CMF Institutional Ownership
iShares California Muni Bond ETF
1W: +0.2%
1M: -3.0%
3M: -6.2%
YTD: -5.6%
1Y: -4.4%
3Y: +5.2%
5Y: -3.8%
$54.03
-0.24 (-0.44%)
Weekly Expected Move ±0.9%
$53
$54
$54
$55
$55
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CMF
383
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
38
New Positions
165
Increased
112
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (407 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Compa NEW | 9,795,528 | $529M | — | +0.0% | 1Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 9,795,528 | $529M | +1,298,720 | +15.3% | 9Q | SEC ↗ |
| 3 | Wealthfront Advisers LLC | 7,276,324 | $393M | +1,076,603 | +17.4% | 17Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,975,540 | $107M | +138,666 | +7.5% | 15Q | SEC ↗ |
| 5 | MORGAN STANLEY | 1,936,419 | $105M | +63,696 | +3.4% | 60Q | SEC ↗ |
| 6 | Facet Wealth, Inc. | 1,750,409 | $95M | +169,335 | +10.7% | 13Q | SEC ↗ |
| 7 | FMR LLC | 1,742,213 | $94M | -64,816 | -3.6% | 32Q | SEC ↗ |
| 8 | EP Wealth Advisors, LLC | 1,691,400 | $91M | +510,501 | +43.2% | 3Q | SEC ↗ |
| 9 | SYON CAPITAL LLC | 1,395,697 | $75M | +43,569 | +3.2% | 6Q | SEC ↗ |
| 10 | LPL Financial LLC | 1,310,854 | $71M | +163,261 | +14.2% | 53Q | SEC ↗ |
| 11 | BAILARD, INC. | 1,213,415 | $66M | -21,191 | -1.7% | 15Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1,118,263 | $60M | +97,204 | +9.5% | 46Q | SEC ↗ |
| 13 | Mariner, LLC | 931,425 | $50M | +12,841 | +1.4% | 21Q | SEC ↗ |
| 14 | BlackRock, Inc. | 865,882 | $47M | -16,932 | -1.9% | 8Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 690,685 | $37M | +8,891 | +1.3% | 48Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 667,037 | $36M | +9,573 | +1.5% | 72Q | SEC ↗ |
| 17 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 666,348 | $36M | +2,727 | +0.4% | 2Q | SEC ↗ |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | 624,565 | $34M | -32,606 | -5.0% | 30Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 510,220 | $28M | +38,582 | +8.2% | 67Q | SEC ↗ |
| 20 | UBS Group AG | 503,444 | $27M | -28,431 | -5.3% | 47Q | SEC ↗ |
| 21 | GUGGENHEIM CAPITAL LLC | 477,670 | $26M | +81,660 | +20.6% | 8Q | SEC ↗ |
| 22 | Opes Wealth Management LLC | 467,978 | $25M | +29,000 | +6.6% | 24Q | SEC ↗ |
| 23 | Focus Partners Wealth | 455,178 | $25M | +50,819 | +12.6% | 8Q | SEC ↗ |
| 24 | ASSETMARK, INC | 436,085 | $24M | +44,352 | +11.3% | 17Q | SEC ↗ |
| 25 | Cerity Partners LLC | 390,584 | $21M | +59,514 | +18.0% | 23Q | SEC ↗ |
| 26 | West Wealth Group, LLC | 384,830 | $21M | +53,024 | +16.0% | 10Q | SEC ↗ |
| 27 | CAPTRUST FINANCIAL ADVISORS | 378,084 | $20M | +21,653 | +6.1% | 30Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 360,260 | $19M | -8,248 | -2.2% | 23Q | SEC ↗ |
| 29 | SEI INVESTMENTS CO | 327,187 | $18M | +18,275 | +5.9% | 15Q | SEC ↗ |
| 30 | Manhattan West Asset Management, LLC | 325,296 | $18M | -72,479 | -18.2% | 17Q | SEC ↗ |
