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iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $653M invested in iShares California Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
48
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$173M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$12.1M
3
Principal Financial Group
Principal Financial Group
Iowa
$8.34M
4
UBS Group
UBS Group
Switzerland
$28.5M
5
MMA
Miracle Mile Advisors
California
$37.7M

Top Sellers

1
MWM
Mission Wealth Management
California
$56.2M
2
FI
FormulaFolio Investments
Michigan
$4.92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$919K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
PNAA
Pictet North America Advisors
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCAM
51
London & Capital Asset Management
United Kingdom
$1.04M +$80.1K +1,321 +8%
UCFA
52
United Capital Financial Advisors
Texas
$1.04M +$244K +4,019 +31%
HWA
53
HCR Wealth Advisors
California
$984K -$121K -2,000 -11%
KWM
54
Kingsview Wealth Management
Oregon
$932K -$100K -1,656 -10%
NFG
55
NewFocus Financial Group
Washington
$930K – – –
BCI
56
Brinker Capital Investments
Pennsylvania
$930K +$123K +2,020 +15%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$919K -$2.58M -42,565 -74%
PFC
58
Personal Financial Consultants
California
$906K -$251K -4,143 -22%
LGWM
59
Litman Gregory Wealth Management
California
$871K +$183K +3,025 +27%
LNC
60
Lincoln National Corp
Pennsylvania
$839K +$970 +16 +0.1%
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$779K -$96.9K -1,598 -11%
EWA
62
EP Wealth Advisors
California
$773K +$773K +12,755 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$766K +$268K +4,413 +54%
Fisher Asset Management
64
Fisher Asset Management
Washington
$746K -$5.46K -90 -0.7%
MA
65
MUFG Americas
New York
$741K – – –
HighTower Advisors
66
HighTower Advisors
Illinois
$712K +$103K +1,698 +17%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$703K +$77.2K +1,275 +12%
WT
68
Whittier Trust
California
$663K – – –
CCM
69
Covington Capital Management
California
$655K -$26.4K -435 -4%
FAAS
70
First Allied Advisory Services
California
$646K – – –
IIA
71
IPG Investment Advisors
California
$623K – – –
CCM
72
Coe Capital Management
Illinois
$615K – – –
PCA
73
Personal Capital Advisors
California
$611K +$46K +759 +8%
FCA
74
FLC Capital Advisors
California
$610K – – –
WA
75
Winfield Associates
Ohio
$593K – – –
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3
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