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iShares California Muni Bond ETF
CMF

Overview Fund Activity

123 hedge funds and large institutions have $576M invested in iShares California Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
18
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$34.5M
2
BlackRock
BlackRock
New York
+$28.8M
3
PFA
Pure Financial Advisors
California
+$10.5M
4
Morgan Stanley
Morgan Stanley
New York
+$3.6M
5
MMA
Miracle Mile Advisors
California
+$3.27M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.46M
2
Jane Street
Jane Street
New York
-$2.35M
3
MWM
Mission Wealth Management
California
-$2.24M
4
PWM
Perigon Wealth Management
California
-$2.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$469K +$148K +2,550 +46%
DADC
77
D.A. Davidson & Co
Montana
$466K -$30.5K -526 -6%
GJIC
78
Gamble Jones Investment Counsel
California
$450K +$450K +7,765 New
BA
79
Boston Advisors
Massachusetts
$449K – – –
BRWM
80
B. Riley Wealth Management
Tennessee
$413K +$413K +7,115 New
CAM
81
Caprin Asset Management
Virginia
$409K +$43.2K +745 +12%
RW
82
Rand Wealth
Maryland
$402K – – –
PWM
83
Patriot Wealth Management
Texas
$400K – – –
BJL
84
Brighton Jones LLC
Washington
$398K – – –
UCFA
85
United Capital Financial Advisors
Texas
$388K +$124K +2,147 +47%
BFO
86
Biltmore Family Office
North Carolina
$374K +$374K +6,455 New
BRF
87
B. Riley Financial
California
$370K – – –
PA
88
Parallel Advisors
California
$367K +$75.1K +1,295 +26%
WC
89
Weil Company
California
$366K – – –
GCA
90
Gradient Capital Advisors
California
$332K – – –
ERIM
91
Eagle Ridge Investment Management
Connecticut
$304K +$8.45K +146 +3%
US Bancorp
92
US Bancorp
Minnesota
$295K -$8.76K -151 -3%
MA
93
Mutual Advisors
Nebraska
$276K -$196K -3,390 -42%
AG
94
Advisor Group
Arizona
$276K +$4.63K +80 +2%
Stifel Financial
95
Stifel Financial
Missouri
$269K -$578 -10 -0.2%
SCG
96
Sonata Capital Group
Washington
$269K +$14.8K +255 +6%
TWM
97
Titus Wealth Management
California
$262K – – –
EWM
98
Empirical Wealth Management
Washington
$250K +$250K +4,307 New
CCM
99
Coe Capital Management
Illinois
$230K – – –
EA
100
Elm Advisors
California
$227K – – –
2 3
4
5 6