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iShares California Muni Bond ETF
CMF

Overview Fund Activity

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$225M
2
MA
MUFG Americas
New York
$9.8M
3
FFA
First Foundation Advisors
California
$7.48M
4
MMA
Miracle Mile Advisors
California
$57.9M
5
Wells Fargo
Wells Fargo
California
$13.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$8.64M
2
Jane Street
Jane Street
New York
$2.75M
3
UBS Group
UBS Group
Switzerland
$23.2M
4
Bank of America
Bank of America
North Carolina
$75.6M
5
CCM
Coe Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
McNaughton Wealth Management
California
$862K +$862K +14,035 New
RJFSA
77
Raymond James Financial Services Advisors
Florida
$851K +$188K +3,067 +28%
PCA
78
Personal Capital Advisors
California
$831K +$147K +2,405 +22%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$809K -$39K -637 -5%
Fisher Asset Management
80
Fisher Asset Management
Washington
$734K +$2.75K +45 +0.4%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$706K +$163K +2,657 +30%
WT
82
Whittier Trust
California
$670K – – –
WA
83
Winfield Associates
Ohio
$649K +$50.5K +825 +8%
HighTower Advisors
84
HighTower Advisors
Illinois
$646K +$23.6K +386 +4%
FAAS
85
First Allied Advisory Services
California
$637K -$14.4K -236 -2%
FCA
86
FLC Capital Advisors
California
$616K – – –
CCM
87
Covington Capital Management
California
$609K +$24.8K +405 +4%
WS
88
Wedbush Securities
California
$594K +$61.2K +1,000 +11%
FC
89
FCA Corp
Texas
$591K +$12.9K +210 +2%
AAS
90
Avantax Advisory Services
Texas
$573K +$221K +3,614 +63%
WCG
91
Weaver Consulting Group
California
$570K +$240K +3,919 +73%
EWM
92
Empirical Wealth Management
Washington
$563K +$59.9K +978 +12%
AG
93
Advisor Group
Arizona
$552K – – –
PCTC
94
Perkins Coie Trust Company
Washington
$551K – – –
EHPM
95
Emery Howard Portfolio Management
California
$526K +$3.43K +56 +0.7%
IWC
96
Integrated Wealth Concepts
Massachusetts
$525K +$90.4K +1,475 +21%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$505K +$475K +7,753 +1,582%
PIA
98
Perennial Investment Advisors
California
$498K +$498K +8,132 New
RFA
99
Reilly Financial Advisors
California
$492K -$6K -98 -1%
PAS
100
Partnervest Advisory Services
California
$491K -$139K -2,277 -22%
2 3
4
5 6