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
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Top 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 | 6.2M | $353M | 21% | Mar 2026 |
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| FMR | 1.9M | $110M | -5% | Dec 2025 |
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| Morgan Stanley | 1.9M | $107M | 5% | Mar 2026 |
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| Bank of America Corporation | 1.8M | $104M | 100% | Mar 2026 |
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| Facet Wealth | 1.6M | $90M | 6% | Mar 2026 |
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| Syon Capital | 1.4M | $77M | 18% | Mar 2026 |
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| Bailard | 1.2M | $70M | -14% | Mar 2026 |
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| EP Wealth Advisors | 1.2M | $67M | 1% | Mar 2026 |
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| LPL Financial | 1.1M | $65M | 16% | Mar 2026 |
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| Envestnet Asset Management | 1.0M | $58M | 88% | Mar 2026 |
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| Mariner Wealth Advisors | 919k | $52M | 1% | Mar 2026 |
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| BlackRock | 883k | $50M | 272% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 664k | $38M | 100% | Mar 2026 |
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| Wells Fargo & Company | 658k | $37M | 8% | Mar 2026 |
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| Mercer Global Advisors | 657k | $37M | 20% | Mar 2026 |
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| UBS Group | 532k | $30M | -1% | Mar 2026 |
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| Royal Bank of Canada | 472k | $27M | 12% | Mar 2026 |
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| Opes Wealth Management | 468k | $27M | 7% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 396k | $23M | 35% | Mar 2026 |
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| Assetmark | 392k | $22M | 5% | Mar 2026 |
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| Cetera Investment Advisers | 369k | $21M | -3% | Mar 2026 |
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| Alliancebernstein | 366k | $21M | 8% | Mar 2026 |
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| Manhattan West Asset Management | 363k | $21M | 4% | Dec 2025 |
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| Steward Partners Investment Advisory | 359k | $20M | -1% | Mar 2026 |
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| First Foundation Advisors | 357k | $20M | -3% | Mar 2026 |
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| Captrust Financial Advisors | 351k | $20M | 16% | Dec 2025 |
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| Colony | 344k | $20M | 27% | Dec 2025 |
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| West Wealth Group | 332k | $19M | 21% | Mar 2026 |
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| HPM Partners | 331k | $19M | 32% | Mar 2026 |
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| Adviser Investments | 313k | $18M | 0% | Mar 2026 |
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| Sei Investments | 309k | $18M | 1% | Mar 2026 |
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| Affinity Capital Advisors | 293k | $17M | 9% | Mar 2026 |
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| Orin Green Financial | 287k | $16M | -6% | Mar 2026 |
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| Slow Capital | 278k | $16M | -1% | Mar 2026 |
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| Creative Planning | 277k | $16M | 26% | Mar 2026 |
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| Myecfo | 263k | $15M | 5% | Mar 2026 |
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| Rinkey Investments | 259k | $15M | 34% | Mar 2026 |
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| RiverFront Investment Group | 245k | $14M | 54% | Mar 2026 |
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| Ameriprise Financial | 244k | $14M | -6% | Mar 2026 |
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| Betterment | 231k | $13M | 6% | Dec 2025 |
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| Apella Capital | 213k | $12M | 239% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 206k | $12M | 46% | Mar 2026 |
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| Navalign | 201k | $11M | 7% | Mar 2026 |
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| Atlas Legacy Advisors | 198k | $11M | -7% | Mar 2026 |
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| Brio Consultants | 197k | $11M | -1% | Mar 2026 |
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| Pure Financial Advisors | 196k | $11M | 3% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 192k | $11M | 16% | Mar 2026 |
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| Jane Street | 173k | $9.8M | 22% | Mar 2026 |
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| Advisor Group Holdings | 156k | $9.0M | -5% | Dec 2025 |
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| Financial Connections Group | 154k | $8.7M | -2% | Mar 2026 |
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| Raymond James Financial | 153k | $8.8M | 39% | Dec 2025 |
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| Bank Of Montreal | 151k | $8.6M | 100% | Mar 2026 |
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| Wedmont Private Capital | 142k | $8.1M | -10% | Mar 2026 |
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| Sanctuary Advisors | 129k | $7.4M | 7% | Mar 2026 |
