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iShares California Muni Bond ETF
CMF

Overview Fund Activity

130 hedge funds and large institutions have $543M invested in iShares California Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
41
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mission Wealth Management
California
$66.6M
2
Bank of America
Bank of America
North Carolina
$71.3M
3
PS
Portfolio Solutions
Michigan
$5.92M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Morgan Stanley
Morgan Stanley
New York
$48.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$122M
2
BlackRock
BlackRock
New York
$368K
3
MMA
Miracle Mile Advisors
California
$27.5M
4
RMC
Regis Management Company
California
$0
5
FAIM
Financial Advocates Investment Management
Washington
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
51
Summit Wealth & Retirement Planning
California
$819K +$819K +14,013 New
KWM
52
Kingsview Wealth Management
Oregon
$807K +$58.1K +994 +8%
RCS
53
Retirement Capital Strategies
California
$801K -$5.61K -96 -0.7%
AG
54
Advisor Group
Arizona
$797K +$518K +8,851 +186%
BCI
55
Brinker Capital Investments
Pennsylvania
$740K +$119K +2,043 +19%
MA
56
MUFG Americas
New York
$738K +$19.8K +338 +3%
WA
57
Winfield Associates
Ohio
$688K – – –
RJFSA
58
Raymond James Financial Services Advisors
Florida
$659K +$43.9K +750 +7%
MA
59
Mutual Advisors
Nebraska
$652K +$374K +6,391 +134%
WT
60
Whittier Trust
California
$639K – – –
Fisher Asset Management
61
Fisher Asset Management
Washington
$639K +$101K +1,729 +19%
LGWM
62
Litman Gregory Wealth Management
California
$633K +$82.5K +1,412 +15%
FAAS
63
First Allied Advisory Services
California
$623K -$8.07K -138 -1%
IIA
64
IPG Investment Advisors
California
$601K – – –
CCM
65
Covington Capital Management
California
$586K -$18.4K -315 -3%
PAS
66
Partnervest Advisory Services
California
$558K +$80.6K +1,378 +17%
UCFA
67
United Capital Financial Advisors
Texas
$555K +$163K +2,794 +42%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$552K -$229K -3,928 -29%
FC
69
FCA Corp
Texas
$542K – – –
PCTC
70
Perkins Coie Trust Company
Washington
$526K – – –
HighTower Advisors
71
HighTower Advisors
Illinois
$512K -$15.9K -272 -3%
WS
72
Wedbush Securities
California
$509K +$509K +8,703 New
EHPM
73
Emery Howard Portfolio Management
California
$492K +$3.74K +64 +0.8%
Stifel Financial
74
Stifel Financial
Missouri
$490K +$218K +3,735 +80%
FAIM
75
Financial Advocates Investment Management
Washington
$489K -$1.97M -33,642 -80%
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