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iShares California Muni Bond ETF
CMF

Overview Fund Activity

58 hedge funds and large institutions have $133M invested in iShares California Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$31M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.7M
3
Bank of America
3
Bank of America
North Carolina
$18.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.73M
5
Jane Street
5
Jane Street
New York
$1.19M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$4.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$436K +$14.3K +242 +3%
FFA
27
First Foundation Advisors
California
$430K +$430K +7,302 New
BJL
28
Brighton Jones LLC
Washington
$404K – – –
FC
29
FCA Corp
Texas
$402K +$94.3K +1,600 +31%
MCM
30
Millie Capital Management
California
$391K +$391K +6,640 New
PWM
31
Perigon Wealth Management
California
$376K +$37.6K +638 +11%
CAN
32
Cetera Advisor Networks
California
$339K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$339K – – –
RW
34
Rand Wealth
Maryland
$305K +$62.2K +1,046 +26%
Stifel Financial
35
Stifel Financial
Missouri
$302K +$22.4K +380 +8%
BAAM
36
Baker Avenue Asset Management
California
$299K +$299K +5,080 New
Ameriprise
37
Ameriprise
Minnesota
$245K +$8.26K +140 +3%
BOTW
38
Bank of the West
California
$242K +$242K +4,110 New
ASN
39
Advisory Services Network
Georgia
$240K – – –
EWM
40
Empirical Wealth Management
Washington
$236K +$706 +12 +0.3%
CNB
41
City National Bank
California
$235K – – –
Deutsche Bank
42
Deutsche Bank
Germany
$235K – – –
PAS
43
Partnervest Advisory Services
California
$235K – – –
CCM
44
Coe Capital Management
Illinois
$233K – – –
FAAS
45
First Allied Advisory Services
California
$222K +$222K +3,760 New
QCMC
46
Quantum Capital Management (California)
California
$213K -$67.1K -1,138 -24%
WCM
47
Wealthcare Capital Management
Virginia
$207K – – –
SEIA
48
Signature Estate & Investment Advisors
California
$172K -$58.7K -998 -25%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$167K – – –
DADC
50
D.A. Davidson & Co
Montana
$85K +$85K +1,452 New
1
2
3