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iShares California Muni Bond ETF
CMF

Overview Fund Activity

130 hedge funds and large institutions have $543M invested in iShares California Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
41
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mission Wealth Management
California
$66.6M
2
Bank of America
Bank of America
North Carolina
$71.3M
3
PS
Portfolio Solutions
Michigan
$5.92M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Morgan Stanley
Morgan Stanley
New York
$48.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$122M
2
BlackRock
BlackRock
New York
$368K
3
MMA
Miracle Mile Advisors
California
$27.5M
4
RMC
Regis Management Company
California
$0
5
FAIM
Financial Advocates Investment Management
Washington
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$122M -$85.4M -1,461,750 -41%
Bank of America
2
Bank of America
North Carolina
$71.3M +$26.3M +449,549 +58%
MWM
3
Mission Wealth Management
California
$66.6M +$39.7M +679,182 +148%
Morgan Stanley
4
Morgan Stanley
New York
$48.4M +$3.1M +52,957 +7%
MMA
5
Miracle Mile Advisors
California
$27.5M -$10.6M -181,818 -28%
B
6
Bailard
California
$19.2M -$769K -13,161 -4%
UBS Group
7
UBS Group
Switzerland
$18.9M +$3.77M +64,549 +25%
PFA
8
Pure Financial Advisors
California
$12.3M +$1.72M +29,393 +16%
Ameriprise
9
Ameriprise
Minnesota
$11.3M -$216K -3,683 -2%
LPL Financial
10
LPL Financial
California
$8.89M -$31.7K -543 -0.4%
A
11
AdvicePeriod
California
$8.51M +$2.64M +45,097 +45%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.76M -$409K -7,005 -6%
Wells Fargo
13
Wells Fargo
California
$6.47M +$129K +2,205 +2%
PS
14
Portfolio Solutions
Michigan
$5.92M +$5.23M +89,483 +758%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$5.67M +$507K +8,710 +10%
SC
16
Slow Capital
California
$5.09M +$1.22M +20,913 +32%
Betterment LLC
17
Betterment LLC
New York
$4.73M -$213K -3,650 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.64M +$1.59M +27,194 +52%
WP
19
WealthSource Partners
California
$4.16M +$585 +10 +0%
FI
20
FormulaFolio Investments
Michigan
$3.94M – – –
TW
21
Towerpoint Wealth
California
$3.94M +$512K +8,755 +15%
PA
22
Parkside Advisors
California
$3.55M +$7.13K +122 +0.2%
BCM
23
Boltwood Capital Management
California
$3.47M +$105K +1,795 +3%
MIAN
24
Mariner Independent Advisor Network
Kansas
$3.19M +$1.16M +19,806 +57%
OCM
25
One Capital Management
California
$3.18M +$585K +10,010 +23%
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