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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 %
GRP
126
Global Retirement Partners
California
$149K +$39.1K +636 +36%
BFO
127
Biltmore Family Office
North Carolina
$134K -$288K -4,700 -68%
QCMC
128
Quantum Capital Management (California)
California
$126K +$126K +2,050 New
Deutsche Bank
129
Deutsche Bank
Germany
$122K – – –
US Bancorp
130
US Bancorp
Minnesota
$120K – – –
AIP
131
Ameritas Investment Partners
Nebraska
$102K +$75.9K +1,248 +290%
NFG
132
Next Financial Group
Texas
$75K – – –
APA
133
American Portfolios Advisors
New York
$73.5K – – –
SFS
134
Sowell Financial Services
Arkansas
$61K +$61K +1,000 New
GI
135
Gradient Investments
Minnesota
$54K – – –
BWA
136
BDO Wealth Advisors
Florida
$53K – – –
GSWM
137
Golden State Wealth Management
California
$51K -$1.6M -25,944 -97%
PO
138
Private Ocean
California
$47K +$47K +751 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$30K +$122 +2 +0.4%
EW
140
Evoke Wealth
California
$27.7K +$27.7K +452 New
JPLA
141
Joseph P. Lucia & Associates
New York
$25K – – –
EWM
142
Elmwood Wealth Management
California
$21K – – –
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$16K +$4.66K +78 +41%
AF
144
Allworth Financial
California
$12K – – –
KC
145
Knuff & Co
California
$7K – – –
CAL
146
Capital Analysts LLC
Pennsylvania
$6K +$58 +1 +1%
Mariner
147
Mariner
Kansas
– -$498K -8,212 Closed
Citadel Advisors
148
Citadel Advisors
Florida
– -$311K -5,129 Closed
AWM
149
AE Wealth Management
Kansas
– -$257K -4,243 Closed
AC
150
Avestar Capital
New York
– -$15K -250 Closed
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