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iShares California Muni Bond ETF
CMF

Overview Fund Activity

162 hedge funds and large institutions have $727M invested in iShares California Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
19
Increased
52
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$43.5M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$16.7M
3
EWF
Epstein & White Financial
California
+$10.5M
4
Goldman Sachs
Goldman Sachs
New York
+$9.63M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$115M
2
MMA
Miracle Mile Advisors
California
-$11.5M
3
UBS Group
UBS Group
Switzerland
-$10.8M
4
Principal Financial Group
Principal Financial Group
Iowa
-$6.11M
5
Jane Street
Jane Street
New York
-$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
151
Claraphi Advisory Network
United States
$32K +$32K +524 New
EWM
152
Elmwood Wealth Management
California
$29.4K +$29.4K +504 New
EW
153
Evoke Wealth
California
$27.4K +$27.4K +452 New
JPLA
154
Joseph P. Lucia & Associates
New York
$24K – – –
First Manhattan
155
First Manhattan
New York
$21K – – –
KC
156
Knuff & Co
California
$18K +$10.9K +181 +152%
AF
157
Allworth Financial
California
$12K – – –
LWM
158
Liberty Wealth Management
California
$8K – – –
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$6K -$11.4K -190 -66%
CAL
160
Capital Analysts LLC
Pennsylvania
$6K – – –
WP
161
WealthShield Partners
North Carolina
$4K +$2.33K +35 +140%
WIM
162
Westside Investment Management
California
$159 +$159 +2,628 New
Jane Street
163
Jane Street
New York
– -$2.75M -44,891 Closed
PIM
164
Parker Investment Management
California
– -$1.67M -27,299 Closed
CS
165
Credit Suisse
Switzerland
– -$1.23M -20,000 Closed
IC
166
IEQ Capital
California
– -$424K -6,921 Closed
WC
167
Weil Company
California
– -$387K -6,320 Closed
LCM
168
Leisure Capital Management
California
– -$386K -6,300 Closed
RCS
169
Retirement Capital Strategies
California
– -$339K -5,539 Closed
BA
170
Bristlecone Advisors
Washington
– -$306K -5,000 Closed
MA
171
Mutual Advisors
Nebraska
– -$289K -4,725 Closed
FAN
172
Financial Advisors Network
California
– -$247K -4,040 Closed
DADC
173
D.A. Davidson & Co
Montana
– -$214K -3,498 Closed
HAS
174
HBW Advisory Services
California
– -$211K -3,425 Closed
PAS
175
Park Avenue Securities
New York
– -$203K -3,310 Closed
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