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iShares California Muni Bond ETF
CMF

Overview Fund Activity

174 hedge funds and large institutions have $923M invested in iShares California Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.27%
New
23
Increased
69
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$197M
2
Jane Street
Jane Street
New York
$28.2M
3
BRWM
B. Riley Wealth Management
Tennessee
$21M
4
NFG
NewFocus Financial Group
Washington
$19.9M
5
Ameriprise
Ameriprise
Minnesota
$22.7M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$31.6M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$345K
4
Osaic Holdings
Osaic Holdings
Arizona
$2.38M
5
MWM
Mission Wealth Management
California
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.91M -$9.26K -149 -0.5%
VCM
52
Vivaldi Capital Management
Illinois
$1.8M +$1.8M +28,519 New
LCAM
53
London & Capital Asset Management
United Kingdom
$1.72M – – –
GC
54
Garde Capital
Washington
$1.67M -$13.7K -220 -0.8%
FCIM
55
Fairview Capital Investment Management
California
$1.64M +$7.77K +125 +0.5%
EAM
56
Evanson Asset Management
California
$1.57M – – –
OWM
57
Opes Wealth Management
California
$1.55M +$1.55M +24,884 New
BCI
58
Brinker Capital Investments
Pennsylvania
$1.49M +$127K +2,050 +9%
WT
59
Whittier Trust
California
$1.4M +$723K +11,634 +106%
CCM
60
Covington Capital Management
California
$1.39M +$49.1K +790 +4%
EA
61
Elm Advisors
California
$1.36M -$1.43K -23 -0.1%
UCFA
62
United Capital Financial Advisors
Texas
$1.35M +$187K +3,006 +16%
Stifel Financial
63
Stifel Financial
Missouri
$1.31M +$257K +4,134 +24%
HWA
64
HCR Wealth Advisors
California
$1.27M +$45.2K +728 +4%
TCPWM
65
Traverso Chambers Private Wealth Management
California
$1.25M +$18.6K +299 +2%
SWRP
66
Summit Wealth & Retirement Planning
California
$1.25M -$112K -1,800 -8%
CT
67
Columbia Trust
Oregon
$1.24M -$74.5K -1,200 -6%
VWA
68
VERITY Wealth Advisors
United States
$1.17M – – –
BOTW
69
Bank of the West
California
$1.16M -$59.3K -954 -5%
BPA
70
Beacon Pointe Advisors
California
$1.15M +$1.15M +18,560 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$1.07M -$463K -7,452 -30%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.05M +$311K +4,996 +42%
AWS
73
AJ Wealth Strategies
New York
$1.02M – – –
G
74
GenTrust
Florida
$960K +$960K +15,445 New
COF
75
Capital One Financial
Virginia
$897K – – –
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3
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