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iShares California Muni Bond ETF
CMF

Overview Fund Activity

175 hedge funds and large institutions have $955M invested in iShares California Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
21
Increased
73
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$244M
2
Ameriprise
Ameriprise
Minnesota
$35.3M
3
LPL Financial
LPL Financial
California
$29.1M
4
Wells Fargo
Wells Fargo
California
$15.5M
5
Jane Street
Jane Street
New York
$8.99M

Top Sellers

1
CCFM
Clear Creek Financial Management
Washington
$0
2
PA
Parkside Advisors
California
$0
3
Bank of America
Bank of America
North Carolina
$83.6M
4
Principal Financial Group
Principal Financial Group
Iowa
$2.68M
5
AssetMark Inc
AssetMark Inc
California
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$244M +$29.7M +472,631 +14%
Morgan Stanley
2
Morgan Stanley
New York
$111M +$1.63M +25,873 +1%
Bank of America
3
Bank of America
North Carolina
$83.6M -$5.26M -83,658 -6%
MWM
4
Mission Wealth Management
California
$53.3M -$1.41M -22,403 -3%
Ameriprise
5
Ameriprise
Minnesota
$35.3M +$7.67M +122,138 +28%
MMA
6
Miracle Mile Advisors
California
$31.9M -$1.31M -20,910 -4%
LPL Financial
7
LPL Financial
California
$29.1M +$2.68M +42,708 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$24M -$1.54M -24,564 -6%
B
9
Bailard
California
$23M +$400K +6,365 +2%
NFG
10
NewFocus Financial Group
Washington
$17.4M -$1.87M -29,767 -10%
Wells Fargo
11
Wells Fargo
California
$15.5M +$2.53M +40,336 +20%
UBS Group
12
UBS Group
Switzerland
$12.1M +$215K +3,427 +2%
PFA
13
Pure Financial Advisors
California
$12M +$1.58M +25,103 +15%
MA
14
MUFG Americas
New York
$10.9M -$983K -15,653 -8%
FFA
15
First Foundation Advisors
California
$10.7M -$1.42M -22,543 -12%
EWF
16
Epstein & White Financial
California
$9.24M -$33K -526 -0.4%
Jane Street
17
Jane Street
New York
$8.99M +$1.84M +29,293 +26%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.4M +$444K +7,066 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.08M +$654K +10,404 +9%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$7.9M +$344K +5,475 +5%
TW
21
Towerpoint Wealth
California
$7.35M +$417K +6,635 +6%
SC
22
Slow Capital
California
$7.19M +$259K +4,116 +4%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$7.14M -$1.98M -31,576 -22%
PS
24
Portfolio Solutions
Michigan
$7.11M – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7M +$685K +10,901 +11%
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