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iShares California Muni Bond ETF
CMF

Overview Fund Activity

174 hedge funds and large institutions have $923M invested in iShares California Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.27%
New
23
Increased
69
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$197M
2
Jane Street
Jane Street
New York
$28.2M
3
BRWM
B. Riley Wealth Management
Tennessee
$21M
4
NFG
NewFocus Financial Group
Washington
$19.9M
5
Ameriprise
Ameriprise
Minnesota
$22.7M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$31.6M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$345K
4
Osaic Holdings
Osaic Holdings
Arizona
$2.38M
5
MWM
Mission Wealth Management
California
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
76
Kingsview Wealth Management
Oregon
$872K -$4.54K -73 -0.5%
PCA
77
Personal Capital Advisors
California
$863K -$2.11K -34 -0.2%
Fisher Asset Management
78
Fisher Asset Management
Washington
$816K +$62.2K +1,000 +8%
RF
79
RHS Financial
California
$801K -$44.3K -712 -5%
DAS
80
Dynamic Advisor Solutions
Arizona
$799K +$373K +6,000 +88%
MWM
81
McNaughton Wealth Management
California
$786K +$3.05K +49 +0.4%
AssetMark Inc
82
AssetMark Inc
California
$738K -$317K -5,106 -30%
WA
83
Winfield Associates
Ohio
$687K – – –
MCM
84
Maxim Capital Management
California
$665K +$665K +10,603 New
AC
85
Apella Capital
Connecticut
$657K -$39.2K -631 -6%
WCG
86
Weaver Consulting Group
California
$654K +$67.3K +1,082 +11%
FAAS
87
First Allied Advisory Services
California
$647K – – –
PAS
88
Partnervest Advisory Services
California
$638K +$26.1K +420 +4%
AAS
89
Avantax Advisory Services
Texas
$582K +$62 +1 +0%
LGWM
90
Litman Gregory Wealth Management
California
$580K +$30K +482 +5%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$567K -$143K -2,306 -20%
EWM
92
Empirical Wealth Management
Washington
$560K -$101K -1,628 -15%
PCTC
93
Perkins Coie Trust Company
Washington
$559K – – –
FC
94
FCA Corp
Texas
$551K -$48.6K -782 -8%
BA
95
Bristlecone Advisors
Washington
$551K +$551K +8,865 New
WS
96
Wedbush Securities
California
$541K – – –
EHPM
97
Emery Howard Portfolio Management
California
$538K +$2.73K +44 +0.5%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$518K +$2.67K +43 +0.5%
M&T Bank
99
M&T Bank
New York
$497K +$497K +8,000 New
MA
100
MUFG Americas
New York
$495K +$51.2K +18,731 +12%
2 3
4
5 6