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iShares California Muni Bond ETF

43 hedge funds and large institutions have $94M invested in iShares California Muni Bond ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BOTW
26
Bank of the West
California
$387K -$338K -6,204 -47%
BJL
27
Brighton Jones LLC
Washington
$373K
JG
28
Jefferies Group
New York
$358K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$346K
QCMC
30
Quantum Capital Management (California)
California
$308K +$46.5K +852 +18%
FC
31
FCA Corp
Texas
$284K
EWM
32
Empirical Wealth Management
Washington
$262K +$4.47K +82 +2%
CAN
33
Cetera Advisor Networks
California
$234K
SEIA
34
Signature Estate & Investment Advisors
California
$233K +$6.76K +124 +3%
PAS
35
Partnervest Advisory Services
California
$192K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$154K
TIM
37
Tortoise Investment Management
New York
$54K
GI
38
Gradient Investments
Minnesota
$38K
Ameriprise
39
Ameriprise
Minnesota
$38K +$11K +204 +41%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$18K +$18K +338 New
NES
41
New England Securities
New York
$17K -$224 -4 -1%
AssetMark Inc
42
AssetMark Inc
California
$17K +$17K +320 New
MFS
43
MSI Financial Services
Massachusetts
$6K -$153K -3,016 -96%
Nomura Holdings
44
Nomura Holdings
Japan
-$2.37M -43,846 Closed
PAM
45
Panagora Asset Management
Massachusetts
-$1.65M -30,426 Closed
HW
46
Hancock Whitney
Mississippi
-$771K -14,266 Closed
TCM
47
Telos Capital Management
California
-$505K -9,340 Closed
CCM
48
Coe Capital Management
Illinois
-$214K -3,960 Closed
US Bancorp
49
US Bancorp
Minnesota
-$204K -3,772 Closed
Creative Planning
50
Creative Planning
Kansas
-$36K -666 Closed