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| CWM | 129k | $7.4M | 1% | Dec 2025 |
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| Farther Finance Advisors | 128k | $7.3M | -3% | Mar 2026 |
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| Commonwealth Equity Services | 126k | $7.2M | 1% | Mar 2026 |
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| Resources Investment Advisors | 125k | $7.1M | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 123k | $7.1M | 40% | Dec 2025 |
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| Garde Capital | 118k | $6.7M | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 116k | $6.7M | 48% | Dec 2025 |
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| HighTower Advisors | 114k | $6.5M | 75% | Mar 2026 |
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| Renaissance Technologies | 113k | $6.5M | -63% | Dec 2025 |
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| First American Trust | 111k | $6.3M | -3% | Mar 2026 |
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| Stonehage Fleming Financial Services Holdings | 102k | $5.8M | 64% | Mar 2026 |
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| Thryve Wealth Management | 98k | $5.6M | -3% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 98k | $5.6M | -10% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 96k | $5.5M | 0% | Mar 2026 |
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| Us Bancorp | 96k | $5.5M | 25% | Dec 2025 |
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| Fullerton Advisors | 95k | $5.4M | 9% | Mar 2026 |
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| Client First Capital | 93k | $5.3M | 0% | Mar 2026 |
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| NDWM | 91k | $5.2M | 12% | Mar 2026 |
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| Mml Investors Services | 90k | $5.1M | -13% | Mar 2026 |
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| Ducere Wealth Management | 90k | $5.1M | 100% | Mar 2026 |
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| Freestone Capital Holdings | 87k | $4.9M | 12% | Mar 2026 |
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| Atomi Financial Group | 85k | $4.9M | 8% | Dec 2025 |
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| Ballast Rock Private Wealth | 85k | $4.8M | 111% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 84k | $4.7M | 103% | Mar 2026 |
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| Umpqua Bank | 81k | $4.6M | 1% | Mar 2026 |
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| ValMark Advisers | 81k | $4.6M | 43% | Mar 2026 |
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| Elmwood Wealth Management | 78k | $4.4M | 15% | Mar 2026 |
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| Prime Capital Investment Advisors | 76k | $4.3M | 3% | Mar 2026 |
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| Sand Hill Advisors | 75k | $4.3M | -3% | Dec 2025 |
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| Integrated Advisors Network | 75k | $4.2M | 100% | Mar 2026 |
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| Rsm Us Wealth Management | 74k | $4.2M | -2% | Mar 2026 |
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| O'shaughnessy Asset Management | 71k | $4.0M | 14% | Mar 2026 |
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| Brian McDonald | 71k | $4.0M | 22% | Dec 2025 |
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| Fifth Third Bancorp | 70k | $4.0M | 100% | Mar 2026 |
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| Mission Wealth Management | 70k | $4.0M | -7% | Mar 2026 |
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| Westfuller Advisors | 69k | $3.9M | 6% | Mar 2026 |
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| Ehrlich Financial Group | 69k | $3.9M | -1% | Mar 2026 |
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| Silver Oak Wealth Advisors Services | 67k | $3.8M | -28% | Mar 2026 |
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| Summit Trail Advisors | 66k | $3.7M | 0% | Mar 2026 |
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| One Capital Management | 63k | $3.6M | 16% | Mar 2026 |
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| Omega Financial Group | 62k | $3.5M | -8% | Mar 2026 |
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| Stifel Financial | 62k | $3.5M | 23% | Mar 2026 |
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| Quantinno Capital Management | 55k | $3.1M | 15% | Mar 2026 |
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| Warren Street Wealth Advisors | 55k | $3.1M | 1% | Mar 2026 |
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| Lodestar Private Asset Management | 55k | $3.1M | 2% | Mar 2026 |
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| Whittier Trust | 54k | $3.1M | 1% | Mar 2026 |
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| Heritage Wealth Management | 53k | $3.0M | 9% | Mar 2026 |
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| MAI Wealth Advisors | 52k | $3.0M | -7% | Mar 2026 |
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| 21 West Wealth Management | 50k | $2.8M | 2% | Mar 2026 |
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| Traveka Wealth | 50k | $2.8M | -22% | Mar 2026 |
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| DeDora Capital | 49k | $2.8M | 0% | Mar 2026 |
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| McIlrath & Eck | 49k | $2.8M | 11% | Mar 2026 |
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| Ashton Thomas Private Wealth | 48k | $2.7M | 6% | Mar 2026 |
