Who owns iShares California Muni Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CMF from SEC Form 13F filings across 357 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 357 institutions disclosed 53.9M shares of iShares California Muni Bond ETF worth $3.11B — about 66.9% of shares outstanding; the largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
357
13F holders
$3.11B
value, 2026 filers
66.9%
of shares outstanding (53.9M sh)
40
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CMF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9.8M | $564.6M | 0.1% | 12.1% | +15.3% |
| 2 | Wealthfront Advisers LLC | 7.3M | $419.4M | 0.8% | 9% | +17.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.0M | $113.9M | 0.0% | 2.4% | +7.5% |
| 4 | MORGAN STANLEY | 1.9M | $111.6M | 0.0% | 2.4% | +3.4% |
| 5 | Facet Wealth, Inc. | 1.8M | $100.9M | 1.4% | 2.2% | +10.7% |
| 6 | FMR LLC | 1.7M | $100.4M | 0.0% | 2.2% | -3.6% |
| 7 | EP Wealth Advisors, LLC | 1.7M | $97.5M | 0.4% | 2.1% | +43.2% |
| 8 | SYON CAPITAL LLC | 1.4M | $80.4M | 3.5% | 1.7% | +3.2% |
| 9 | LPL Financial LLC | 1.3M | $75.6M | 0.0% | 1.6% | +14.2% |
| 10 | BAILARD, INC. | 1.2M | $69.9M | 1.4% | 1.5% | -1.7% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $64.5M | 0.0% | 1.4% | +9.5% |
| 12 | Mariner, LLC | 931,425 | $53.7M | 0.1% | 1.2% | +1.4% |
| 13 | BlackRock, Inc. | 865,882 | $49.9M | 0.0% | 1.1% | -1.9% |
| 14 | JPMORGAN CHASE & CO | 690,685 | $39.8M | 0.0% | 0.9% | +1.3% |
| 15 | WELLS FARGO & COMPANY/MN | 667,037 | $38.4M | 0.0% | 0.8% | +1.5% |
| 16 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 666,348 | $38.4M | 0.1% | 0.8% | +0.4% |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 624,565 | $36.0M | 0.0% | 0.8% | -5.0% |
| 18 | ROYAL BANK OF CANADA | 510,220 | $29.4M | 0.0% | 0.6% | +8.2% |
| 19 | UBS Group AG | 503,444 | $29.0M | 0.0% | 0.6% | -5.3% |
| 20 | GUGGENHEIM CAPITAL LLC | 477,670 | $27.5M | 0.2% | 0.6% | +20.6% |
| 21 | Focus Partners Wealth | 455,178 | $26.2M | 0.0% | 0.6% | +12.6% |
| 22 | ASSETMARK, INC | 436,085 | $25.1M | 0.0% | 0.5% | +11.3% |
| 23 | Cerity Partners LLC | 390,584 | $22.5M | 0.0% | 0.5% | +18.0% |
| 24 | West Wealth Group, LLC | 384,830 | $22.2M | 3.6% | 0.5% | +16.0% |
| 25 | CAPTRUST FINANCIAL ADVISORS | 378,084 | $21.8M | 0.0% | 0.5% | +6.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.