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iShares California Muni Bond ETF
CMF

Overview Fund Activity

162 hedge funds and large institutions have $727M invested in iShares California Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
19
Increased
52
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.9M
3
EWF
Epstein & White Financial
California
$10.5M
4
Goldman Sachs
Goldman Sachs
New York
$12.8M
5
Citadel Advisors
Citadel Advisors
Florida
$6.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$107M
2
MMA
Miracle Mile Advisors
California
$45.7M
3
UBS Group
UBS Group
Switzerland
$12.1M
4
Principal Financial Group
Principal Financial Group
Iowa
$2.43M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$107M -$115M -1,906,434 -52%
Morgan Stanley
2
Morgan Stanley
New York
$95.8M +$43.5M +718,819 +83%
Bank of America
3
Bank of America
North Carolina
$73M -$1.67M -27,576 -2%
MWM
4
Mission Wealth Management
California
$56.2M +$1.7M +28,067 +3%
MMA
5
Miracle Mile Advisors
California
$45.7M -$11.5M -190,430 -20%
B
6
Bailard
California
$23.2M +$13.7K +227 +0.1%
Qube Research & Technologies (QRT)
7
Qube Research & Technologies (QRT)
United Kingdom
$18.9M +$16.7M +276,476 +785%
LPL Financial
8
LPL Financial
California
$15.5M +$1.07M +17,625 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$15.1M -$1.22M -20,133 -7%
Goldman Sachs
10
Goldman Sachs
New York
$12.8M +$9.63M +159,075 +305%
UBS Group
11
UBS Group
Switzerland
$12.1M -$10.8M -178,469 -47%
Wells Fargo
12
Wells Fargo
California
$11.7M -$2M -33,044 -15%
Ameriprise
13
Ameriprise
Minnesota
$11M +$129K +2,111 +1%
EWF
14
Epstein & White Financial
California
$10.5M +$10.5M +173,651 New
PFA
15
Pure Financial Advisors
California
$10.3M -$1.39M -23,038 -12%
MA
16
MUFG Americas
New York
$9.83M +$139K +2,293 +1%
PA
17
Parkside Advisors
California
$8.51M +$1.7M +28,099 +25%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.49M -$888K -14,678 -9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$7.78M -$472K -7,796 -6%
FFA
20
First Foundation Advisors
California
$7.5M +$98.4K +1,626 +1%
BZWA
21
Blue Zone Wealth Advisors
California
$6.62M -$802K -13,251 -11%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$6.6M +$24.7K +407 +0.4%
A
23
AdvicePeriod
California
$6.56M -$823K -13,606 -11%
Citadel Advisors
24
Citadel Advisors
Florida
$6.2M +$6.2M +102,515 New
FI
25
FormulaFolio Investments
Michigan
$6.18M +$1.39M +22,964 +29%
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