CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

90 hedge funds and large institutions have $266M invested in iShares California Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
33
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$47M
2
B
2
Bailard
California
$17.3M
3
Ameriprise
3
Ameriprise
Minnesota
$10M
4
UBS Group
4
UBS Group
Switzerland
$15.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.51M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$1.62M
2
Jane Street
2
Jane Street
New York
$5.42M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$763K
4
CSIA
4
Charles Schwab Investment Advisory
California
$29.4M
5
MWM
5
Mission Wealth Management
California
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$401K -$97.4K -1,652 -20%
DCM
52
Dimension Capital Management
Florida
$383K +$383K +6,514 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$380K -$334K -5,670 -47%
RW
54
Rand Wealth
Maryland
$372K – – –
PS
55
Portfolio Solutions
Michigan
$366K +$366K +6,228 New
BOS
56
Bank of Stockton
California
$340K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$338K – – –
CIC
58
Carnegie Investment Counsel
Ohio
$337K +$337K +5,700 New
LGWM
59
Litman Gregory Wealth Management
California
$293K – – –
EWA
60
EP Wealth Advisors
California
$292K -$325K -5,526 -53%
CAN
61
Cetera Advisor Networks
California
$290K -$14.7K -250 -5%
BOTW
62
Bank of the West
California
$284K +$29.4K +500 +12%
CCP
63
Corient Capital Partners
California
$282K – – –
Stifel Financial
64
Stifel Financial
Missouri
$276K -$10.7K -180 -4%
WIM
65
Westside Investment Management
California
$270K +$65K +1,108 +32%
CCM
66
Coe Capital Management
Illinois
$233K – – –
ERIM
67
Eagle Ridge Investment Management
Connecticut
$232K +$18.8K +320 +9%
PAS
68
Partnervest Advisory Services
California
$230K +$822 +14 +0.4%
BA
69
Boston Advisors
Massachusetts
$221K +$221K +3,750 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$220K +$220K +3,738 New
RJA
71
Raymond James & Associates
Florida
$216K +$216K +3,668 New
GRP
72
Global Retirement Partners
California
$164K – – –
SEIA
73
Signature Estate & Investment Advisors
California
$124K +$1.77K +30 +1%
US Bancorp
74
US Bancorp
Minnesota
$109K +$49.9K +850 +84%
SPIA
75
Steward Partners Investment Advisory
New York
$107K – – –
1 2
3
4