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iShares California Muni Bond ETF
CMF

Overview Fund Activity

174 hedge funds and large institutions have $923M invested in iShares California Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.27%
New
23
Increased
69
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$197M
2
Jane Street
Jane Street
New York
$28.2M
3
BRWM
B. Riley Wealth Management
Tennessee
$21M
4
NFG
NewFocus Financial Group
Washington
$19.9M
5
Ameriprise
Ameriprise
Minnesota
$22.7M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$31.6M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$345K
4
Osaic Holdings
Osaic Holdings
Arizona
$2.38M
5
MWM
Mission Wealth Management
California
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$197M +$87.5M +1,408,107 +80%
Morgan Stanley
2
Morgan Stanley
New York
$101M +$3.02M +48,526 +3%
Bank of America
3
Bank of America
North Carolina
$85M +$10M +160,915 +13%
MWM
4
Mission Wealth Management
California
$53.3M -$4.42M -71,171 -8%
MMA
5
Miracle Mile Advisors
California
$31.6M -$15.4M -247,566 -33%
Jane Street
6
Jane Street
New York
$28.2M +$28.2M +453,407 New
Qube Research & Technologies (QRT)
7
Qube Research & Technologies (QRT)
United Kingdom
$24.8M +$5.47M +87,953 +28%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$23.4M +$7.87M +126,681 +51%
B
9
Bailard
California
$23.3M -$593K -9,546 -2%
Ameriprise
10
Ameriprise
Minnesota
$22.7M +$11.5M +184,521 +103%
BRWM
11
B. Riley Wealth Management
Tennessee
$21M +$20.3M +338,508 +2,666%
NFG
12
NewFocus Financial Group
Washington
$19.9M +$15.7M +252,527 +376%
LPL Financial
13
LPL Financial
California
$19.1M +$3.12M +50,241 +20%
Goldman Sachs
14
Goldman Sachs
New York
$13.8M +$644K +10,355 +5%
Wells Fargo
15
Wells Fargo
California
$12.2M +$152K +2,449 +1%
UBS Group
16
UBS Group
Switzerland
$12.1M -$340K -5,463 -3%
PFA
17
Pure Financial Advisors
California
$10.5M -$82.8K -1,332 -0.8%
EWF
18
Epstein & White Financial
California
$9.26M -$1.54M -24,729 -14%
PA
19
Parkside Advisors
California
$8.88M +$142K +2,284 +2%
FFA
20
First Foundation Advisors
California
$8.17M +$470K +7,569 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.99M -$1.24K -20 -0%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.78M -$934K -15,020 -11%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$7.46M +$716K +11,537 +11%
PS
24
Portfolio Solutions
Michigan
$7M +$3.04M +48,885 +77%
BZWA
25
Blue Zone Wealth Advisors
California
$6.61M -$183K -2,948 -3%
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