CMF — ISHARES CALIFORNIA MUNI BOND
As of Q2 2026, 17 SEC-registered investment managers reported holding CMF (ISHARES CALIFORNIA MUNI BOND) in their latest 13F filings, with a combined reported value of $1.07B across 18.53M shares. That is +13.6% by share count (+2.22M shares) versus the previous quarter, while reported value moved +15.2%. Ownership is concentrated: the five largest holders account for 88.2% of reported value and the top ten for 99.4%.
Compared with the prior quarter, 1 opened new positions, 8 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Charles Schwab Investment Management history | Q2 2026 | 9.80M | $564.61M | 0.07% | Add |
| Bank of America Corp history | Q2 2026 | 1.98M | $113.87M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 1.94M | $111.62M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.74M | $100.42M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 865.88K | $49.91M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 690.68K | $39.82M | 0.01% | New |
| Wells Fargo & Co history | Q2 2026 | 667.04K | $38.45M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 503.44K | $29.02M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 111.07K | $6.40M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2026 | 96.38K | $5.56M | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 54.57K | $3.15M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 32.00K | $1.84M | 0.00% | Reduce |
| Principal Global Investors history | Q4 2022 | 23.40K | $1.31M | 0.00% | Hold |
| Franklin Resources history | Q2 2026 | 14.98K | $863.45K | 0.00% | Hold |
| AQR Capital Management history | Q1 2025 | 8.56K | $481.53K | 0.00% | Add |
| Millennium Management history | Q4 2025 | 7.24K | $416.12K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 6.11K | $352.30K | 0.00% | Add |
| BNY Mellon history | Q4 2023 | 5.72K | $331.42K | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 4.73K | $272.87K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 4.40K | $253.62K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 690.68K sh · $39.82M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | 9.61M | 13.25M | 10.99M | 10.26M | 7.72M | 7.74M | 8.44M | 8.50M | 9.80M |
| Bank of America Corp | 1.37M | 1.38M | 1.43M | 1.25M | 1.08M | 1.63M | 935.02K | 957.90K | 972.96K | 1.15M | 1.12M | 1.04M | 1.36M | 1.69M | 1.29M | 1.17M | 1.64M | 1.93M | 1.84M | 1.98M |
| Morgan Stanley | 1.97M | 1.98M | 1.93M | 1.93M | 2.11M | 1.49M | 1.57M | 1.68M | 1.67M | 1.67M | 1.79M | 1.79M | 1.80M | 1.84M | 1.82M | 1.78M | 1.77M | 1.79M | 1.87M | 1.94M |
| Fidelity Management & Research (FMR) | 562.71K | 714.45K | 1.35M | 459.01K | 271.43K | 456.17K | 470.11K | 486.86K | 2.04M | 4.64M | 5.20M | 5.65M | 5.91M | 5.53M | 4.83M | 2.40M | 2.01M | 1.91M | 1.81M | 1.74M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 233.06K | 372.72K | 254.31K | 228.35K | 234.70K | 237.59K | 882.81K | 865.88K |
| JPMorgan Chase & Co | 5.00K | 5.00K | 5.00K | 5.00K | 5.00K | 5.00K | 5.00K | 5.00K | 214.81K | 221.28K | 284.53K | 357.60K | 411.30K | 473.55K | 492.54K | 519.22K | 546.69K | 652.46K | — | 690.68K |
| Wells Fargo & Co | 270.38K | 293.60K | 267.94K | 236.46K | 259.25K | 345.35K | 478.04K | 490.10K | 518.64K | 605.00K | 626.23K | 591.01K | 671.28K | 652.48K | 451.96K | 469.50K | 506.15K | 608.64K | 657.46K | 667.04K |
| UBS Group AG | 276.99K | 295.78K | 267.04K | 242.73K | 231.34K | 348.46K | 317.29K | 289.25K | 793.58K | 893.93K | 855.71K | 811.46K | 839.19K | 793.20K | 721.42K | 577.63K | 533.27K | 536.88K | 531.88K | 503.44K |
| Renaissance Technologies | — | — | — | 195.70K | — | 125.80K | 144.40K | 35.60K | — | 252.80K | 91.18K | 49.08K | 59.06K | 44.07K | 19.10K | 151.30K | 307.90K | 112.60K | 18.70K | 111.07K |
| Deutsche Bank AG | — | — | — | 53.80K | 82.67K | 82.67K | 82.67K | 82.67K | 82.67K | 82.67K | 82.67K | 82.67K | 82.67K | 116.12K | 116.12K | 80.35K | 96.38K | 96.38K | 96.38K | 96.38K |
| Goldman Sachs Group | 34.06K | 33.93K | 15.24K | 19.19K | 10.58K | 10.06K | 10.06K | 9.77K | 10.39K | 9.41K | 16.02K | 10.43K | 7.64K | 7.14K | 6.22K | 100.88K | 20.49K | 35.34K | 13.78K | 54.57K |
| Citadel Advisors | — | — | — | — | 4.29K | — | — | — | — | 5.57K | 9.42K | — | 16.01K | 10.92K | 37.16K | 34.05K | 62.99K | 20.53K | 40.76K | 32.00K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.98K | 14.98K |
| PNC Financial Services | 62 | 2.86K | 2.86K | 2.86K | 2.86K | 2.86K | 2.86K | 4.48K | 2.86K | 2.86K | 2.86K | — | — | — | 351 | 351 | 351 | 351 | 352 | 6.11K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.03K | 3.83K | 3.83K | 4.73K |
| Citigroup Inc | 4.12K | 2.95K | 2.95K | 3.79K | 4.86K | 3.29K | 3.45K | 4.10K | 4.10K | 4.60K | 4.45K | 4.45K | 4.85K | 5.10K | 4.30K | 4.30K | 4.30K | 4.40K | 4.40K | 4.40K |
| T. Rowe Price Associates | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 30.00K | 30.00K |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.26K | — | — | 9.48K | 7.24K | — | — |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | 6.30K | 6.30K | 8.56K | — | — | — | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | 5.72K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details