| 31 | FIRST FOUNDATION ADVISORS | 318,941 | $17M | -37,791 | -10.6% | 39Q | SEC ↗ |
| 32 | ALLIANCEBERNSTEIN L.P. | 315,476 | $17M | -50,863 | -13.9% | 25Q | SEC ↗ |
| 33 | RWA WEALTH PARTNERS, LLC | 314,017 | $17M | +1,471 | +0.5% | 17Q | SEC ↗ |
| 34 | Affinity Capital Advisors, LLC | 293,212 | $16M | -24 | -0.0% | 13Q | SEC ↗ |
| 35 | Orin Green Financial, LLC | 284,860 | $15M | -2,304 | -0.8% | 23Q | SEC ↗ |
| 36 | Creative Planning | 273,154 | $15M | -4,264 | -1.5% | 23Q | SEC ↗ |
| 37 | Rinkey Investments | 266,511 | $14M | +7,548 | +2.9% | 19Q | SEC ↗ |
| 38 | Betterment LLC | 253,502 | $14M | +11,445 | +4.7% | 47Q | SEC ↗ |
| 39 | Slow Capital, Inc. | 252,501 | $14M | -25,791 | -9.3% | 35Q | SEC ↗ |
| 40 | MYECFO, LLC | 241,609 | $13M | -20,933 | -8.0% | 15Q | SEC ↗ |
| 41 | RiverFront Investment Group, LLC | 241,434 | $13M | -3,120 | -1.3% | 10Q | SEC ↗ |
| 42 | AMERIPRISE FINANCIAL INC | 236,001 | $13M | -7,493 | -3.1% | 16Q | SEC ↗ |
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 212,056 | $11M | +5,941 | +2.9% | 15Q | SEC ↗ |
| 44 | Pure Financial Advisors, LLC | 209,603 | $11M | +13,968 | +7.1% | 55Q | SEC ↗ |
| 45 | Apella Capital, LLC | 204,693 | $11M | -7,817 | -3.7% | 13Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 203,745 | $11M | +149,881 | +278.3% | 26Q | SEC ↗ |
| 47 | Navalign, LLC | 202,036 | $11M | +1,142 | +0.6% | 17Q | SEC ↗ |
| 48 | Brio Consultants, LLC | 200,419 | $11M | +3,292 | +1.7% | 16Q | SEC ↗ |
| 49 | Atlas Legacy Advisors, LLC | 198,228 | $11M | -34 | -0.0% | 7Q | SEC ↗ |
| 50 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 195,345 | $11M | +3,316 | +1.7% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 9,795,528 | $529M |
| AXXCESS WEALTH MANAGEMENT, LLC | 174,620 | $9M |
| Global Retirement Partners, LLC | 159,119 | $9M |
| Plancorp, LLC | 80,435 | $4M |
| FLOW TRADERS U.S. LLC | 51,498 | $3M |
| Seek First Inc. | 50,270 | $3M |
| Private Advisor Group, LLC | 39,454 | $2M |
| Engineers Gate Manager LP | 33,986 | $2M |
| Maloon Powers Pitre Higgins & Denne | 27,501 | $1M |
| Precision Wealth Strategies, LLC | 20,897 | $1M |
| FF Advisors,LLC | 17,117 | $925K |
| WRAPMANAGER INC | 14,125 | $763K |
| Brookstone Capital Management | 10,682 | $577K |
| My Portfolio Guide, LLC | 9,917 | $536K |
| Elequin Capital, LP | 9,082 | $491K |
| VAQUERO PRIVATE WEALTH, LTD | 8,670 | $468K |
| Chris Bulman Inc | 8,589 | $464K |
| OLD MISSION CAPITAL LLC | 8,249 | $446K |
| BASSO CAPITAL MANAGEMENT, L.P. | 8,035 | $434K |
| WorthPointe, LLC | 7,599 | $411K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 359,418 | $19M |
| JANE STREET GROUP, LLC | 172,581 | $9M |
| Allspring Global Investments Holdin | 37,236 | $2M |
| Leisure Capital Management | 32,714 | $2M |
| Strategic Financial Services, Inc. | 17,880 | $966K |
| Integrity Investment Advisors, LLC | 12,264 | $663K |
| CLUNE & ASSOCIATES, LTD. | 12,013 | $649K |
| VERITY Wealth Advisors | 10,915 | $590K |
