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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 47 M +USD 7.04 M +119,846 +18%
Mission Wealth Management
2
Mission Wealth Management
California
USD 35.7 M -USD 808 k -13,768 -2%
Charles Schwab Investment Advisory
3
Charles Schwab Investment Advisory
California
USD 29.4 M -USD 976 k -16,624 -3%
Bailard
4
Bailard
California
USD 17.3 M +USD 3.44 M +58,662 +25%
Morgan Stanley
5
Morgan Stanley
New York
USD 17.2 M +USD 306 k +5,216 +2%
UBS Group
6
UBS Group
Switzerland
USD 15.2 M +USD 1.74 M +29,546 +13%
Ameriprise
7
Ameriprise
Minnesota
USD 10 M +USD 2.16 M +36,816 +28%
LPL Financial
8
LPL Financial
California
USD 8.26 M -USD 56.4 k -960 -0.7%
Pure Financial Advisors
9
Pure Financial Advisors
California
USD 7.94 M +USD 887 k +15,102 +13%
Wells Fargo
10
Wells Fargo
California
USD 6.82 M +USD 490 k +8,342 +8%
Jane Street
11
Jane Street
New York
USD 5.42 M -USD 2.49 M -42,358 -32%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
USD 5.06 M -USD 450 k -7,670 -8%
WealthSource Partners
13
WealthSource Partners
California
USD 4.23 M +USD 647 k +11,020 +18%
Betterment LLC
14
Betterment LLC
New York
USD 4.09 M +USD 210 k +3,578 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 3.82 M -USD 74.2 k -1,264 -2%
Parkside Advisors
16
Parkside Advisors
California
USD 3.76 M -USD 26.9 k -458 -0.7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 3.73 M +USD 226 k +3,848 +6%
Banque Pictet & Cie
18
Banque Pictet & Cie
Switzerland
USD 2.83 M – – –
Pictet North America Advisors
19
Pictet North America Advisors
Switzerland
USD 2.83 M – – –
BB&T Securities
20
BB&T Securities
Virginia
USD 2.79 M +USD 468 k +7,970 +20%
AJ Wealth Strategies
21
AJ Wealth Strategies
New York
USD 2.05 M +USD 251 k +4,276 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 1.98 M +USD 57.9 k +986 +3%
Virtu KCG Holdings
23
Virtu KCG Holdings
New York
USD 1.62 M -USD 4.25 M -72,324 -72%
Goldman Sachs
24
Goldman Sachs
New York
USD 1.51 M +USD 1.51 M +25,632 Nuevas
Garde Capital
25
Garde Capital
Washington
USD 1.48 M -USD 63.2 k -1,076 -4%
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