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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
$197M
2
Jane Street
Jane Street
New York
$28.2M
3
BRWM
B. Riley Wealth Management
Tennessee
$21M
4
NFG
NewFocus Financial Group
Washington
$19.9M
5
Ameriprise
Ameriprise
Minnesota
$22.7M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$31.6M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$345K
4
Osaic Holdings
Osaic Holdings
Arizona
$2.38M
5
MWM
Mission Wealth Management
California
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Calton & Associates
Florida
$284K +$187 +3 +0.1%
FAIM
127
Financial Advocates Investment Management
Washington
$277K -$15.7K -249 -5%
AllianceBernstein
128
AllianceBernstein
Tennessee
$275K +$275K +4,429 New
EWM
129
EPG Wealth Management
Georgia
$257K +$1.31K +21 +0.5%
DADC
130
D.A. Davidson & Co
Montana
$256K +$256K +4,123 New
MCCP
131
Mission Creek Capital Partners
California
$249K – – –
MPM
132
Meritage Portfolio Management
Kansas
$246K -$99.5K -1,600 -29%
VPIM
133
Vanguard Personalized Indexing Management
California
$239K – – –
AWA
134
Arete Wealth Advisors
Illinois
$234K +$683 +11 +0.3%
MYIA
135
Mount Yale Investment Advisors
Colorado
$234K +$683 +11 +0.3%
22CM
136
20/20 Capital Management
California
$231K – – –
LRPA
137
L. Roy Papp & Associates
Arizona
$230K +$230K +3,700 New
CAG
138
Crestwood Advisors Group
Massachusetts
$224K – – –
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$222K +$216K +3,471 +3,471%
CAW
140
Cornerstone Advisors (Washington)
Washington
$221K -$40.9K -659 -16%
ACA
141
Ackerman Capital Advisors
Texas
$221K +$221K +3,555 New
GAM
142
Gemmer Asset Management
California
$217K +$187 +3 +0.1%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$210K -$462K -7,436 -69%
CCP
144
Corient Capital Partners
California
$210K – – –
LWAC
145
Laurel Wealth Advisors (California)
California
$209K -$153K -2,460 -42%
RJA
146
Raymond James & Associates
Florida
$208K +$208K +3,343 New
PAS
147
Park Avenue Securities
New York
$206K +$206K +3,310 New
QCMC
148
Quantum Capital Management (California)
California
$204K – – –
AM
149
Atwater Malick
Pennsylvania
$203K +$203K +3,272 New
DCM
150
Dimension Capital Management
Florida
$202K +$202K +3,257 New
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6
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