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| WealthCollab | 46k | $2.6M | 5% | Mar 2026 |
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| YCMNET Advisors | 46k | $2.6M | 4% | Mar 2026 |
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| Steel Peak Wealth Management | 45k | $2.6M | -1% | Mar 2026 |
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| Journey Strategic Wealth | 44k | $2.5M | 6% | Mar 2026 |
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| Westside Investment Management | 43k | $2.4M | 4% | Mar 2026 |
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| Gould Asset Management | 43k | $2.4M | -6% | Mar 2026 |
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| Merit Financial Group | 42k | $2.4M | 3% | Mar 2026 |
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| Citadel Advisors | 41k | $2.3M | 99% | Mar 2026 |
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| Integrated Wealth Concepts | 41k | $2.3M | 123% | Mar 2026 |
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| Bank of Stockton Trust & Investment | 40k | $2.2M | -17% | Mar 2026 |
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| Evolve Private Wealth | 39k | $2.2M | 100% | Mar 2026 |
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| Savvy Advisors | 39k | $2.2M | 14% | Mar 2026 |
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| Allspring Global Investments Holdings | 37k | $2.1M | 31% | Mar 2026 |
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| Empower Advisory Group | 37k | $2.1M | 43% | Dec 2025 |
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| Conquis Financial | 36k | $2.1M | -30% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 35k | $2.0M | -10% | Mar 2026 |
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| Vise Technologies | 34k | $2.0M | 0% | Mar 2026 |
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| Bell Investment Advisors | 34k | $1.9M | 13% | Mar 2026 |
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| Ieq Capital | 34k | $1.9M | 29% | Dec 2025 |
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| Wedbush Morgan Securities | 33k | $1.9M | 4% | Mar 2026 |
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| Rockefeller Capital Management | 33k | $1.9M | 27% | Mar 2026 |
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| Fairview Capital Investment Management | 33k | $1.9M | -1% | Mar 2026 |
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| SimpliFi | 33k | $1.9M | 4% | Mar 2026 |
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| Goss Wealth Management | 32k | $1.8M | 9% | Mar 2026 |
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| Evergreen Capital Management | 32k | $1.8M | 2% | Dec 2025 |
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| Perennial Investment Advisors | 29k | $1.7M | 28% | Mar 2026 |
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| WESPAC Advisors SoCal | 29k | $1.6M | -9% | Mar 2026 |
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| Foronjy Financial | 28k | $1.6M | -4% | Mar 2026 |
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| Running Point Capital Advisors | 28k | $1.6M | 0% | Dec 2025 |
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| Clark Asset Management | 28k | $1.6M | 31% | Mar 2026 |
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| CI Private Wealth | 28k | $1.6M | -14% | Mar 2026 |
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| Tiaa Trust, National Association | 28k | $1.6M | -96% | Mar 2026 |
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| Curtis Advisory Group | 28k | $1.6M | 1% | Mar 2026 |
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| Towerpoint Wealth | 27k | $1.5M | 0% | Mar 2026 |
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| Hennion & Walsh Asset Management | 27k | $1.5M | 11% | Mar 2026 |
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| Global Retirement Partners | 27k | $1.5M | 132% | Dec 2025 |
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| Fiduciary Financial Group | 26k | $1.5M | -3% | Mar 2026 |
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| Parallel Advisors | 26k | $1.5M | -1% | Mar 2026 |
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| Creative Capital Management Investments | 26k | $1.5M | 3% | Mar 2026 |
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| Buckingham Strategic Partners | 25k | $1.4M | 331% | Mar 2026 |
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| Smartleaf Asset Management | 24k | $1.3M | 13% | Mar 2026 |
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| McNaughton Wealth Management | 23k | $1.3M | -13% | Mar 2026 |
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| Davidson Investment Advisors | 23k | $1.3M | -1% | Mar 2026 |
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| WealthPlan Investment Management | 23k | $1.3M | -6% | Mar 2026 |
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| Values Added Financial | 15k | $841k | -56% | Mar 2026 |
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| Goldman Sachs Group | 14k | $783k | -61% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 38.00 | $2.2k | -100% | Mar 2026 |
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Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 547k | $31M |
| Envestnet Portfolio Solutions | Dec 2025 | 359k | $21M |
| Axxcess Wealth Management | Dec 2025 | 196k | $11M |
| Strive Asset Management | Sep 2025 | 101k | $5.7M |
| Susquehanna International | Sep 2025 | 61k | $3.5M |
| FF Advisors | Dec 2025 | 40k | $2.3M |
| Leisure Capital Management | Dec 2025 | 33k | $1.9M |
| Old Mission Capital | Sep 2025 | 25k | $1.4M |