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iShares California Muni Bond ETF
CMF

Overview Fund Activity

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$225M
2
MA
MUFG Americas
New York
$9.8M
3
FFA
First Foundation Advisors
California
$7.48M
4
MMA
Miracle Mile Advisors
California
$57.9M
5
Wells Fargo
Wells Fargo
California
$13.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$8.64M
2
Jane Street
Jane Street
New York
$2.75M
3
UBS Group
UBS Group
Switzerland
$23.2M
4
Bank of America
Bank of America
North Carolina
$75.6M
5
CCM
Coe Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$5.1M +$537K +8,766 +12%
FI
27
FormulaFolio Investments
Michigan
$4.84M – – –
PS
28
Portfolio Solutions
Michigan
$4.46M -$71.8K -1,172 -2%
KCM
29
Karp Capital Management
California
$3.94M +$695K +11,350 +21%
WP
30
WealthSource Partners
California
$3.84M -$373K -6,095 -9%
PPW
31
Parcion Private Wealth
Washington
$3.47M +$3.47M +56,621 New
BCM
32
Boltwood Capital Management
California
$3.37M +$12.2K +200 +0.4%
Goldman Sachs
33
Goldman Sachs
New York
$3.2M -$240K -3,927 -7%
PA
34
Parallel Advisors
California
$2.92M +$83.6K +1,366 +3%
OCM
35
One Capital Management
California
$2.79M -$208K -3,400 -7%
Jane Street
36
Jane Street
New York
$2.75M -$4.15M -67,708 -60%
BlackRock
37
BlackRock
New York
$2.7M +$2.34M +38,140 +642%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.56M +$276K +4,504 +12%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$2.35M +$713K +11,648 +44%
Renaissance Technologies
40
Renaissance Technologies
New York
$2.2M +$661K +10,800 +43%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.2M +$1.33M +21,794 +155%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$2.16M +$2.16M +35,220 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.07M -$190K -3,101 -8%
EWA
44
EP Wealth Advisors
California
$1.98M +$116K +1,897 +6%
GC
45
Garde Capital
Washington
$1.92M +$412K +6,728 +27%
SW
46
SteelPeak Wealth
California
$1.79M +$1.79M +29,295 New
OFG
47
Omega Financial Group
California
$1.76M +$63.9K +1,044 +4%
LCAM
48
London & Capital Asset Management
United Kingdom
$1.69M +$577K +9,429 +52%
PIM
49
Parker Investment Management
California
$1.67M -$26.1K -426 -2%
CAN
50
Cetera Advisor Networks
California
$1.65M +$136K +2,223 +9%
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