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icono de CMF

iShares California Muni Bond ETF
CMF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 37.3 M +USD 2.28 M +37,852 +7%
Morgan Stanley
2
Morgan Stanley
New York
USD 23.8 M +USD 554 k +9,202 +2%
UBS Group
3
UBS Group
Switzerland
USD 16.3 M +USD 2.17 M +35,940 +16%
Bailard
4
Bailard
California
USD 15.4 M -USD 977 k -16,208 -6%
LPL Financial
5
LPL Financial
California
USD 8.78 M -USD 8.68 M -144,072 -50%
Pure Financial Advisors
6
Pure Financial Advisors
California
USD 6.76 M -USD 231 k -3,836 -3%
Wells Fargo
7
Wells Fargo
California
USD 6.67 M +USD 731 k +12,132 +12%
Ameriprise
8
Ameriprise
Minnesota
USD 5.67 M +USD 1.6 M +26,514 +40%
MUFG Americas
9
MUFG Americas
New York
USD 5.31 M -USD 119 k -1,980 -2%
Betterment LLC
10
Betterment LLC
New York
USD 4.7 M +USD 371 k +6,160 +9%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
USD 4.7 M -USD 618 k -10,256 -12%
Parkside Advisors
12
Parkside Advisors
California
USD 3.86 M -USD 115 k -1,902 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 3.69 M +USD 515 k +8,550 +16%
Banque Pictet & Cie
14
Banque Pictet & Cie
Switzerland
USD 3.68 M +USD 55.7 k +924 +2%
Pictet North America Advisors
15
Pictet North America Advisors
Switzerland
USD 3.68 M +USD 55.7 k +924 +2%
Jane Street
16
Jane Street
New York
USD 2.78 M -USD 704 k -11,676 -20%
BB&T Securities
17
BB&T Securities
Virginia
USD 2.69 M +USD 9.6 k +160 +0.4%
WealthSource Partners
18
WealthSource Partners
California
USD 2.16 M -USD 30.1 k -500 -1%
Citigroup
19
Citigroup
New York
USD 1.24 M +USD 316 k +5,242 +35%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 1.24 M -USD 432 k -7,176 -26%
Garde Capital
21
Garde Capital
Washington
USD 1.2 M +USD 158 k +2,614 +15%
Charles Schwab Investment Advisory
22
Charles Schwab Investment Advisory
California
USD 1.18 M -USD 189 k -3,130 -14%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 1.02 M +USD 690 k +11,446 +221%
Regis Management Company
24
Regis Management Company
California
USD 875 k +USD 864 k +14,338 Nuevas
Bank of Stockton
25
Bank of Stockton
California
USD 781 k – – –
1
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