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iShares California Muni Bond ETF
CMF

Overview Fund Activity

130 hedge funds and large institutions have $543M invested in iShares California Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
41
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mission Wealth Management
California
$66.6M
2
Bank of America
Bank of America
North Carolina
$71.3M
3
PS
Portfolio Solutions
Michigan
$5.92M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Morgan Stanley
Morgan Stanley
New York
$48.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$122M
2
BlackRock
BlackRock
New York
$368K
3
MMA
Miracle Mile Advisors
California
$27.5M
4
RMC
Regis Management Company
California
$0
5
FAIM
Financial Advocates Investment Management
Washington
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Calton & Associates
Florida
$266K +$266K +4,555 New
BOS
102
Bank of Stockton
California
$221K – – –
FAN
103
Financial Advisors Network
California
$206K +$206K +3,521 New
OA
104
Opes Advisors
California
$201K +$201K +3,445 New
MM
105
Main Management
California
$176K +$176K +3,012 New
GAM
106
Gemmer Asset Management
California
$174K +$174K +2,970 New
US Bancorp
107
US Bancorp
Minnesota
$165K -$133K -2,264 -45%
WIM
108
Westside Investment Management
California
$154K – – –
GRP
109
Global Retirement Partners
California
$90K – – –
NFG
110
Next Financial Group
Texas
$71K +$71K +1,220 New
APA
111
American Portfolios Advisors
New York
$70.1K – – –
FC
112
Ferris Capital
Massachusetts
$56K – – –
GI
113
Gradient Investments
Minnesota
$51K – – –
AssetMark Inc
114
AssetMark Inc
California
$36K +$36K +617 New
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$29K – – –
WAM
116
Watermark Asset Management
California
$28K +$22.7K +392 +431%
WANY
117
Wealthspire Advisors (New York)
New York
$28K +$28K +486 New
EWM
118
Elmwood Wealth Management
California
$24K -$1.8K -31 -7%
CDIA
119
Capital Directions Investment Advisors
Georgia
$15K – – –
AC
120
Avestar Capital
New York
$14K +$14K +250 New
AIP
121
Ameritas Investment Partners
Nebraska
$11K – – –
AF
122
Allworth Financial
California
$11K – – –
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
BC
124
Bartlett & Co
Ohio
$9K – – –
BCWM
125
Bartlett & Co Wealth Management
Ohio
$8.77K – – –
2 3 4
5
6