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iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $596M invested in iShares California Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
54
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$144M
2
MMA
Miracle Mile Advisors
California
$34.4M
3
UBS Group
UBS Group
Switzerland
$24.1M
4
FI
FormulaFolio Investments
Michigan
$8.01M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.44M

Top Sellers

1
MWM
Mission Wealth Management
California
$61M
2
FCA
FLC Capital Advisors
California
$600K
3
A
AdvicePeriod
California
$6.88M
4
PS
Portfolio Solutions
Michigan
$4.41M
5
Ameriprise
Ameriprise
Minnesota
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$144M +$20.1M +337,005 +16%
Bank of America
2
Bank of America
North Carolina
$72.7M -$13.8K -232 -0%
MWM
3
Mission Wealth Management
California
$61M -$6.87M -115,338 -10%
Morgan Stanley
4
Morgan Stanley
New York
$48.4M -$950K -15,941 -2%
MMA
5
Miracle Mile Advisors
California
$34.4M +$6.34M +106,421 +23%
UBS Group
6
UBS Group
Switzerland
$24.1M +$4.81M +80,774 +25%
B
7
Bailard
California
$21M +$1.41M +23,633 +7%
PFA
8
Pure Financial Advisors
California
$12.8M +$262K +4,404 +2%
Ameriprise
9
Ameriprise
Minnesota
$10.1M -$1.41M -23,629 -12%
LPL Financial
10
LPL Financial
California
$9.39M +$326K +5,464 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.77M +$1.89M +31,646 +27%
Wells Fargo
12
Wells Fargo
California
$8.07M +$1.48M +24,804 +22%
FI
13
FormulaFolio Investments
Michigan
$8.01M +$3.96M +66,381 +98%
A
14
AdvicePeriod
California
$6.88M -$1.8M -30,212 -21%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$6.41M +$619K +10,406 +11%
SC
16
Slow Capital
California
$5.85M +$660K +11,072 +13%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.58M +$854K +14,325 +18%
TW
18
Towerpoint Wealth
California
$4.75M +$729K +12,230 +18%
PS
19
Portfolio Solutions
Michigan
$4.41M -$1.62M -27,228 -27%
WP
20
WealthSource Partners
California
$4.41M +$175K +2,934 +4%
Betterment LLC
21
Betterment LLC
New York
$3.79M -$1.03M -17,309 -21%
MIAN
22
Mariner Independent Advisor Network
Kansas
$3.69M +$450K +7,586 +14%
PA
23
Parkside Advisors
California
$3.5M -$124K -2,083 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.44M +$3.16M +52,985 +1,122%
BCM
25
Boltwood Capital Management
California
$3.21M -$332K -5,566 -9%
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