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iShares California Muni Bond ETF
CMF

Overview Fund Activity

162 hedge funds and large institutions have $727M invested in iShares California Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
19
Increased
52
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.9M
3
EWF
Epstein & White Financial
California
$10.5M
4
Goldman Sachs
Goldman Sachs
New York
$12.8M
5
Citadel Advisors
Citadel Advisors
Florida
$6.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$107M
2
MMA
Miracle Mile Advisors
California
$45.7M
3
UBS Group
UBS Group
Switzerland
$12.1M
4
Principal Financial Group
Principal Financial Group
Iowa
$2.43M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Garde Capital
Washington
$1.64M -$257K -4,246 -14%
FCIM
52
Fairview Capital Investment Management
California
$1.59M – – –
EAM
53
Evanson Asset Management
California
$1.53M – – –
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.49M -$33.3K -550 -2%
Citigroup
55
Citigroup
New York
$1.41M -$197K -3,263 -12%
BCI
56
Brinker Capital Investments
Pennsylvania
$1.33M +$261K +4,306 +24%
SWRP
57
Summit Wealth & Retirement Planning
California
$1.32M -$52K -860 -4%
EA
58
Elm Advisors
California
$1.32M +$3.03K +50 +0.2%
CCM
59
Covington Capital Management
California
$1.31M +$704K +11,631 +117%
CT
60
Columbia Trust
Oregon
$1.28M +$142K +2,350 +12%
TCPWM
61
Traverso Chambers Private Wealth Management
California
$1.2M -$1.88K -31 -0.2%
HWA
62
HCR Wealth Advisors
California
$1.19M -$5.51K -91 -0.5%
BOTW
63
Bank of the West
California
$1.18M +$89.1K +1,472 +8%
VWA
64
VERITY Wealth Advisors
United States
$1.14M – – –
UCFA
65
United Capital Financial Advisors
Texas
$1.13M -$56.8K -939 -5%
AssetMark Inc
66
AssetMark Inc
California
$1.03M -$27.9K -461 -3%
Stifel Financial
67
Stifel Financial
Missouri
$1.03M -$16.6K -275 -2%
AWS
68
AJ Wealth Strategies
New York
$990K -$210K -3,475 -18%
Renaissance Technologies
69
Renaissance Technologies
New York
$932K -$1.24M -20,500 -57%
COF
70
Capital One Financial
Virginia
$874K +$874K +14,435 New
KWM
71
Kingsview Wealth Management
Oregon
$854K -$48.5K -801 -5%
PCA
72
Personal Capital Advisors
California
$842K +$20.8K +344 +3%
RF
73
RHS Financial
California
$823K -$226K -3,728 -22%
BRWM
74
B. Riley Wealth Management
Tennessee
$768K -$249K -4,114 -24%
MWM
75
McNaughton Wealth Management
California
$762K -$87.3K -1,443 -10%
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