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iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $596M invested in iShares California Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
54
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$20.1M
2
MMA
Miracle Mile Advisors
California
+$6.34M
3
UBS Group
UBS Group
Switzerland
+$4.81M
4
FI
FormulaFolio Investments
Michigan
+$3.96M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.16M

Top Sellers

1
MWM
Mission Wealth Management
California
-$6.87M
2
FCA
FLC Capital Advisors
California
-$1.85M
3
A
AdvicePeriod
California
-$1.8M
4
PS
Portfolio Solutions
Michigan
-$1.62M
5
Ameriprise
Ameriprise
Minnesota
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
51
B. Riley Wealth Management
Tennessee
$1.03M +$143K +2,403 +16%
KWM
52
Kingsview Wealth Management
Oregon
$1.02M +$192K +3,218 +23%
LCAM
53
London & Capital Asset Management
United Kingdom
$945K +$945K +15,850 New
NFG
54
NewFocus Financial Group
Washington
$914K -$1.14M -19,147 -56%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$894K +$526K +8,818 +143%
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$861K +$861K +14,448 New
PA
57
Parallel Advisors
California
$853K +$402K +6,747 +89%
BPC
58
Banque Pictet & Cie
Switzerland
$843K -$20.8K -349 -2%
PNAA
59
Pictet North America Advisors
Switzerland
$843K -$20.8K -349 -2%
LNC
60
Lincoln National Corp
Pennsylvania
$823K +$480K +8,068 +140%
BCI
61
Brinker Capital Investments
Pennsylvania
$793K +$38.7K +650 +5%
UCFA
62
United Capital Financial Advisors
Texas
$781K +$215K +3,616 +38%
AG
63
Advisor Group
Arizona
$742K -$69.9K -1,172 -9%
Fisher Asset Management
64
Fisher Asset Management
Washington
$739K +$87.2K +1,463 +13%
MA
65
MUFG Americas
New York
$728K -$24.1K -404 -3%
BlackRock
66
BlackRock
New York
$697K +$322K +5,398 +86%
LGWM
67
Litman Gregory Wealth Management
California
$676K +$30.3K +509 +5%
CCM
68
Covington Capital Management
California
$669K +$71.5K +1,200 +12%
WT
69
Whittier Trust
California
$652K – – –
FAAS
70
First Allied Advisory Services
California
$634K – – –
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$616K +$52.4K +879 +9%
IIA
72
IPG Investment Advisors
California
$613K – – –
CCM
73
Coe Capital Management
Illinois
$604K +$604K +10,140 New
HighTower Advisors
74
HighTower Advisors
Illinois
$603K +$80.2K +1,342 +15%
FCA
75
FLC Capital Advisors
California
$600K -$1.85M -31,000 -75%
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