Who owns iShares S&P Cal AMTFr Mncpl Bnd Fd?
- Ticker: CMF
- CUSIP Number: 464288356
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Cal AMTFr Mncpl Bnd with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of iShares S&P Cal AMTFr Mncpl Bnd stock
Who bought or sold iShares S&P Cal AMTFr Mncpl Bnd Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 8.4M | $485M | 9% | Dec 2025 |
|
| Wealthfront Advisers | 5.1M | $294M | 29% | Dec 2025 |
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| FMR | 2.0M | $115M | -16% | Sep 2025 |
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| Facet Wealth | 1.5M | $87M | 8% | Dec 2025 |
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| Bailard | 1.4M | $83M | 0% | Dec 2025 |
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| EP Wealth Advisors | 1.2M | $67M | -2% | Dec 2025 |
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| Syon Capital | 1.1M | $66M | 0% | Dec 2025 |
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| LPL Financial | 990k | $57M | 11% | Dec 2025 |
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| Mariner Wealth Advisors | 906k | $52M | 3% | Dec 2025 |
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| Tiaa Trust, National Association | 681k | $39M | -3% | Dec 2025 |
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| Wells Fargo & Company | 609k | $35M | 20% | Dec 2025 |
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| Mercer Global Advisors | 549k | $32M | 10% | Dec 2025 |
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| Jpmorgan Chase & Co | 547k | $31M | 100% | Sep 2025 |
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| Envestnet Asset Management | 543k | $31M | -7% | Dec 2025 |
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| UBS Group | 537k | $31M | 1% | Dec 2025 |
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| Opes Wealth Management | 439k | $25M | 5% | Dec 2025 |
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| Royal Bank of Canada | 421k | $24M | 4% | Sep 2025 |
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| Cetera Investment Advisers | 378k | $22M | 19% | Dec 2025 |
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| Assetmark | 373k | $21M | 3% | Dec 2025 |
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| First Foundation Advisors | 367k | $21M | 6% | Dec 2025 |
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| Manhattan West Asset Management | 363k | $21M | 4% | Dec 2025 |
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| Steward Partners Investment Advisory | 361k | $21M | -3% | Dec 2025 |
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| Envestnet Portfolio Solutions | 359k | $21M | 33% | Dec 2025 |
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| Colony | 344k | $20M | 27% | Dec 2025 |
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| Adviser Investments | 313k | $18M | -1% | Dec 2025 |
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| Orin Green Financial | 307k | $18M | -6% | Dec 2025 |
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| Sei Investments | 307k | $18M | 4% | Dec 2025 |
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| Captrust Financial Advisors | 303k | $17M | -12% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 293k | $17M | 54% | Dec 2025 |
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| Slow Capital | 281k | $16M | 21% | Dec 2025 |
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| Alliancebernstein | 276k | $16M | 26% | Sep 2025 |
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| West Wealth Group | 274k | $16M | 20% | Dec 2025 |
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| Affinity Capital Advisors | 270k | $16M | 6% | Dec 2025 |
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| HPM Partners | 251k | $14M | 7% | Dec 2025 |
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| Myecfo | 251k | $14M | 8% | Dec 2025 |
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| Ameriprise Financial | 249k | $14M | 6% | Sep 2025 |
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| BlackRock | 238k | $14M | 1% | Dec 2025 |
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| Betterment | 231k | $13M | 6% | Dec 2025 |
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| Creative Planning | 220k | $13M | 3% | Dec 2025 |
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| Atlas Legacy Advisors | 213k | $12M | 6% | Dec 2025 |
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| Brio Consultants | 198k | $11M | 6% | Dec 2025 |
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| Axxcess Wealth Management | 196k | $11M | 100% | Dec 2025 |
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| Rinkey Investments | 194k | $11M | -22% | Dec 2025 |
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| Pure Financial Advisors | 189k | $11M | 0% | Dec 2025 |
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| Navalign | 187k | $11M | 1% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 166k | $9.5M | 12% | Dec 2025 |
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| RiverFront Investment Group | 159k | $9.1M | 75% | Dec 2025 |
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| Wedmont Private Capital | 157k | $9.1M | 10% | Dec 2025 |
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| Financial Connections Group | 157k | $9.0M | -1% | Dec 2025 |
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| Advisor Group Holdings | 156k | $9.0M | -5% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 141k | $8.1M | 17% | Dec 2025 |
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| Jane Street | 141k | $8.1M | 2031% | Dec 2025 |
