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iShares California Muni Bond ETF
CMF

Overview Fund Activity

162 hedge funds and large institutions have $727M invested in iShares California Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
19
Increased
52
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.9M
3
EWF
Epstein & White Financial
California
$10.5M
4
Goldman Sachs
Goldman Sachs
New York
$12.8M
5
Citadel Advisors
Citadel Advisors
Florida
$6.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$107M
2
MMA
Miracle Mile Advisors
California
$45.7M
3
UBS Group
UBS Group
Switzerland
$12.1M
4
Principal Financial Group
Principal Financial Group
Iowa
$2.43M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
26
Towerpoint Wealth
California
$5.93M -$511K -8,440 -8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.91M +$3.59M +59,351 +155%
SC
28
Slow Capital
California
$5.73M +$124K +2,048 +2%
PCWA
29
Pacific Capital Wealth Advisors
California
$4.69M -$1.38M -22,830 -23%
NFG
30
NewFocus Financial Group
Washington
$4.06M +$3.15M +52,064 +346%
Betterment LLC
31
Betterment LLC
New York
$3.9M -$1.15M -18,933 -23%
PS
32
Portfolio Solutions
Michigan
$3.85M -$558K -9,221 -13%
KCM
33
Karp Capital Management
California
$3.48M -$420K -6,937 -11%
BCM
34
Boltwood Capital Management
California
$3.44M +$109K +1,795 +3%
PPW
35
Parcion Private Wealth
Washington
$3.43M -$61 -1 -0%
MIAN
36
Mariner Independent Advisor Network
Kansas
$3.34M -$1.67M -28,094 -33%
PA
37
Parallel Advisors
California
$3.08M +$191K +3,161 +7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.07M +$539K +8,910 +21%
LNC
39
Lincoln National Corp
Pennsylvania
$2.68M +$1.79M +29,651 +203%
WP
40
WealthSource Partners
California
$2.6M -$1.19M -19,743 -31%
Principal Financial Group
41
Principal Financial Group
Iowa
$2.43M -$6.11M -101,046 -72%
EWA
42
EP Wealth Advisors
California
$2.29M +$339K +5,596 +17%
OCM
43
One Capital Management
California
$2.27M -$495K -8,185 -18%
OFG
44
Omega Financial Group
California
$2.25M +$513K +8,478 +30%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.11M -$62.2K -1,028 -3%
SW
46
SteelPeak Wealth
California
$1.89M +$115K +1,906 +7%
CAN
47
Cetera Advisor Networks
California
$1.87M +$243K +4,009 +15%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.87M -$181K -2,992 -9%
Osaic Holdings
49
Osaic Holdings
Arizona
$1.78M +$1.78M +121,293 New
LCAM
50
London & Capital Asset Management
United Kingdom
$1.67M – – –
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