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CMF · iShares California Muni Bond ETF · Holdings ETF

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$54.83 +0.04 (+0.07%) At close · Oct 20
Volume · Oct 20 2.4M Avg daily vol (3M) 1.67M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders: 84
Total Value: $15,557,762
Total Shares: 4,556,758

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 84 13F filers · Δ vs Jun 30, 2026
Top Holder
26.4%
Dec 2023 → Sep 2026 · range 0.0% – 100.0%
−0.6 pts
Top 5
78.4%
Dec 2023 → Sep 2026 · range 0.0% – 100.0%
+25.6 pts
Top 10
95.7%
Dec 2023 → Sep 2026 · range 0.0% – 100.0%
+26.0 pts
HHI
1,645
Dec 2023 → Sep 2026 · range 0 – 10,000
Moderately concentrated+645

Who Holds CMF

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 356 filers, like-for-like change +8.3%; actively managed books +8.6%; index-like books +3.0%.

Holder type Share Filers Change
Registered adviser 70.8% 243 +9.9%
Exempt adviser 0.0% 1 +994.6%
Adviser 0.5% 4 +0.7%
Bank 8.5% 12 +4.2%
Broker-dealer 2.4% 1 +14.2%
Non-US 0.3% 2 +44.6%
Holding company 8.9% 6 +2.9%
Unknown 8.5% 87 +3.3%

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 4 holders with no observed 2026-03-31 13F and 8 holders with no observed 2026-06-30 13F.

Conviction and Crowding

356 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
95
26.7% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
2
median weight 0.263%
Mar 31, 2026: 0
Crowding
—
shares outstanding is an issuer-wide count, not one listing's
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
shares outstanding is an issuer-wide count, not one listing's
Top 10 holders
55.8%
of 13F shares, Herfindahl 0.062
Active holders
+8.6%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 14.0 quarters
Under 1 year 9.68% 1 to 3 years 20.5% 3 years or more 69.9% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026
New
7
Increased
30
Decreased
27
Sold Out
12
Unchanged
20

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -273
Institutional value: -95.8%
Shares held: -91.6%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
Wedmont Private Capital +100,574 242,626
West Wealth Group, LLC +91,710 476,540
Robertson Stephens Wealth Management, LLC +55,820 62,274
INDEPENDENT FINANCIAL GROUP, LLC +39,604 48,135
Apella Capital, LLC +31,585 236,278

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open
BAILARD, INC. −228,189 985,226
Farther Finance Advisors, LLC −40,622 87,718
MISSION WEALTH MANAGEMENT, LP −21,222 52,253
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC −19,993 175,352
WealthPlan Investment Management, LLC −14,940 7,422

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open
Blue Trust, Inc. 469 $0
Fortitude Financial, LLC 6,722 $0
Mosley Wealth Management 4,795 $0
ASPIRIANT, LLC 47,237 $0
Align Financial, LLC 4,066 $0

