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iShares California Muni Bond ETF
CMF

Overview Fund Activity

146 hedge funds and large institutions have $730M invested in iShares California Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
3.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
18
Increased
59
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$18.3M
2
MMA
Miracle Mile Advisors
California
+$16.3M
3
Principal Financial Group
Principal Financial Group
Iowa
+$9.55M
4
Jane Street
Jane Street
New York
+$6.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.88M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$1.97M
2
UBS Group
UBS Group
Switzerland
-$1.96M
3
GSWM
Golden State Wealth Management
California
-$1.6M
4
MWM
Mission Wealth Management
California
-$1.24M
5
PFA
Pure Financial Advisors
California
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthSource Partners
California
$4.22M -$158K -2,586 -4%
FFA
27
First Foundation Advisors
California
$3.52M +$1.27M +20,774 +57%
Goldman Sachs
28
Goldman Sachs
New York
$3.44M +$653K +10,653 +23%
BCM
29
Boltwood Capital Management
California
$3.36M +$49K +800 +1%
KCM
30
Karp Capital Management
California
$3.25M +$15.6K +255 +0.5%
OCM
31
One Capital Management
California
$3M +$76.3K +1,245 +3%
PA
32
Parallel Advisors
California
$2.84M +$1.47M +24,066 +108%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.28M +$40.5K +661 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.26M +$49.8K +813 +2%
EWA
35
EP Wealth Advisors
California
$1.86M +$1.08M +17,629 +138%
PIM
36
Parker Investment Management
California
$1.7M -$602K -9,820 -26%
OFG
37
Omega Financial Group
California
$1.69M +$496K +8,103 +42%
Citigroup
38
Citigroup
New York
$1.66M -$89.2K -1,455 -5%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.64M +$710K +11,575 +76%
FCIM
40
Fairview Capital Investment Management
California
$1.61M – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.58M +$351K +5,732 +29%
EAM
42
Evanson Asset Management
California
$1.55M – – –
Renaissance Technologies
43
Renaissance Technologies
New York
$1.54M -$1.97M -32,100 -56%
CAN
44
Cetera Advisor Networks
California
$1.51M +$42.8K +698 +3%
GC
45
Garde Capital
Washington
$1.51M -$33.6K -549 -2%
SWRP
46
Summit Wealth & Retirement Planning
California
$1.35M – – –
EA
47
Elm Advisors
California
$1.34M +$22.4K +365 +2%
BOTW
48
Bank of the West
California
$1.28M +$36.8K +600 +3%
AWS
49
AJ Wealth Strategies
New York
$1.22M – – –
TCPWM
50
Traverso Chambers Private Wealth Management
California
$1.19M +$25K +408 +2%
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