iShares California Muni Bond ETF (CMF): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$241K (+4 K shares) · bought $241K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Rosenblum Silverman Sutton S FNew$241K0.1%+0.1 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of CMF (all 13F filers)
- Charles Schwab Investment Management9.8 MIndex manager+1.3 M
- Wealthfront Advisers7.3 MWealth adviser+1.1 M
- Bank of America2.0 MBank or trading desk+139 K
- Morgan Stanley1.9 MBank or trading desk+64 K
- Facet Wealth1.8 MWealth adviser+169 K
- FMR1.7 MInvestment firm−65 K
- EP Wealth Advisors1.7 MWealth adviser+511 K
- Syon Capital1.4 MType not verified+44 K
- LPL Financial1.3 MWealth adviser+163 K
- Bailard1.2 MType not verified−21 K
- Shares
- 9.8 M
- Change
- +1.3 M
See more
- Type
- Index manager
- Value
- $565M
- Shares
- 7.3 M
- Change
- +1.1 M
See more
- Type
- Wealth adviser
- Value
- $419M
- Shares
- 2.0 M
- Change
- +139 K
See more
- Type
- Bank or trading desk
- Value
- $114M
- Shares
- 1.9 M
- Change
- +64 K
See more
- Type
- Bank or trading desk
- Value
- $112M
- Shares
- 1.8 M
- Change
- +169 K
See more
- Type
- Wealth adviser
- Value
- $101M
- Shares
- 1.7 M
- Change
- −65 K
See more
- Type
- Investment firm
- Value
- $100M
- Shares
- 1.7 M
- Change
- +511 K
See more
- Type
- Wealth adviser
- Value
- $97.5M
- Shares
- 1.4 M
- Change
- +44 K
See more
- Type
- Type not verified
- Value
- $80.4M
- Shares
- 1.3 M
- Change
- +163 K
See more
- Type
- Wealth adviser
- Value
- $75.6M
- Shares
- 1.2 M
- Change
- −21 K
See more
- Type
- Type not verified
- Value
- $69.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