CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

48 hedge funds and large institutions have $93.4M invested in iShares California Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$19.1M
2
Morgan Stanley
Morgan Stanley
New York
$19.6M
3
PI
Placemark Investments
Illinois
$1.97M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$3.94M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$906K

Top Sellers

1
MA
MUFG Americas
New York
$3.64M
2
Jane Street
Jane Street
New York
$2.36M
3
FFA
First Foundation Advisors
California
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$0
5
Barclays
Barclays
United Kingdom
$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
26
FCA Corp
Texas
$295K – – –
BOTW
27
Bank of the West
California
$279K – – –
QCMC
28
Quantum Capital Management (California)
California
$269K – – –
VKH
29
Virtu KCG Holdings
New York
$266K +$266K +4,692 New
WCM
30
Wealthcare Capital Management
Virginia
$249K +$249K +4,396 New
CAN
31
Cetera Advisor Networks
California
$243K – – –
SEIA
32
Signature Estate & Investment Advisors
California
$243K +$1.58K +28 +0.7%
Deutsche Bank
33
Deutsche Bank
Germany
$226K – – –
CNB
34
City National Bank
California
$226K +$226K +3,994 New
EWM
35
Empirical Wealth Management
Washington
$225K +$792 +14 +0.4%
CCM
36
Coe Capital Management
Illinois
$224K – – –
AL
37
Aspiriant LLC
California
$217K +$217K +3,834 New
PAS
38
Partnervest Advisory Services
California
$165K -$35.8K -630 -18%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$160K – – –
WA
40
Winfield Associates
Ohio
$116K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$70K +$51K +904 +267%
TIM
42
Tortoise Investment Management
New York
$57K – – –
CCS
43
Crosspoint Capital Strategies
California
$55K – – –
Ameriprise
44
Ameriprise
Minnesota
$40K – – –
GI
45
Gradient Investments
Minnesota
$40K – – –
AssetMark Inc
46
AssetMark Inc
California
$19K +$1.12K +20 +6%
NES
47
New England Securities
New York
$10K +$7.53K +134 +305%
FIG
48
Fusion Investment Group
Pennsylvania
$9K – – –
FFA
49
First Foundation Advisors
California
– -$563K -10,346 Closed
Bank of New York Mellon
50
Bank of New York Mellon
New York
– -$427K -7,850 Closed
1
2
3