CMF · iShares California Muni Bond ETF ETF
$55.70
-0.04 (-0.07%)
At close · Sep 4
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.
Holders: 4
Total Value: $4,455,628
Total Shares: 77,301
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 4 13F filers · Δ vs Jun 30, 2024Top Holder
41.4%
+14.9 pts
Top 5
100.0%
+46.7 pts
Top 10
100.0%
+36.5 pts
HHI
3,539
Highly concentrated+2,506
Quarterly Activity
vs Jun 30, 2024
New
4
Increased
0
Decreased
0
Sold Out
212
Unchanged
0
Holder count:
-208
Institutional value:
-99.8%
Shares held:
-99.8%
Top New Positions
vs Jun 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 32,001 | $1,844,537 | |
| Large Corient Private Wealth LLC | 31,204 | $1,798,598 | |
| Small January Capital Advisors LLC | 10,027 | $577,956 | |
| Small Range Advisory, LLC | 4,069 | $234,537 |
Top Sold-Out Positions
vs Jun 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,605,110 | $546,338,656 | |
| Mega FMR LLC | 5,647,880 | $321,251,414 | |
| Mega MORGAN STANLEY | 1,792,066 | $101,932,713 | |
| Large EP Wealth Advisors, LLC | 1,273,710 | $72,448,624 | |
| Mega BANK OF AMERICA CORP /DE/ | 1,044,406 | $59,405,811 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC CMF | $1,844,537 | 41.40% | 32,001 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC CMF | $1,798,598 | 40.37% | 31,204 | Shares | 2026-08-27 | |
| Small January Capital Advisors LLC CMF | $577,956 | 12.97% | 10,027 | Shares | 2026-08-25 | |
| Small Range Advisory, LLC CMF | $234,537 | 5.26% | 4,069 | Shares | 2026-09-02 |