CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

123 hedge funds and large institutions have $576M invested in iShares California Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
18
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$206M
2
BlackRock
BlackRock
New York
$29.7M
3
PFA
Pure Financial Advisors
California
$10.5M
4
Morgan Stanley
Morgan Stanley
New York
$45M
5
MMA
Miracle Mile Advisors
California
$37.8M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$26.7M
4
PWM
Perigon Wealth Management
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$743K +$119K +2,056 +19%
Citigroup
52
Citigroup
New York
$731K -$44.9K -775 -6%
MA
53
MUFG Americas
New York
$712K -$58.6K -1,012 -8%
WA
54
Winfield Associates
Ohio
$683K +$52.2K +900 +8%
PS
55
Portfolio Solutions
Michigan
$683K +$323K +5,582 +90%
WT
56
Whittier Trust
California
$634K – – –
FAAS
57
First Allied Advisory Services
California
$627K +$627K +10,790 New
BCI
58
Brinker Capital Investments
Pennsylvania
$616K +$354K +6,112 +136%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$610K -$17.4K -300 -3%
CCM
60
Covington Capital Management
California
$600K +$20K +345 +3%
IIA
61
IPG Investment Advisors
California
$596K – – –
AWM
62
AE Wealth Management
Kansas
$555K +$555K +9,573 New
LGWM
63
Litman Gregory Wealth Management
California
$546K – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$539K +$162K +2,795 +43%
FC
65
FCA Corp
Texas
$538K -$11.6K -200 -2%
Fisher Asset Management
66
Fisher Asset Management
Washington
$534K -$1.45K -25 -0.3%
PCTC
67
Perkins Coie Trust Company
Washington
$522K – – –
HighTower Advisors
68
HighTower Advisors
Illinois
$521K -$63.9K -1,107 -11%
CIC
69
Carnegie Investment Counsel
Ohio
$512K +$184K +3,200 +56%
RFA
70
Reilly Financial Advisors
California
$511K +$449K +7,741 +720%
KWA
71
KCS Wealth Advisory
California
$505K -$445K -7,669 -47%
EHPM
72
Emery Howard Portfolio Management
California
$484K +$2.55K +44 +0.5%
PAS
73
Partnervest Advisory Services
California
$473K +$243K +4,186 +105%
Citadel Advisors
74
Citadel Advisors
Florida
$473K +$473K +8,159 New
PCA
75
Personal Capital Advisors
California
$469K +$112K +1,931 +31%
1 2
3
4 5