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iShares California Muni Bond ETF
CMF

Overview Fund Activity

48 hedge funds and large institutions have $83.1M invested in iShares California Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15M
2
MA
2
MUFG Americas
New York
$4.92M
3
B
3
Bailard
California
$4.25M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$955K
5
FFA
5
First Foundation Advisors
California
$563K

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$9.36M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$307K
3
Jane Street
3
Jane Street
New York
$3.02M
4
Wells Fargo
4
Wells Fargo
California
$3.46M
5
AI
5
Atria Investments
North Carolina
$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
26
FCA Corp
Texas
$285K – – –
BOTW
27
Bank of the West
California
$268K -$118K -2,178 -31%
QCMC
28
Quantum Capital Management (California)
California
$258K -$48.8K -898 -16%
AI
29
Atria Investments
North Carolina
$257K -$780K -14,350 -75%
CAN
30
Cetera Advisor Networks
California
$233K – – –
SEIA
31
Signature Estate & Investment Advisors
California
$232K -$326 -6 -0.1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$224K +$224K +4,112 New
Deutsche Bank
33
Deutsche Bank
Germany
$217K -$238K -4,390 -52%
EWM
34
Empirical Wealth Management
Washington
$216K -$46K -844 -18%
CCM
35
Coe Capital Management
Illinois
$215K +$215K +3,960 New
PAS
36
Partnervest Advisory Services
California
$192K +$109 +2 +0.1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$154K – – –
ASN
38
Advisory Services Network
Georgia
$119K +$119K +2,186 New
WA
39
Winfield Associates
Ohio
$112K +$112K +2,052 New
CCS
40
Crosspoint Capital Strategies
California
$55K +$55K +964 New
TIM
41
Tortoise Investment Management
New York
$54K – – –
GI
42
Gradient Investments
Minnesota
$38K – – –
Ameriprise
43
Ameriprise
Minnesota
$38K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$18K – – –
AssetMark Inc
45
AssetMark Inc
California
$17K – – –
FIG
46
Fusion Investment Group
Pennsylvania
$8K +$8K +152 New
JG
47
Jefferies Group
New York
$6K -$381K -6,472 -98%
NES
48
New England Securities
New York
$2K -$11.8K -260 -86%
VKH
49
Virtu KCG Holdings
New York
– -$747K -13,728 Closed
Comerica Bank
50
Comerica Bank
Texas
– -$571K -10,490 Closed
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2
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