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iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $653M invested in iShares California Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
48
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$173M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$12.1M
3
Principal Financial Group
Principal Financial Group
Iowa
$8.34M
4
UBS Group
UBS Group
Switzerland
$28.5M
5
MMA
Miracle Mile Advisors
California
$37.7M

Top Sellers

1
MWM
Mission Wealth Management
California
$56.2M
2
FI
FormulaFolio Investments
Michigan
$4.92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$919K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
PNAA
Pictet North America Advisors
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$3.47M +$1.12M +18,400 +47%
BCM
27
Boltwood Capital Management
California
$3.28M +$12.1K +200 +0.4%
KCM
28
Karp Capital Management
California
$3.2M +$137K +2,255 +4%
OCM
29
One Capital Management
California
$2.9M -$291K -4,805 -9%
Goldman Sachs
30
Goldman Sachs
New York
$2.76M +$1.18M +19,436 +75%
PIM
31
Parker Investment Management
California
$2.28M +$860K +14,178 +61%
FFA
32
First Foundation Advisors
California
$2.22M +$119K +1,957 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.22M -$143K -2,357 -6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.19M -$85K -1,401 -4%
Citigroup
35
Citigroup
New York
$1.73M +$441K +7,275 +34%
GSWM
36
Golden State Wealth Management
California
$1.62M +$191K +3,145 +13%
FCIM
37
Fairview Capital Investment Management
California
$1.59M -$214K -3,525 -12%
EAM
38
Evanson Asset Management
California
$1.53M – – –
GC
39
Garde Capital
Washington
$1.53M -$70.7K -1,166 -4%
CAN
40
Cetera Advisor Networks
California
$1.46M +$1.46M +24,004 New
PA
41
Parallel Advisors
California
$1.35M +$483K +7,958 +56%
SWRP
42
Summit Wealth & Retirement Planning
California
$1.34M +$122K +2,014 +10%
EA
43
Elm Advisors
California
$1.3M -$7.4K -122 -0.6%
BOTW
44
Bank of the West
California
$1.23M -$445K -7,333 -27%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.22M +$75.7K +1,248 +7%
RF
46
RHS Financial
California
$1.21M -$15.1K -249 -1%
AWS
47
AJ Wealth Strategies
New York
$1.2M – – –
OFG
48
Omega Financial Group
California
$1.18M +$7.03K +116 +0.6%
TCPWM
49
Traverso Chambers Private Wealth Management
California
$1.16M – – –
VWA
50
VERITY Wealth Advisors
United States
$1.14M +$2.97K +49 +0.3%
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