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iShares California Muni Bond ETF
CMF

Overview Fund Activity

162 hedge funds and large institutions have $727M invested in iShares California Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
19
Increased
52
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.9M
3
EWF
Epstein & White Financial
California
$10.5M
4
Goldman Sachs
Goldman Sachs
New York
$12.8M
5
Citadel Advisors
Citadel Advisors
Florida
$6.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$107M
2
MMA
Miracle Mile Advisors
California
$45.7M
3
UBS Group
UBS Group
Switzerland
$12.1M
4
Principal Financial Group
Principal Financial Group
Iowa
$2.43M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
76
Fisher Asset Management
Washington
$734K +$7.81K +129 +1%
HighTower Advisors
77
HighTower Advisors
Illinois
$711K +$72.6K +1,201 +11%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$691K -$6.6K -109 -0.9%
AC
79
Apella Capital
Connecticut
$678K +$678K +11,205 New
WA
80
Winfield Associates
Ohio
$669K +$27.2K +450 +4%
WT
81
Whittier Trust
California
$662K – – –
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$654K +$654K +10,814 New
EWM
83
Empirical Wealth Management
Washington
$644K +$86.9K +1,435 +16%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$643K -$198K -3,267 -24%
FAAS
85
First Allied Advisory Services
California
$630K – – –
PAS
86
Partnervest Advisory Services
California
$596K +$110K +1,820 +23%
FC
87
FCA Corp
Texas
$584K – – –
WCG
88
Weaver Consulting Group
California
$571K +$7.87K +130 +1%
AAS
89
Avantax Advisory Services
Texas
$567K – – –
PCTC
90
Perkins Coie Trust Company
Washington
$545K – – –
LGWM
91
Litman Gregory Wealth Management
California
$535K -$512K -8,465 -49%
WS
92
Wedbush Securities
California
$527K -$60.6K -1,000 -10%
EHPM
93
Emery Howard Portfolio Management
California
$521K +$1.69K +28 +0.3%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$493K +$3.68K +62 +0.8%
PIA
95
Perennial Investment Advisors
California
$492K – – –
CPSC
96
Carl P. Sherr & Co
Massachusetts
$471K +$60.5K +1,000 +15%
FCA
97
FLC Capital Advisors
California
$440K -$153K -2,600 -26%
SRC
98
Shufro Rose & Co
New York
$437K +$437K +7,216 New
RFA
99
Reilly Financial Advisors
California
$435K -$51.7K -854 -11%
BJL
100
Brighton Jones LLC
Washington
$415K – – –
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4
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