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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
+$87.5M
2
Jane Street
Jane Street
New York
+$28.2M
3
BRWM
B. Riley Wealth Management
Tennessee
+$20.3M
4
NFG
NewFocus Financial Group
Washington
+$15.7M
5
Ameriprise
Ameriprise
Minnesota
+$11.5M

Top Sellers

1
MMA
Miracle Mile Advisors
California
-$15.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.72M
4
Osaic Holdings
Osaic Holdings
Arizona
-$5.16M
5
MWM
Mission Wealth Management
California
-$4.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
151
Main Management
California
$187K – – –
EFSCE
152
Enterprise Financial Services Corp (EFSC)
Missouri
$174K – – –
AIP
153
Ameritas Investment Partners
Nebraska
$140K +$6.88K +111 +5%
GRP
154
Global Retirement Partners
California
$137K – – –
US Bancorp
155
US Bancorp
Minnesota
$125K +$2.67K +43 +2%
BFO
156
Biltmore Family Office
North Carolina
$122K – – –
WTC
157
WhitTier Trust Company
Nevada
$79K – – –
EI
158
Ellevest Inc
New York
$75K -$30.8K -492 -29%
APA
159
American Portfolios Advisors
New York
$74.6K – – –
SFS
160
Sowell Financial Services
Arkansas
$62K – – –
BWA
161
BDO Wealth Advisors
Florida
$53K – – –
PO
162
Private Ocean
California
$47K +$247 +4 +0.5%
Deutsche Bank
163
Deutsche Bank
Germany
$34K – – –
EW
164
Evoke Wealth
California
$28K – – –
GI
165
Gradient Investments
Minnesota
$27K -$27.1K -440 -50%
CAL
166
Capital Analysts LLC
Pennsylvania
$26K +$19.5K +312 +303%
JPLA
167
Joseph P. Lucia & Associates
New York
$25K – – –
First Manhattan
168
First Manhattan
New York
$22K – – –
EWM
169
Elmwood Wealth Management
California
$21K -$10.4K -167 -33%
KC
170
Knuff & Co
California
$16K -$3.2K -50 -17%
AF
171
Allworth Financial
California
$12K – – –
PAG
172
Private Advisor Group
New Jersey
$12K +$12K +200 New
WP
173
WealthShield Partners
North Carolina
$4K – – –
WIM
174
Westside Investment Management
California
$163 – – –
Citadel Advisors
175
Citadel Advisors
Florida
– -$6.2M -102,515 Closed
4 5 6
7
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