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| Farther Finance Advisors | 132k | $7.6M | 602% | Dec 2025 |
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| CWM | 129k | $7.4M | 1% | Dec 2025 |
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| Certus Wealth Management | 127k | $7.3M | -10% | Sep 2025 |
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| Commonwealth Equity Services | 125k | $7.2M | 7% | Dec 2025 |
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| Resources Investment Advisors | 123k | $7.1M | 6% | Dec 2025 |
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| Sanctuary Advisors | 121k | $7.0M | 166% | Dec 2025 |
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| Beacon Pointe Advisors | 116k | $6.7M | 48% | Dec 2025 |
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| First American Trust | 114k | $6.6M | 11% | Dec 2025 |
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| Renaissance Technologies | 113k | $6.5M | -63% | Dec 2025 |
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| Raymond James Financial | 110k | $6.3M | -16% | Sep 2025 |
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| Kayne Anderson Rudnick Investment Management | 108k | $6.2M | -11% | Sep 2025 |
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| Mml Investors Services | 103k | $5.9M | 6% | Dec 2025 |
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| Thryve Wealth Management | 102k | $5.8M | 100% | Dec 2025 |
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| Strive Asset Management | 101k | $5.7M | 0% | Sep 2025 |
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| Deutsche Bank Aktiengesellschaft | 96k | $5.5M | 0% | Dec 2025 |
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| Us Bancorp | 96k | $5.5M | 25% | Dec 2025 |
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| Client First Capital | 93k | $5.3M | 0% | Dec 2025 |
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| Silver Oak Wealth Advisors Services | 93k | $5.3M | 1% | Dec 2025 |
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| Jones Financial Companies, L.L | 88k | $5.0M | 37% | Sep 2025 |
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| Fullerton Advisors | 88k | $5.0M | 100% | Dec 2025 |
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| Atomi Financial Group | 85k | $4.9M | 8% | Dec 2025 |
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| Umpqua Bank | 81k | $4.6M | 16% | Dec 2025 |
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| NDWM | 81k | $4.6M | 2% | Dec 2025 |
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| Freestone Capital Holdings | 78k | $4.5M | 2% | Dec 2025 |
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| Sand Hill Advisors | 75k | $4.3M | -3% | Dec 2025 |
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| Rsm Us Wealth Management | 75k | $4.3M | 0% | Dec 2025 |
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| Mission Wealth Management | 74k | $4.3M | -6% | Dec 2025 |
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| Prime Capital Investment Advisors | 74k | $4.2M | 0% | Dec 2025 |
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| Brian McDonald | 71k | $4.0M | 22% | Dec 2025 |
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| Ehrlich Financial Group | 69k | $4.0M | -21% | Dec 2025 |
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| Elmwood Wealth Management | 68k | $3.9M | 4% | Dec 2025 |
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| Omega Financial Group | 68k | $3.9M | -5% | Dec 2025 |
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| Summit Trail Advisors | 66k | $3.8M | 0% | Dec 2025 |
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| Westfuller Advisors | 65k | $3.8M | 1% | Dec 2025 |
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| HighTower Advisors | 65k | $3.7M | -4% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 65k | $3.7M | 26589% | Dec 2025 |
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| Traveka Wealth | 64k | $3.7M | 0% | Dec 2025 |
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| Citadel Advisors | 63k | $3.6M | 85% | Sep 2025 |
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| Apella Capital | 63k | $3.6M | 5% | Dec 2025 |
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| Stonehage Fleming Financial Services Holdings | 62k | $3.6M | -38% | Dec 2025 |
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| O'shaughnessy Asset Management | 62k | $3.6M | 20% | Dec 2025 |
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| ValMark Advisers | 56k | $3.2M | -27% | Dec 2025 |
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| MAI Wealth Advisors | 56k | $3.2M | 0% | Dec 2025 |
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| Warren Street Wealth Advisors | 54k | $3.1M | -5% | Dec 2025 |
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| One Capital Management | 54k | $3.1M | 5% | Dec 2025 |
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| Whittier Trust | 54k | $3.1M | 0% | Dec 2025 |
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| Lodestar Private Asset Management | 54k | $3.1M | -4% | Dec 2025 |
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| Stifel Financial | 50k | $2.9M | 10% | Dec 2025 |
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| DeDora Capital | 49k | $2.8M | 0% | Dec 2025 |
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| 21 West Wealth Management | 49k | $2.8M | 18% | Dec 2025 |
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| Heritage Wealth Management | 49k | $2.8M | 5% | Dec 2025 |
