc | 2.71% | 202,036 | $11,645,371 | $11,433,217 | -$212,154 | -1.82% | |
| Atlas Legacy Advisors, Llc | 1.69% | 198,228 | $11,425,862 | $11,217,723 | -$208,139 | -1.82% | |
| Brio Consultants, Llc | 1.38% | 197,127 | $11,259,919 | $11,155,417 | -$104,502 | -0.93% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.15% | 195,345 | $11,259,660 | $11,054,574 | -$205,086 | -1.82% | |
| Pure Financial Advisors, Llc | 0.16% | 195,635 | $11,123,816 | $11,070,985 | -$52,831 | -0.47% | |
| Axxcess Wealth Management, Llc | 0.16% | 174,620 | $10,065,097 | $9,881,746 | -$183,351 | -1.82% | |
| Jane Street Group, Llc | 0.01% | 172,581 | $9,812,956 | $9,766,359 | -$46,597 | -0.47% |
Frequently asked questions about CMF
Who owns the most CMF stock?
The largest holders of CMF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CALIFORNIA MUNI BOND (CMF).
Is CMF widely held by superinvestors?
Many widely followed stocks like CMF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CMF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.