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iShares California Muni Bond ETF
CMF

Overview Fund Activity

61 hedge funds and large institutions have $120M invested in iShares California Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
6
Increased
21
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$3.27M
2
PFA
2
Pure Financial Advisors
California
$5.62M
3
B
3
Bailard
California
$11.1M
4
Betterment LLC
4
Betterment LLC
New York
$3.36M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$846K
3
UBS Group
3
UBS Group
Switzerland
$10.9M
4
Citigroup
4
Citigroup
New York
$322K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$549K +$549K +9,508 New
PWM
27
Perigon Wealth Management
California
$526K +$39.5K +684 +8%
BIM
28
BlackRock Investment Management
Delaware
$520K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$485K -$22.2K -384 -4%
BJL
30
Brighton Jones LLC
Washington
$434K +$37.9K +656 +10%
UCFA
31
United Capital Financial Advisors
Texas
$409K +$409K +7,082 New
AI
32
Atria Investments
North Carolina
$398K -$22.4K -388 -5%
MCM
33
Millie Capital Management
California
$384K – – –
BOS
34
Bank of Stockton
California
$381K -$57.7K -1,000 -13%
CS
35
Credit Suisse
Switzerland
$369K -$140K -2,420 -27%
FC
36
FCA Corp
Texas
$365K -$11.6K -200 -3%
OCM
37
One Capital Management
California
$350K +$350K +6,060 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$339K – – –
CAN
39
Cetera Advisor Networks
California
$335K – – –
Citigroup
40
Citigroup
New York
$322K -$444K -7,690 -58%
PAS
41
Partnervest Advisory Services
California
$305K +$74.5K +1,290 +32%
HighTower Advisors
42
HighTower Advisors
Illinois
$296K +$296K +5,124 New
BAAM
43
Baker Avenue Asset Management
California
$293K – – –
RW
44
Rand Wealth
Maryland
$289K -$7.63K -132 -3%
FAAS
45
First Allied Advisory Services
California
$288K +$42.2K +728 +17%
Goldman Sachs
46
Goldman Sachs
New York
$278K -$7.96K -138 -3%
Stifel Financial
47
Stifel Financial
Missouri
$262K -$34.7K -600 -12%
ASN
48
Advisory Services Network
Georgia
$262K +$29.9K +518 +13%
CCM
49
Coe Capital Management
Illinois
$229K – – –
DADC
50
D.A. Davidson & Co
Montana
$222K +$91.7K +1,588 +70%
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