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iShares California Muni Bond ETF
CMF

Overview Fund Activity

123 hedge funds and large institutions have $576M invested in iShares California Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
18
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$206M
2
BlackRock
BlackRock
New York
$29.7M
3
PFA
Pure Financial Advisors
California
$10.5M
4
Morgan Stanley
Morgan Stanley
New York
$45M
5
MMA
Miracle Mile Advisors
California
$37.8M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$26.7M
4
PWM
Perigon Wealth Management
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$2.57M +$269K +4,635 +12%
FAIM
27
Financial Advocates Investment Management
Washington
$2.44M +$875K +15,084 +56%
EWF
28
Epstein & White Financial
California
$2.25M +$473K +8,120 +27%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.23M +$1.45K +25 +0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.1M -$65.6K -1,132 -3%
FFA
31
First Foundation Advisors
California
$2.01M +$1.57M +27,059 +357%
MIAN
32
Mariner Independent Advisor Network
Kansas
$2.01M +$2.01M +34,756 New
PFC
33
Personal Financial Consultants
California
$1.83M +$1.83M +31,554 New
GC
34
Garde Capital
Washington
$1.51M -$19.8K -345 -1%
EAM
35
Evanson Asset Management
California
$1.46M – – –
SS
36
Simplicity Solutions
Minnesota
$1.41M +$1.41M +24,261 New
LNC
37
Lincoln National Corp
Pennsylvania
$1.3M – – –
Goldman Sachs
38
Goldman Sachs
New York
$1.26M +$14.3K +246 +1%
AWS
39
AJ Wealth Strategies
New York
$1.15M – – –
HWA
40
HCR Wealth Advisors
California
$1.08M +$30.4K +530 +3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.05M -$641K -11,065 -38%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$975K +$346K +5,966 +55%
BOTW
43
Bank of the West
California
$956K -$339K -5,850 -26%
LFASL
44
Lugano Financial Advisors SA (LFA)
Switzerland
$868K – – –
BPC
45
Banque Pictet & Cie
Switzerland
$841K -$157K -2,700 -16%
PNAA
46
Pictet North America Advisors
Switzerland
$841K -$157K -2,700 -16%
CCP
47
Corient Capital Partners
California
$814K – – –
EWA
48
EP Wealth Advisors
California
$808K +$808K +13,940 New
RCS
49
Retirement Capital Strategies
California
$800K +$800K +13,802 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$775K +$104K +1,801 +16%
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