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iShares California Muni Bond ETF
CMF

Overview Fund Activity

130 hedge funds and large institutions have $543M invested in iShares California Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
41
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mission Wealth Management
California
$66.6M
2
Bank of America
Bank of America
North Carolina
$71.3M
3
PS
Portfolio Solutions
Michigan
$5.92M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Morgan Stanley
Morgan Stanley
New York
$48.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$122M
2
BlackRock
BlackRock
New York
$368K
3
MMA
Miracle Mile Advisors
California
$27.5M
4
RMC
Regis Management Company
California
$0
5
FAIM
Financial Advocates Investment Management
Washington
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Boston Advisors
Massachusetts
$453K – – –
IA
77
IFP Advisors
Florida
$444K -$27.7K -475 -6%
PCA
78
Personal Capital Advisors
California
$443K -$29.3K -502 -6%
PA
79
Parallel Advisors
California
$442K +$72.5K +1,243 +20%
RFA
80
Reilly Financial Advisors
California
$415K -$99.7K -1,708 -19%
CAM
81
Caprin Asset Management
Virginia
$412K – – –
PWM
82
Patriot Wealth Management
Texas
$403K – – –
BFO
83
Biltmore Family Office
North Carolina
$403K +$25.4K +435 +7%
BJL
84
Brighton Jones LLC
Washington
$401K – – –
EWF
85
Epstein & White Financial
California
$397K -$1.86M -31,774 -82%
SS
86
Simplicity Solutions
Minnesota
$394K -$1.02M -17,524 -72%
AWM
87
AE Wealth Management
Kansas
$394K -$166K -2,836 -30%
DADC
88
D.A. Davidson & Co
Montana
$375K -$94.5K -1,618 -20%
WC
89
Weil Company
California
$369K – – –
BlackRock
90
BlackRock
New York
$368K -$29.5M -505,615 -99%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$361K +$361K +6,178 New
SCG
92
Sonata Capital Group
Washington
$347K +$76.5K +1,310 +28%
LNC
93
Lincoln National Corp
Pennsylvania
$336K -$974K -16,679 -74%
CIC
94
Carnegie Investment Counsel
Ohio
$333K -$187K -3,200 -36%
AAS
95
Avantax Advisory Services
Texas
$298K +$298K +5,095 New
FM
96
Family Management
New York
$286K +$286K +4,889 New
Goldman Sachs
97
Goldman Sachs
New York
$282K -$989K -16,906 -78%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$281K +$133K +2,281 +90%
GCA
99
Gradient Capital Advisors
California
$278K -$56.8K -971 -17%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$276K -$782K -13,388 -74%
2 3
4
5 6