§ EQUITY
USDCMF
ISHARES CALIFORNIA MUNI BOND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
201 increased/new, 89 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Charles Schwab Investment Mgmt | 8.5M | 0.1% | +1% |
| Wealthfront Advisers LLC | 6.2M | 0.8% | +21% |
| Morgan Stanley | 1.9M | 0.0% | n/a |
| Bank of America Corp | 1.8M | 0.0% | −5% |
| Fidelity Management | 1.8M | 0.0% | −5% |
| Facet Wealth, Inc. | 1.6M | 1.6% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for CMF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER62.6% · 309 holders
PASSIVE / INDEX18.6% · 2 holders
DEALER / BANK13.1% · 23 holders
QUALITY / COMPOUNDER5.2% · 8 holders
INCOME / DEFENSIVE0.4% · 4 holders
SYSTEMATIC / QUANT0.1% · 2 holders
TACTICAL / MACRO0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CMF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CMF yet.