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iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $596M invested in iShares California Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
54
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$144M
2
MMA
Miracle Mile Advisors
California
$34.4M
3
UBS Group
UBS Group
Switzerland
$24.1M
4
FI
FormulaFolio Investments
Michigan
$8.01M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.44M

Top Sellers

1
MWM
Mission Wealth Management
California
$61M
2
FCA
FLC Capital Advisors
California
$600K
3
A
AdvicePeriod
California
$6.88M
4
PS
Portfolio Solutions
Michigan
$4.41M
5
Ameriprise
Ameriprise
Minnesota
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$3.13M -$104K -1,750 -3%
KCM
27
Karp Capital Management
California
$3.01M +$87.9K +1,476 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.32M +$172K +2,890 +8%
Renaissance Technologies
29
Renaissance Technologies
New York
$2.31M +$1.01M +16,880 +77%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.24M +$30.7K +515 +1%
FFA
31
First Foundation Advisors
California
$2.07M +$560K +9,401 +37%
FCIM
32
Fairview Capital Investment Management
California
$1.77M +$89.3K +1,500 +5%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.74M +$1.46M +24,486 +510%
BOTW
34
Bank of the West
California
$1.64M -$604K -10,136 -27%
GC
35
Garde Capital
Washington
$1.57M -$1.79K -30 -0.1%
Goldman Sachs
36
Goldman Sachs
New York
$1.55M +$1.26M +21,189 +439%
EAM
37
Evanson Asset Management
California
$1.5M – – –
GSWM
38
Golden State Wealth Management
California
$1.41M +$1.41M +23,626 New
PIM
39
Parker Investment Management
California
$1.39M +$1.39M +23,367 New
EA
40
Elm Advisors
California
$1.28M – – –
Citigroup
41
Citigroup
New York
$1.26M +$72.4K +1,215 +6%
RF
42
RHS Financial
California
$1.21M +$39K +655 +3%
SWRP
43
Summit Wealth & Retirement Planning
California
$1.2M +$361K +6,050 +43%
AWS
44
AJ Wealth Strategies
New York
$1.18M – – –
OFG
45
Omega Financial Group
California
$1.16M +$70.7K +1,187 +7%
PFC
46
Personal Financial Consultants
California
$1.14M -$214K -3,593 -16%
TCPWM
47
Traverso Chambers Private Wealth Management
California
$1.14M -$283K -4,755 -20%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.12M +$144K +2,417 +15%
VWA
49
VERITY Wealth Advisors
United States
$1.11M +$2.03K +34 +0.2%
HWA
50
HCR Wealth Advisors
California
$1.09M +$11.3K +190 +1%
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