CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $653M invested in iShares California Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
48
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$173M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$12.1M
3
Principal Financial Group
Principal Financial Group
Iowa
$8.34M
4
UBS Group
UBS Group
Switzerland
$28.5M
5
MMA
Miracle Mile Advisors
California
$37.7M

Top Sellers

1
MWM
Mission Wealth Management
California
$56.2M
2
FI
FormulaFolio Investments
Michigan
$4.92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$919K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
PNAA
Pictet North America Advisors
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$331K +$27.4K +451 +9%
DAS
102
Dynamic Advisor Solutions
Arizona
$317K +$317K +5,228 New
Citadel Advisors
103
Citadel Advisors
Florida
$311K +$311K +5,129 New
MA
104
Mutual Advisors
Nebraska
$289K +$2.67K +44 +0.9%
CA
105
Calton & Associates
Florida
$276K +$182 +3 +0.1%
IWS
106
Insight Wealth Strategies
California
$275K +$275K +4,542 New
AWM
107
AE Wealth Management
Kansas
$257K -$57.2K -945 -18%
EWF
108
Epstein & White Financial
California
$256K -$37.1K -615 -13%
DWM
109
Destination Wealth Management
California
$254K +$254K +4,181 New
FAN
110
Financial Advisors Network
California
$249K – – –
CAG
111
Crestwood Advisors Group
Massachusetts
$206K – – –
OIWM
112
OptiFour Integrated Wealth Management
Virginia
$206K – – –
MM
113
Main Management
California
$183K – – –
SPIA
114
Steward Partners Investment Advisory
New York
$178K +$178K +2,946 New
EFSCE
115
Enterprise Financial Services Corp (EFSC)
Missouri
$169K – – –
GAM
116
Gemmer Asset Management
California
$157K -$22.9K -378 -13%
Deutsche Bank
117
Deutsche Bank
Germany
$121K +$121K +2,000 New
US Bancorp
118
US Bancorp
Minnesota
$119K – – –
GRP
119
Global Retirement Partners
California
$108K +$14.5K +241 +16%
NFG
120
Next Financial Group
Texas
$74K +$74K +1,220 New
APA
121
American Portfolios Advisors
New York
$72.8K – – –
GI
122
Gradient Investments
Minnesota
$53K – – –
BWA
123
BDO Wealth Advisors
Florida
$52K – – –
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$30K +$184 +3 +0.6%
AIP
125
Ameritas Investment Partners
Nebraska
$26K +$13.9K +230 +115%
2 3 4
5
6