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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 %
IIA
101
IPG Investment Advisors
California
$415K – – –
DAS
102
Dynamic Advisor Solutions
Arizona
$414K +$65.9K +1,090 +19%
IWC
103
Integrated Wealth Concepts
Massachusetts
$409K -$110K -1,815 -21%
TWM
104
Titus Wealth Management
California
$398K +$604 +10 +0.2%
ACA
105
Affinity Capital Advisors
California
$389K +$17.3K +284 +5%
CAM
106
Caprin Asset Management
Virginia
$356K – – –
LWAC
107
Laurel Wealth Advisors (California)
California
$353K +$88.3K +1,457 +33%
AC
108
AlphaCore Capital
California
$351K – – –
OPS
109
Orion Portfolio Solutions
Nebraska
$341K -$8.16K -135 -2%
MPM
110
Meritage Portfolio Management
Kansas
$336K -$54.1K -895 -14%
BlackRock
111
BlackRock
New York
$322K -$2.35M -38,765 -88%
MAFM
112
Mid Atlantic Financial Management
Pennsylvania
$322K -$658K -10,864 -67%
ERIM
113
Eagle Ridge Investment Management
Connecticut
$320K -$25.2K -416 -7%
DWM
114
Destination Wealth Management
California
$293K +$21.2K +350 +8%
OWA
115
One Wealth Advisors
California
$285K +$285K +4,712 New
FAIM
116
Financial Advocates Investment Management
Washington
$281K -$128K -2,119 -31%
SCG
117
Sonata Capital Group
Washington
$280K -$103K -1,705 -27%
PWLP
118
Prio Wealth Limited Partnership
Massachusetts
$278K – – –
CA
119
Calton & Associates
Florida
$276K +$60 +1 +0%
Creative Planning
120
Creative Planning
Kansas
$274K +$274K +4,529 New
CAW
121
Cornerstone Advisors (Washington)
Washington
$255K – – –
EWM
122
EPG Wealth Management
Georgia
$249K +$249K +4,112 New
MCCP
123
Mission Creek Capital Partners
California
$242K – – –
VPIM
124
Vanguard Personalized Indexing Management
California
$232K +$232K +3,838 New
AWA
125
Arete Wealth Advisors
Illinois
$227K -$242 -4 -0.1%
3 4
5
6 7