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iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $653M invested in iShares California Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
48
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$173M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$12.1M
3
Principal Financial Group
Principal Financial Group
Iowa
$8.34M
4
UBS Group
UBS Group
Switzerland
$28.5M
5
MMA
Miracle Mile Advisors
California
$37.7M

Top Sellers

1
MWM
Mission Wealth Management
California
$56.2M
2
FI
FormulaFolio Investments
Michigan
$4.92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$919K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
PNAA
Pictet North America Advisors
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
76
Advisor Group
Arizona
$592K -$162K -2,671 -21%
FC
77
FCA Corp
Texas
$572K – – –
AssetMark Inc
78
AssetMark Inc
California
$549K -$5.94K -98 -1%
PCTC
79
Perkins Coie Trust Company
Washington
$546K – – –
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$538K – – –
WS
81
Wedbush Securities
California
$528K – – –
Stifel Financial
82
Stifel Financial
Missouri
$527K +$25.1K +415 +5%
RCS
83
Retirement Capital Strategies
California
$525K -$607 -10 -0.1%
EHPM
84
Emery Howard Portfolio Management
California
$515K +$2.73K +45 +0.5%
RFA
85
Reilly Financial Advisors
California
$515K +$54.6K +902 +12%
Mariner
86
Mariner
Kansas
$498K +$498K +8,212 New
PAS
87
Partnervest Advisory Services
California
$470K -$68.8K -1,134 -13%
BA
88
Boston Advisors
Massachusetts
$470K – – –
BFO
89
Biltmore Family Office
North Carolina
$418K – – –
WCG
90
Weaver Consulting Group
California
$417K – – –
BJL
91
Brighton Jones LLC
Washington
$416K – – –
CCP
92
Corient Capital Partners
California
$412K -$25.3K -417 -6%
SCG
93
Sonata Capital Group
Washington
$397K – – –
TWM
94
Titus Wealth Management
California
$397K +$122K +2,009 +44%
WC
95
Weil Company
California
$383K – – –
FAIM
96
Financial Advocates Investment Management
Washington
$380K -$9.03K -149 -2%
BlackRock
97
BlackRock
New York
$359K -$350K -5,778 -49%
CAM
98
Caprin Asset Management
Virginia
$357K -$68K -1,120 -16%
DADC
99
D.A. Davidson & Co
Montana
$353K -$36.4K -600 -9%
ERIM
100
Eagle Ridge Investment Management
Connecticut
$334K -$546 -9 -0.2%
2 3
4
5 6