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iShares California Muni Bond ETF
CMF

Overview Fund Activity

135 hedge funds and large institutions have $653M invested in iShares California Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
48
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$173M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$12.1M
3
Principal Financial Group
Principal Financial Group
Iowa
$8.34M
4
UBS Group
UBS Group
Switzerland
$28.5M
5
MMA
Miracle Mile Advisors
California
$37.7M

Top Sellers

1
MWM
Mission Wealth Management
California
$56.2M
2
FI
FormulaFolio Investments
Michigan
$4.92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$919K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
PNAA
Pictet North America Advisors
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$173M +$26.2M +432,246 +18%
Bank of America
2
Bank of America
North Carolina
$74.1M +$102K +1,685 +0.1%
MWM
3
Mission Wealth Management
California
$56.2M -$5.86M -96,598 -9%
Morgan Stanley
4
Morgan Stanley
New York
$51.4M +$2.15M +35,497 +4%
MMA
5
Miracle Mile Advisors
California
$37.7M +$2.73M +45,034 +8%
UBS Group
6
UBS Group
Switzerland
$28.5M +$4M +66,007 +16%
B
7
Bailard
California
$21.3M -$109K -1,793 -0.5%
PFA
8
Pure Financial Advisors
California
$13.2M +$214K +3,523 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$12.1M +$10.4M +170,971 +584%
LPL Financial
10
LPL Financial
California
$11.1M +$1.54M +25,479 +16%
Ameriprise
11
Ameriprise
Minnesota
$9.6M -$647K -10,677 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.03M +$98.8K +1,630 +1%
Principal Financial Group
13
Principal Financial Group
Iowa
$8.34M +$8.34M +137,500 New
Wells Fargo
14
Wells Fargo
California
$7.81M -$407K -6,716 -5%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$6.61M +$85.3K +1,410 +1%
A
16
AdvicePeriod
California
$6.37M -$627K -10,345 -9%
SC
17
Slow Capital
California
$6.18M +$231K +3,816 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.87M +$190K +3,126 +3%
TW
19
Towerpoint Wealth
California
$5.78M +$921K +15,094 +19%
FI
20
FormulaFolio Investments
Michigan
$4.92M -$3.22M -53,179 -40%
Betterment LLC
21
Betterment LLC
New York
$4.52M +$663K +10,937 +17%
PS
22
Portfolio Solutions
Michigan
$4.49M – – –
WP
23
WealthSource Partners
California
$4.33M -$157K -2,585 -3%
MIAN
24
Mariner Independent Advisor Network
Kansas
$4.23M +$468K +7,742 +12%
PA
25
Parkside Advisors
California
$3.65M +$92.9K +1,532 +3%
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