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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
+$87.5M
2
Jane Street
Jane Street
New York
+$28.2M
3
BRWM
B. Riley Wealth Management
Tennessee
+$20.3M
4
NFG
NewFocus Financial Group
Washington
+$15.7M
5
Ameriprise
Ameriprise
Minnesota
+$11.5M

Top Sellers

1
MMA
Miracle Mile Advisors
California
-$15.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.72M
4
Osaic Holdings
Osaic Holdings
Arizona
-$5.16M
5
MWM
Mission Wealth Management
California
-$4.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$494K -$166K -2,680 -25%
CPSC
102
Carl P. Sherr & Co
Massachusetts
$484K – – –
ACA
103
Atlas Capital Advisors
Wyoming
$466K +$466K +7,501 New
CAG
104
Curtis Advisory Group
California
$465K +$465K +7,479 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$460K +$40.4K +650 +10%
BlackRock
106
BlackRock
New York
$460K +$130K +2,088 +39%
PIA
107
Perennial Investment Advisors
California
$450K -$56K -900 -11%
SRC
108
Shufro Rose & Co
New York
$449K – – –
RFA
109
Reilly Financial Advisors
California
$447K +$124 +2 +0%
IIA
110
IPG Investment Advisors
California
$426K – – –
BJL
111
Brighton Jones LLC
Washington
$426K – – –
TWM
112
Titus Wealth Management
California
$410K +$994 +16 +0.2%
ACA
113
Affinity Capital Advisors
California
$409K +$12.9K +207 +3%
MAFM
114
Mid Atlantic Financial Management
Pennsylvania
$372K +$41.3K +664 +12%
CAM
115
Caprin Asset Management
Virginia
$366K – – –
OPS
116
Orion Portfolio Solutions
Nebraska
$362K +$10.9K +175 +3%
DWM
117
Destination Wealth Management
California
$361K +$60.7K +978 +20%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$345K -$5.72M -92,163 -94%
NL
119
NWAM LLC
Washington
$332K +$332K +5,344 New
ERIM
120
Eagle Ridge Investment Management
Connecticut
$328K – – –
OWA
121
One Wealth Advisors
California
$309K +$16.5K +265 +6%
HAS
122
HBW Advisory Services
California
$293K +$293K +4,710 New
MCM
123
Mattern Capital Management
Colorado
$291K +$291K +4,688 New
SCG
124
Sonata Capital Group
Washington
$288K – – –
PWLP
125
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
3 4
5
6 7