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iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $596M invested in iShares California Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
54
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$144M
2
MMA
Miracle Mile Advisors
California
$34.4M
3
UBS Group
UBS Group
Switzerland
$24.1M
4
FI
FormulaFolio Investments
Michigan
$8.01M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.44M

Top Sellers

1
MWM
Mission Wealth Management
California
$61M
2
FCA
FLC Capital Advisors
California
$600K
3
A
AdvicePeriod
California
$6.88M
4
PS
Portfolio Solutions
Michigan
$4.41M
5
Ameriprise
Ameriprise
Minnesota
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
76
Gerber Kawasaki Wealth & Investment Management
California
$583K +$583K +9,795 New
WA
77
Winfield Associates
Ohio
$582K -$119K -2,000 -17%
FC
78
FCA Corp
Texas
$562K +$9.53K +160 +2%
PCA
79
Personal Capital Advisors
California
$555K +$104K +1,738 +23%
AssetMark Inc
80
AssetMark Inc
California
$546K +$509K +8,542 +1,384%
PCTC
81
Perkins Coie Trust Company
Washington
$536K – – –
PAS
82
Partnervest Advisory Services
California
$529K -$39.3K -659 -7%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$529K +$529K +8,872 New
WS
84
Wedbush Securities
California
$519K – – –
RCS
85
Retirement Capital Strategies
California
$516K -$301K -5,048 -37%
EHPM
86
Emery Howard Portfolio Management
California
$503K +$1.85K +31 +0.4%
Stifel Financial
87
Stifel Financial
Missouri
$494K -$5.18K -87 -1%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$490K -$182K -3,046 -27%
Jane Street
89
Jane Street
New York
$488K +$488K +8,184 New
BA
90
Boston Advisors
Massachusetts
$462K – – –
RFA
91
Reilly Financial Advisors
California
$453K +$29.3K +491 +7%
CCP
92
Corient Capital Partners
California
$430K +$430K +7,217 New
CAM
93
Caprin Asset Management
Virginia
$417K -$3.22K -54 -0.8%
WCG
94
Weaver Consulting Group
California
$416K +$416K +6,884 New
BFO
95
Biltmore Family Office
North Carolina
$411K – – –
BJL
96
Brighton Jones LLC
Washington
$409K – – –
SCG
97
Sonata Capital Group
Washington
$390K +$35.8K +600 +10%
DADC
98
D.A. Davidson & Co
Montana
$383K – – –
SWAG
99
Spectrum Wealth Advisory Group
California
$383K +$383K +6,433 New
FAIM
100
Financial Advocates Investment Management
Washington
$382K -$116K -1,949 -23%
2 3
4
5 6