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
MEMBERS WEALTH LLC 8,317 $479,391
VERUS WEALTH MANAGEMENT, LLC 6,400 $368,896
Wise Wealth Partners 5,959 $343,476
Gerald Baker Financial Group LLC 3,820 $220,184
Shum Financial Group, Inc. 3,706 $213,613
Filter: New 7 Increased 30 Reduced 27 Sold out 12 Unchanged 20
Holder type: Registered adviser 57 Unknown 27
Showing 84 of 84
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Prime Capital Investment Advisors, LLC CMF $4,104,514 26.38% 75,841
EHRLICH FINANCIAL GROUP CMF $3,803,120 24.45% 70,272
BANK OF STOCKTON CMF $2,002,007 12.87% 36,992
DAVIDSON INVESTMENT ADVISORS CMF $1,392,724 8.95% 25,734
INSTRUMENTAL WEALTH, LLC CMF $899,149 5.78% 16,614
Integrated Advisors Network LLC CMF $696,091 4.47% 12,862
Climber Capital SA CMF $685,159 4.40% 12,660
Chris Bulman Inc CMF $464,836 2.99% 8,589
PRIVATE TRUST CO NA CMF $421,919 2.71% 7,796
Sowell Financial Services LLC CMF $412,556 2.65% 7,623
Trilogy Capital Inc. CMF $342,471 2.20% 6,328
Carnegie Investment Counsel CMF $333,216 2.14% 6,157
Rosenberg Matthew Hamilton CMF — — 518
BAILARD, INC. CMF — — 985,226
GAMMA Investing LLC CMF — — 1,019
HIGHLINE WEALTH PARTNERS LLC CMF — — 5,937
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CMF — — 175,352
Retirement Planning Group, LLC CMF — — 4,151
MYECFO, LLC CMF — — 244,324
SAX WEALTH ADVISORS, LLC CMF — — 5,221
Fortitude Financial, LLC CMF — — 6,722
Triumph Capital Management CMF — — 3,979
Johnson Bixby & Associates, LLC CMF — — 20,582
APS Management Group, Inc. CMF — — 25,478
CV Advisors LLC CMF — — 14,139
Two West Capital Advisors LLC CMF — — 14,212
Wedmont Private Capital CMF — — 242,626
Equita Financial Network, Inc. CMF — — 4,385
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CMF — — 44,398
Blue Trust, Inc. CMF — — 469
Robertson Stephens Wealth Management, LLC CMF — — 62,274
UNION SAVINGS BANK CMF — — 5,279
FORONJY FINANCIAL LLC CMF — — 13,542
RICHARDS, MERRILL & PETERSON, INC. CMF — — 1,350
Roof Eidam Maycock Peralta, LLC CMF — — 17,867
Fullerton Advisors, LLC CMF — — 94,832
RVW Wealth, LLC CMF — — 9,896
WESPAC Advisors SoCal, LLC CMF — — 11,212
FIDUCIARY FINANCIAL GROUP, LLC CMF — — 38,188
Montecito Bank & Trust CMF — — 6,450
Boltwood Capital Management CMF — — 14,915
GoalFusion Wealth Management, LLC CMF — — 6,150
West Wealth Group, LLC CMF — — 476,540
Neumann Capital Management, LLC CMF — — 10,001
Align Financial, LLC CMF — — 4,066
RHS Financial, LLC CMF — — 6,266
21 West Wealth Management LLC CMF — — 54,560
Southland Equity Partners LLC CMF — — 4,318
Shira Ridge Wealth Management CMF — — 8,558
TME FINANCIAL, INC. CMF — — 9,298
Towerpoint Wealth, LLC CMF — — 25,073
Chesley Taft & Associates LLC CMF — — 4,575
Apella Capital, LLC CMF — — 236,278
WealthPlan Investment Management, LLC CMF — — 7,422
Cherry Tree Wealth Management, LLC CMF — — 4,658
Orin Green Financial, LLC CMF — — 281,207
MISSION WEALTH MANAGEMENT, LP CMF — — 52,253
SONATA CAPITAL GROUP INC CMF — — 8,180
Dynamic Advisor Solutions LLC CMF — — 10,406
Hennion & Walsh Asset Management, Inc. CMF — — 30,056
Apeiron RIA LLC CMF — — 5,220
Clark Asset Management, LLC CMF — — 31,230
Elmwood Wealth Management, Inc. CMF — — 82,175
INDEPENDENT FINANCIAL GROUP, LLC CMF — — 48,135
Williams & Novak, LLC CMF — — 5,136
ECLECTIC ASSOCIATES INC /ADV CMF — — 7,762
THRYVE WEALTH MANAGEMENT LLC CMF — — 97,938
ASPIRIANT, LLC CMF — — 47,237
HCR Wealth Advisors CMF — — 20,865
Signature Resources Capital Management, LLC CMF — — 60
Mosley Wealth Management CMF — — 4,795
NWF Advisory Services Inc. CMF — — 14,788
Essential Partners LLC CMF — — 2,462
Traveka Wealth, LLC CMF — — 48,194
Keystone Global Partners, LLC CMF — — 25,355
TLWM CMF — — 7,728
ASL Financial, LLC CMF — — 6,500
Vilga Financial Planning LLC CMF — — 18,626
McNaughton Wealth Management, LLC CMF — — 24,969
Farther Finance Advisors, LLC CMF — — 87,718
Affinity Capital Advisors, LLC CMF — — 292,335
Spinnaker Investment Group, LLC CMF — — 31,290
Emergent Wealth Advisors, LLC CMF — — 6,499
SteelPeak Wealth, LLC CMF — — 37,865