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iShares California Muni Bond ETF
CMF

Overview Fund Activity

146 hedge funds and large institutions have $730M invested in iShares California Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
3.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
18
Increased
59
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$193M
2
MMA
Miracle Mile Advisors
California
$54.4M
3
Principal Financial Group
Principal Financial Group
Iowa
$18M
4
Jane Street
Jane Street
New York
$6.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$15.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$1.54M
2
UBS Group
UBS Group
Switzerland
$26.9M
3
GSWM
Golden State Wealth Management
California
$51K
4
MWM
Mission Wealth Management
California
$55.6M
5
PFA
Pure Financial Advisors
California
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$193M +$18.3M +298,454 +10%
Bank of America
2
Bank of America
North Carolina
$76.9M +$2M +32,712 +3%
MWM
3
Mission Wealth Management
California
$55.6M -$1.24M -20,226 -2%
MMA
4
Miracle Mile Advisors
California
$54.4M +$16.3M +265,545 +43%
Morgan Stanley
5
Morgan Stanley
New York
$53.4M +$1.45M +23,585 +3%
UBS Group
6
UBS Group
Switzerland
$26.9M -$1.96M -32,029 -7%
B
7
Bailard
California
$24M +$2.52M +41,048 +12%
Principal Financial Group
8
Principal Financial Group
Iowa
$18M +$9.55M +155,910 +113%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$15.1M +$2.88M +46,936 +23%
LPL Financial
10
LPL Financial
California
$13.2M +$2M +32,589 +18%
PFA
11
Pure Financial Advisors
California
$12.3M -$1.14M -18,535 -8%
Ameriprise
12
Ameriprise
Minnesota
$10.6M +$871K +14,212 +9%
Wells Fargo
13
Wells Fargo
California
$10.5M +$2.66M +43,374 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.59M +$472K +7,695 +5%
A
15
AdvicePeriod
California
$7.11M +$674K +10,991 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.91M +$978K +15,956 +16%
Jane Street
17
Jane Street
New York
$6.9M +$6.9M +112,599 New
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$6.67M -$11.2K -183 -0.2%
TW
19
Towerpoint Wealth
California
$6.36M +$553K +9,025 +10%
SC
20
Slow Capital
California
$5.62M -$625K -10,196 -10%
PA
21
Parkside Advisors
California
$5.03M +$1.34M +21,856 +36%
FI
22
FormulaFolio Investments
Michigan
$4.85M -$129K -2,097 -3%
MIAN
23
Mariner Independent Advisor Network
Kansas
$4.81M +$532K +8,698 +12%
PS
24
Portfolio Solutions
Michigan
$4.54M – – –
Betterment LLC
25
Betterment LLC
New York
$4.52M – – –
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