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iShares California Muni Bond ETF
CMF

Overview Fund Activity

57 hedge funds and large institutions have $134M invested in iShares California Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$22.6M
2
Jane Street
2
Jane Street
New York
$3.59M
3
B
3
Bailard
California
$9.39M
4
Betterment LLC
4
Betterment LLC
New York
$1.71M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.56M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$18.8M
2
MA
2
MUFG Americas
New York
$693K
3
Wells Fargo
3
Wells Fargo
California
$3.75M
4
FFA
4
First Foundation Advisors
California
$0
5
AI
5
Atria Investments
North Carolina
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$520K +$82.6K +1,396 +19%
PWM
27
Perigon Wealth Management
California
$498K +$121K +2,046 +32%
BOS
28
Bank of Stockton
California
$450K – – –
AI
29
Atria Investments
North Carolina
$430K -$415K -7,026 -49%
BJL
30
Brighton Jones LLC
Washington
$406K – – –
MCM
31
Millie Capital Management
California
$393K – – –
FC
32
FCA Corp
Texas
$385K -$17.7K -300 -4%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$347K +$6.98K +118 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$337K +$337K +5,706 New
CAN
35
Cetera Advisor Networks
California
$335K -$4.49K -76 -1%
RW
36
Rand Wealth
Maryland
$303K – – –
Stifel Financial
37
Stifel Financial
Missouri
$303K – – –
BAAM
38
Baker Avenue Asset Management
California
$300K – – –
Goldman Sachs
39
Goldman Sachs
New York
$293K +$293K +4,956 New
Ameriprise
40
Ameriprise
Minnesota
$262K +$16.5K +280 +7%
FAAS
41
First Allied Advisory Services
California
$251K +$28.7K +486 +13%
ASN
42
Advisory Services Network
Georgia
$237K – – –
SEIA
43
Signature Estate & Investment Advisors
California
$237K +$64.3K +1,088 +37%
PAS
44
Partnervest Advisory Services
California
$236K – – –
CCM
45
Coe Capital Management
Illinois
$234K – – –
WCM
46
Wealthcare Capital Management
Virginia
$219K +$11.2K +190 +5%
BOTW
47
Bank of the West
California
$212K -$30.7K -520 -13%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$167K – – –
DADC
49
D.A. Davidson & Co
Montana
$133K +$47.4K +804 +55%
Barclays
50
Barclays
United Kingdom
$128K +$128K +2,164 New
1
2
3