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iShares California Muni Bond ETF
CMF

Overview Fund Activity

146 hedge funds and large institutions have $730M invested in iShares California Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
3.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
18
Increased
59
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$193M
2
MMA
Miracle Mile Advisors
California
$54.4M
3
Principal Financial Group
Principal Financial Group
Iowa
$18M
4
Jane Street
Jane Street
New York
$6.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$15.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$1.54M
2
UBS Group
UBS Group
Switzerland
$26.9M
3
GSWM
Golden State Wealth Management
California
$51K
4
MWM
Mission Wealth Management
California
$55.6M
5
PFA
Pure Financial Advisors
California
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$355K -$1.59K -26 -0.4%
AAS
102
Avantax Advisory Services
Texas
$352K +$17.8K +290 +5%
ERIM
103
Eagle Ridge Investment Management
Connecticut
$337K – – –
WCG
104
Weaver Consulting Group
California
$328K -$91.3K -1,499 -22%
DAS
105
Dynamic Advisor Solutions
Arizona
$320K – – –
MA
106
Mutual Advisors
Nebraska
$290K -$2.7K -44 -0.9%
PWLP
107
Prio Wealth Limited Partnership
Massachusetts
$282K +$282K +4,600 New
CA
108
Calton & Associates
Florida
$280K +$123 +2 +0%
IWS
109
Insight Wealth Strategies
California
$280K +$1.41K +23 +0.5%
DWM
110
Destination Wealth Management
California
$277K +$20.4K +332 +8%
EWF
111
Epstein & White Financial
California
$271K +$12.4K +204 +5%
CAN
112
Claraphi Advisory Network
United States
$264K +$264K +4,300 New
CAW
113
Cornerstone Advisors (Washington)
Washington
$259K +$259K +4,220 New
MYIA
114
Mount Yale Investment Advisors
Colorado
$251K +$251K +4,120 New
FAN
115
Financial Advisors Network
California
$248K – – –
ACA
116
Atlas Capital Advisors
Wyoming
$235K +$235K +3,840 New
OIWM
117
OptiFour Integrated Wealth Management
Virginia
$208K – – –
CAG
118
Crestwood Advisors Group
Massachusetts
$208K – – –
PAS
119
Park Avenue Securities
New York
$203K +$203K +3,310 New
AM
120
Atwater Malick
Pennsylvania
$201K +$201K +3,272 New
DCM
121
Dimension Capital Management
Florida
$200K +$200K +3,257 New
MM
122
Main Management
California
$185K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$180K +$183 +3 +0.1%
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$172K – – –
GAM
125
Gemmer Asset Management
California
$159K +$184 +3 +0.1%
2 3 4
5
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