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| Quantinno Capital Management | 48k | $2.7M | 10% | Dec 2025 |
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| Bank of Stockton Trust & Investment | 47k | $2.7M | -2% | Dec 2025 |
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| Steel Peak Wealth Management | 46k | $2.6M | -4% | Dec 2025 |
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| Ashton Thomas Private Wealth | 45k | $2.6M | 22% | Dec 2025 |
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| WealthCollab | 44k | $2.5M | 5% | Dec 2025 |
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| McIlrath & Eck | 44k | $2.5M | 25% | Dec 2025 |
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| YCMNET Advisors | 44k | $2.5M | 92% | Dec 2025 |
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| Gould Asset Management | 44k | $2.5M | 1% | Sep 2025 |
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| Journey Strategic Wealth | 42k | $2.4M | 7% | Dec 2025 |
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| Westside Investment Management | 41k | $2.4M | 5% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 41k | $2.4M | -18% | Dec 2025 |
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| Merit Financial Group | 41k | $2.3M | 3% | Dec 2025 |
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| Ballast Rock Private Wealth | 40k | $2.3M | 100% | Dec 2025 |
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| FF Advisors | 40k | $2.3M | 100% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 39k | $2.3M | 15% | Dec 2025 |
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| Conquis Financial | 38k | $2.1M | 39% | Sep 2025 |
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| Empower Advisory Group | 37k | $2.1M | 43% | Dec 2025 |
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| Goldman Sachs Group | 35k | $2.0M | 73% | Dec 2025 |
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| Savvy Advisors | 34k | $2.0M | 8% | Dec 2025 |
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| Vise Technologies | 34k | $2.0M | 100% | Dec 2025 |
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| Values Added Financial | 34k | $1.9M | 164% | Dec 2025 |
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| Ieq Capital | 34k | $1.9M | 29% | Dec 2025 |
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| Leisure Capital Management | 33k | $1.9M | 100% | Dec 2025 |
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| CI Private Wealth | 32k | $1.8M | 235% | Dec 2025 |
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| Wedbush Morgan Securities | 32k | $1.8M | 4% | Dec 2025 |
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| WESPAC Advisors SoCal | 32k | $1.8M | 31% | Dec 2025 |
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| Evergreen Capital Management | 32k | $1.8M | 2% | Dec 2025 |
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| SimpliFi | 32k | $1.8M | 22% | Dec 2025 |
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| Fairview Capital Investment Management | 30k | $1.7M | -1% | Sep 2025 |
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| Bell Investment Advisors | 30k | $1.7M | 22% | Dec 2025 |
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| Goss Wealth Management | 30k | $1.7M | -4% | Dec 2025 |
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| Allspring Global Investments Holdings | 29k | $1.6M | 100% | Dec 2025 |
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| Running Point Capital Advisors | 28k | $1.6M | 0% | Dec 2025 |
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| Curtis Advisory Group | 27k | $1.6M | 2% | Dec 2025 |
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| Towerpoint Wealth | 27k | $1.5M | 0% | Dec 2025 |
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| McNaughton Wealth Management | 27k | $1.5M | -8% | Dec 2025 |
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| Global Retirement Partners | 27k | $1.5M | 132% | Dec 2025 |
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| Foronjy Financial | 27k | $1.5M | 100% | Sep 2025 |
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| Fiduciary Financial Group | 27k | $1.5M | 0% | Dec 2025 |
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| Rockefeller Capital Management | 26k | $1.5M | 5% | Dec 2025 |
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| Parallel Advisors | 26k | $1.5M | 0% | Dec 2025 |
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| Creative Capital Management Investments | 25k | $1.4M | 3% | Dec 2025 |
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| WealthPlan Investment Management | 25k | $1.4M | -4% | Dec 2025 |
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| Hennion & Walsh Asset Management | 24k | $1.4M | 46% | Dec 2025 |
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| Davidson Investment Advisors | 23k | $1.3M | -1% | Dec 2025 |
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| IFC Advisors | 23k | $1.3M | -3% | Sep 2025 |
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| Sontag Advisory | 23k | $1.3M | -50% | Dec 2025 |
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| Kestra Advisory Services | 23k | $1.3M | -14% | Dec 2025 |
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| United Capital Financial Advisers | 20k | $1.1M | -54% | Sep 2025 |
|
| Integrated Wealth Concepts | 18k | $1.1M | -45% | Dec 2025 |
|
| Dynamic Advisors Solutions | 9.6k | $554k | -62% | Dec 2025 |
|
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Garde Capital | Sep 2025 | 119k | $6.8M |
| Susquehanna International | Sep 2025 | 61k | $3.5M |
| Old Mission Capital | Sep 2025 | 25k | $1.4M |