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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
+$26.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.4M
3
Principal Financial Group
Principal Financial Group
Iowa
+$8.34M
4
UBS Group
UBS Group
Switzerland
+$4M
5
MMA
Miracle Mile Advisors
California
+$2.73M

Top Sellers

1
MWM
Mission Wealth Management
California
-$5.86M
2
FI
FormulaFolio Investments
Michigan
-$3.22M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.58M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$894K
5
PNAA
Pictet North America Advisors
Switzerland
-$843K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
126
Joseph P. Lucia & Associates
New York
$24K +$24K +400 New
EWM
127
Elmwood Wealth Management
California
$21K -$3.91K -65 -16%
AC
128
Avestar Capital
New York
$15K – – –
AF
129
Allworth Financial
California
$12K – – –
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
KC
131
Knuff & Co
California
$7K – – –
CAL
132
Capital Analysts LLC
Pennsylvania
$6K +$6K +102 New
BRWM
133
B. Riley Wealth Management
Tennessee
$1.05K -$3 -45 -0.3%
WIM
134
Westside Investment Management
California
$159 +$159 +2,628 New
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
– -$894K -14,996 Closed
BPC
136
Banque Pictet & Cie
Switzerland
– -$843K -14,150 Closed
PNAA
137
Pictet North America Advisors
Switzerland
– -$843K -14,150 Closed
Northern Trust
138
Northern Trust
Illinois
– -$6K -10,694 Closed
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
– -$583K -9,795 Closed
Jane Street
140
Jane Street
New York
– -$488K -8,184 Closed
SWAG
141
Spectrum Wealth Advisory Group
California
– -$383K -6,433 Closed
SS
142
Simplicity Solutions
Minnesota
– -$309K -5,188 Closed
FM
143
Family Management
New York
– -$291K -4,889 Closed
ACA
144
Atlas Capital Advisors
Wyoming
– -$130K -2,189 Closed
CA
145
Cetera Advisors
Colorado
– -$118K -1,970 Closed
FC
146
Ferris Capital
Massachusetts
– -$57K -950 Closed
WAM
147
Wealthspire Advisors (Maryland)
Maryland
– -$30K -500 Closed
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