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iShares California Muni Bond ETF
CMF

Overview Fund Activity

52 hedge funds and large institutions have $115M invested in iShares California Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$27.1M
2
Citigroup
Citigroup
New York
$2.36M
3
B
Bailard
California
$6.67M
4
U
UBS
Switzerland
$7.27M
5
Morgan Stanley
Morgan Stanley
New York
$21.9M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$239K
3
PI
Placemark Investments
Illinois
$746K
4
AIG
American International Group
New York
$12.7K
5
PFA
Pure Financial Advisors
California
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$336K +$25.8K +442 +8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$336K +$185K +3,160 +122%
PWM
28
Perigon Wealth Management
California
$335K +$335K +5,746 New
FC
29
FCA Corp
Texas
$305K – – –
QCMC
30
Quantum Capital Management (California)
California
$277K – – –
Stifel Financial
31
Stifel Financial
Missouri
$277K +$277K +4,750 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$239K -$1.69M -28,942 -88%
RW
33
Rand Wealth
Maryland
$238K – – –
Ameriprise
34
Ameriprise
Minnesota
$234K +$20.4K +350 +10%
ASN
35
Advisory Services Network
Georgia
$234K +$234K +4,018 New
Deutsche Bank
36
Deutsche Bank
Germany
$233K – – –
CNB
37
City National Bank
California
$233K – – –
EWM
38
Empirical Wealth Management
Washington
$233K +$699 +12 +0.3%
PAS
39
Partnervest Advisory Services
California
$233K +$9.93K +170 +4%
CCM
40
Coe Capital Management
Illinois
$231K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$231K +$77.1K +1,322 +50%
SEIA
42
Signature Estate & Investment Advisors
California
$229K -$27K -462 -11%
AL
43
Aspiriant LLC
California
$224K – – –
WCM
44
Wealthcare Capital Management
Virginia
$206K – – –
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$165K – – –
Barclays
46
Barclays
United Kingdom
$141K – – –
GI
47
Gradient Investments
Minnesota
$41K – – –
TIM
48
Tortoise Investment Management
New York
$18K -$42K -700 -70%
NFG
49
Next Financial Group
Texas
$15K +$15K +260 New
AIG
50
American International Group
New York
$12.7K -$160K -2,750 -93%
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