CMF icon

iShares California Muni Bond ETF

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$1.63M -$27.5K -449 -2%
FCIM
52
Fairview Capital Investment Management
California
$1.61M
EAM
53
Evanson Asset Management
California
$1.55M
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.54M -$38.8K -634 -2%
SWRP
55
Summit Wealth & Retirement Planning
California
$1.39M +$40.9K +668 +3%
EA
56
Elm Advisors
California
$1.34M +$1.53K +25 +0.1%
CS
57
Credit Suisse
Switzerland
$1.23M +$1.23M +20,000 New
TCPWM
58
Traverso Chambers Private Wealth Management
California
$1.22M +$25.2K +411 +2%
AWS
59
AJ Wealth Strategies
New York
$1.21M
HWA
60
HCR Wealth Advisors
California
$1.21M +$193K +3,159 +19%
UCFA
61
United Capital Financial Advisors
Texas
$1.2M +$100K +1,633 +9%
CT
62
Columbia Trust
Oregon
$1.15M +$1.15M +18,850 New
VWA
63
VERITY Wealth Advisors
United States
$1.15M
BOTW
64
Bank of the West
California
$1.11M -$170K -2,776 -13%
BCI
65
Brinker Capital Investments
Pennsylvania
$1.08M +$151K +2,458 +16%
AssetMark Inc
66
AssetMark Inc
California
$1.07M +$507K +8,276 +90%
RF
67
RHS Financial
California
$1.06M -$55.2K -902 -5%
LGWM
68
Litman Gregory Wealth Management
California
$1.06M +$121K +1,973 +13%
Stifel Financial
69
Stifel Financial
Missouri
$1.05M +$403K +6,601 +62%
BRWM
70
B. Riley Wealth Management
Tennessee
$1.03M -$30.6K -500 -3%
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$991K +$5.82K +95 +0.6%
NFG
72
NewFocus Financial Group
Washington
$922K -$17K -277 -2%
KWM
73
Kingsview Wealth Management
Oregon
$913K -$22.2K -363 -2%
LNC
74
Lincoln National Corp
Pennsylvania
$895K +$54.9K +897 +7%
CONA
75
Capital One National Association
New York
$884K +$884K +14,435 New