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iShares California Muni Bond ETF
CMF

Overview Fund Activity

174 hedge funds and large institutions have $923M invested in iShares California Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.27%
New
23
Increased
69
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$197M
2
Jane Street
Jane Street
New York
$28.2M
3
BRWM
B. Riley Wealth Management
Tennessee
$21M
4
NFG
NewFocus Financial Group
Washington
$19.9M
5
Ameriprise
Ameriprise
Minnesota
$22.7M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$31.6M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$345K
4
Osaic Holdings
Osaic Holdings
Arizona
$2.38M
5
MWM
Mission Wealth Management
California
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
26
Towerpoint Wealth
California
$6.53M +$445K +7,161 +7%
A
27
AdvicePeriod
California
$6.25M -$487K -7,842 -7%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.2M +$3.71M +59,659 +149%
SC
29
Slow Capital
California
$6.15M +$265K +4,261 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$6.09M +$2.94M +47,325 +93%
PIM
31
Parker Investment Management
California
$4.71M +$4.71M +75,800 New
PCWA
32
Pacific Capital Wealth Advisors
California
$4.46M -$361K -5,806 -7%
FI
33
FormulaFolio Investments
Michigan
$4.39M -$1.96M -31,476 -31%
KCM
34
Karp Capital Management
California
$3.75M +$175K +2,820 +5%
MIAN
35
Mariner Independent Advisor Network
Kansas
$3.65M +$152K +2,453 +4%
BCM
36
Boltwood Capital Management
California
$3.6M +$66.2K +1,065 +2%
Betterment LLC
37
Betterment LLC
New York
$3.49M -$511K -8,219 -13%
Renaissance Technologies
38
Renaissance Technologies
New York
$3.39M +$2.43M +39,100 +254%
PA
39
Parallel Advisors
California
$3.26M +$99K +1,593 +3%
OFG
40
Omega Financial Group
California
$3.05M +$742K +11,944 +32%
LNC
41
Lincoln National Corp
Pennsylvania
$3M +$250K +4,016 +9%
WP
42
WealthSource Partners
California
$2.88M +$210K +3,377 +8%
PPW
43
Parcion Private Wealth
Washington
$2.78M -$734K -11,824 -21%
SW
44
SteelPeak Wealth
California
$2.62M +$682K +10,969 +35%
Citigroup
45
Citigroup
New York
$2.57M +$1.12M +18,041 +77%
Osaic Holdings
46
Osaic Holdings
Arizona
$2.38M -$5.16M -83,020 -68%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.17M +$2.18K +35 +0.1%
OCM
48
One Capital Management
California
$2.14M -$192K -3,095 -8%
EWA
49
EP Wealth Advisors
California
$2.07M -$289K -4,652 -12%
CAN
50
Cetera Advisor Networks
California
$1.95M +$29.2K +469 +2%
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