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iShares California Muni Bond ETF
CMF

Overview Fund Activity

146 hedge funds and large institutions have $730M invested in iShares California Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
3.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
18
Increased
59
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$193M
2
MMA
Miracle Mile Advisors
California
$54.4M
3
Principal Financial Group
Principal Financial Group
Iowa
$18M
4
Jane Street
Jane Street
New York
$6.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$15.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$1.54M
2
UBS Group
UBS Group
Switzerland
$26.9M
3
GSWM
Golden State Wealth Management
California
$51K
4
MWM
Mission Wealth Management
California
$55.6M
5
PFA
Pure Financial Advisors
California
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Winfield Associates
Ohio
$599K – – –
CCM
77
Covington Capital Management
California
$585K -$76.6K -1,250 -12%
COI
78
Capital One Investing
Virginia
$582K +$582K +9,500 New
FC
79
FCA Corp
Texas
$578K – – –
AssetMark Inc
80
AssetMark Inc
California
$562K +$6.74K +110 +1%
AG
81
Advisor Group
Arizona
$552K -$46.5K -760 -8%
PCTC
82
Perkins Coie Trust Company
Washington
$551K – – –
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$543K – – –
WS
84
Wedbush Securities
California
$533K – – –
EHPM
85
Emery Howard Portfolio Management
California
$523K +$2.58K +42 +0.5%
EWM
86
Empirical Wealth Management
Washington
$504K +$504K +8,220 New
RFA
87
Reilly Financial Advisors
California
$499K -$22.3K -364 -4%
RCS
88
Retirement Capital Strategies
California
$481K -$48.8K -796 -9%
BA
89
Boston Advisors
Massachusetts
$475K – – –
MPM
90
Meritage Portfolio Management
Kansas
$442K +$442K +7,210 New
IWC
91
Integrated Wealth Concepts
Massachusetts
$435K +$435K +7,094 New
IIA
92
IPG Investment Advisors
California
$420K -$210K -3,425 -33%
BJL
93
Brighton Jones LLC
Washington
$420K – – –
CCP
94
Corient Capital Partners
California
$417K – – –
TWM
95
Titus Wealth Management
California
$402K +$920 +15 +0.2%
SCG
96
Sonata Capital Group
Washington
$401K – – –
FAIM
97
Financial Advocates Investment Management
Washington
$394K +$9.87K +161 +3%
WC
98
Weil Company
California
$387K – – –
BlackRock
99
BlackRock
New York
$364K +$1.41K +23 +0.4%
CAM
100
Caprin Asset Management
Virginia
$361K – – –
2 3
4
5 6