| CLIFFORD SWAN INVESTMENT COUNSEL LL | 9,260 | $500K |
| Northeast Financial Group, Inc. | 8,807 | $476K |
| Caliber Wealth Management, LLC / KS | 8,164 | $441K |
| MILLENNIUM MANAGEMENT LLC | 7,242 | $391K |
| Ascentis Independent Advisors | 7,100 | $384K |
| Quadrant Private Wealth Management, | 7,027 | $380K |
| HILL ISLAND FINANCIAL LLC | 6,760 | $365K |
| Peak Retirement Planning, Inc. | 6,342 | $343K |
| Kera Capital Partners, Inc. | 6,203 | $335K |
| Fortitude Financial, LLC | 5,897 | $319K |
| GTS SECURITIES LLC | 4,968 | $268K |
| Moss Adams Wealth Advisors LLC | 4,879 | $264K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,298,720 | +15.3% | 9,795,528 |
| Wealthfront Advisers LLC | +1,076,603 | +17.4% | 7,276,324 |
| EP Wealth Advisors, LLC | +510,501 | +43.2% | 1,691,400 |
| Facet Wealth, Inc. | +169,335 | +10.7% | 1,750,409 |
| LPL Financial LLC | +163,261 | +14.2% | 1,310,854 |
| OSAIC HOLDINGS, INC. | +149,881 | +278.3% | 203,745 |
| BANK OF AMERICA CORP /DE | +138,666 | +7.5% | 1,975,540 |
| ENVESTNET ASSET MANAGEMENT INC | +97,204 | +9.5% | 1,118,263 |
| RENAISSANCE TECHNOLOGIES LLC | +92,373 | +494.0% | 111,073 |
| GUGGENHEIM CAPITAL LLC | +81,660 | +20.6% | 477,670 |
| MORGAN STANLEY | +63,696 | +3.4% | 1,936,419 |
| Cerity Partners LLC | +59,514 | +18.0% | 390,584 |
| Cresset Asset Management, LLC | +55,171 | +324.0% | 72,199 |
| West Wealth Group, LLC | +53,024 | +16.0% | 384,830 |
| Focus Partners Wealth | +50,819 | +12.6% | 455,178 |
| Ashton Thomas Private Wealth, LLC | +50,703 | +105.1% | 98,953 |
| ASSETMARK, INC | +44,352 | +11.3% | 436,085 |
| SYON CAPITAL LLC | +43,569 | +3.2% | 1,395,697 |
| BNP PARIBAS FINANCIAL MARKETS | +42,962 | +113057.9% | 43,000 |
| GOLDMAN SACHS GROUP INC | +40,789 | +296.0% | 54,567 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | -218,910 | -53.2% | 192,748 |
| Steward Partners Investment Advisor | -164,744 | -45.9% | 194,046 |
| Manhattan West Asset Management, LL | -72,479 | -18.2% | 325,296 |
| FMR LLC | -64,816 | -3.6% | 1,742,213 |
| Integrated Advisors Network LLC | -61,529 | -82.6% | 12,930 |
| ALLIANCEBERNSTEIN L.P. | -50,863 | -13.9% | 315,476 |
| FIRST FOUNDATION ADVISORS | -37,791 | -10.6% | 318,941 |
| MERCER GLOBAL ADVISORS INC /ADV | -32,606 | -5.0% | 624,565 |
| Ballast Rock Private Wealth LLC | -30,352 | -35.9% | 54,216 |
| UBS Group AG | -28,431 | -5.3% | 503,444 |
| Slow Capital, Inc. | -25,791 | -9.3% | 252,501 |
| BAILARD, INC. | -21,191 | -1.7% | 1,213,415 |
| MYECFO, LLC | -20,933 | -8.0% | 241,609 |
| Destination Wealth Management | -18,262 | -40.2% | 27,221 |
| BlackRock, Inc. | -16,932 | -1.9% | 865,882 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -16,671 | -23.5% | 54,179 |
| CWM, LLC | -16,087 | -12.5% | 112,944 |
| WESPAC Advisors SoCal, LLC | -15,882 | -54.8% | 13,093 |
| FORONJY FINANCIAL LLC | -15,881 | -56.1% | 12,404 |
| NewEdge Advisors, LLC | -14,292 | -44.1% | 18,087 |