CMF icon

iShares California Muni Bond ETF

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
151
Sowell Financial Services
Arkansas
$61K
TA
152
TFG Advisers
Michigan
$59K +$59K +978 New
GI
153
Gradient Investments
Minnesota
$54K
BWA
154
BDO Wealth Advisors
Florida
$53K
PO
155
Private Ocean
California
$47K +$311 +5 +0.7%
JPLA
156
Joseph P. Lucia & Associates
New York
$24K
First Manhattan
157
First Manhattan
New York
$22K +$22K +361 New
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$18K +$1.37K +22 +8%
AF
159
Allworth Financial
California
$12K
LWM
160
Liberty Wealth Management
California
$8K +$8K +124 New
KC
161
Knuff & Co
California
$7K
CAL
162
Capital Analysts LLC
Pennsylvania
$6K
DY
163
Dowling & Yahnke
California
$3K +$3K +50 New
WP
164
WealthShield Partners
North Carolina
$2K +$2K +25 New
TCWM
165
Total Clarity Wealth Management
Illinois
$2K +$2K +40 New
CCM
166
Coe Capital Management
Illinois
-$621K -10,140 Closed
EWF
167
Epstein & White Financial
California
-$271K -4,446 Closed
CAN
168
Claraphi Advisory Network
United States
-$264K -4,300 Closed
ACA
169
Atlas Capital Advisors
Wyoming
-$235K -3,840 Closed
DCM
170
Dimension Capital Management
Florida
-$200K -3,257 Closed
GSWM
171
Golden State Wealth Management
California
-$51K -827 Closed
EW
172
Evoke Wealth
California
-$27.7K -452 Closed
EWM
173
Elmwood Wealth Management
California
-$21K -349 Closed