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iShares California Muni Bond ETF
CMF

Overview Fund Activity

130 hedge funds and large institutions have $543M invested in iShares California Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
41
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mission Wealth Management
California
$66.6M
2
Bank of America
Bank of America
North Carolina
$71.3M
3
PS
Portfolio Solutions
Michigan
$5.92M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Morgan Stanley
Morgan Stanley
New York
$48.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$122M
2
BlackRock
BlackRock
New York
$368K
3
MMA
Miracle Mile Advisors
California
$27.5M
4
RMC
Regis Management Company
California
$0
5
FAIM
Financial Advocates Investment Management
Washington
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Karp Capital Management
California
$2.87M +$214K +3,662 +8%
FCA
27
FLC Capital Advisors
California
$2.4M +$2.4M +41,062 New
BOTW
28
Bank of the West
California
$2.2M +$1.24M +21,223 +129%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.16M +$47.6K +815 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.11M -$144K -2,459 -6%
NFG
31
NewFocus Financial Group
Washington
$2.02M +$2.02M +34,490 New
FCIM
32
Fairview Capital Investment Management
California
$1.65M +$1.65M +28,250 New
GC
33
Garde Capital
Washington
$1.54M – – –
FFA
34
First Foundation Advisors
California
$1.48M -$546K -9,339 -27%
EAM
35
Evanson Asset Management
California
$1.48M – – –
TCPWM
36
Traverso Chambers Private Wealth Management
California
$1.39M +$1.39M +23,816 New
PFC
37
Personal Financial Consultants
California
$1.33M -$518K -8,869 -28%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.28M +$1.28M +21,920 New
EA
39
Elm Advisors
California
$1.26M +$1.03M +17,635 +450%
Citigroup
40
Citigroup
New York
$1.17M +$430K +7,362 +58%
AWS
41
AJ Wealth Strategies
New York
$1.16M – – –
RF
42
RHS Financial
California
$1.14M +$1.14M +19,581 New
VWA
43
VERITY Wealth Advisors
United States
$1.09M +$1.09M +18,657 New
OFG
44
Omega Financial Group
California
$1.06M +$1.06M +18,213 New
HWA
45
HCR Wealth Advisors
California
$1.05M -$45K -770 -4%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$959K -$23.5K -402 -2%
BRWM
47
B. Riley Wealth Management
Tennessee
$874K +$458K +7,837 +110%
LFASL
48
Lugano Financial Advisors SA (LFA)
Switzerland
$868K – – –
BPC
49
Banque Pictet & Cie
Switzerland
$847K – – –
PNAA
50
Pictet North America Advisors
Switzerland
$847K – – –
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