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iShares California Muni Bond ETF
CMF

Overview Fund Activity

61 hedge funds and large institutions have $129M invested in iShares California Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
5
Increased
18
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Bailard
California
$16.5M
2
Bank of America
Bank of America
North Carolina
$25.7M
3
PFA
Pure Financial Advisors
California
$7.35M
4
Ameriprise
Ameriprise
Minnesota
$2.92M
5
UBS Group
UBS Group
Switzerland
$12.1M

Top Sellers

1
DWM
Destination Wealth Management
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$17.5M
3
Jane Street
Jane Street
New York
$2.64M
4
OCM
One Capital Management
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$558K – – –
FC
27
FCA Corp
Texas
$510K +$139K +2,368 +37%
BJL
28
Brighton Jones LLC
Washington
$403K -$38.5K -656 -9%
MCM
29
Millie Capital Management
California
$390K – – –
BOS
30
Bank of Stockton
California
$388K – – –
CS
31
Credit Suisse
Switzerland
$375K – – –
MWM
32
Mission Wealth Management
California
$372K +$372K +6,340 New
AI
33
Atria Investments
North Carolina
$352K -$52.1K -888 -13%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$338K -$6.93K -118 -2%
BIM
35
BlackRock Investment Management
Delaware
$334K -$194K -3,310 -37%
FAAS
36
First Allied Advisory Services
California
$314K +$21.6K +368 +7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$310K -$182K -3,110 -37%
HighTower Advisors
38
HighTower Advisors
Illinois
$298K -$1.4K -24 -0.5%
BAAM
39
Baker Avenue Asset Management
California
$298K – – –
RW
40
Rand Wealth
Maryland
$293K – – –
Citigroup
41
Citigroup
New York
$291K -$36.4K -620 -11%
CAN
42
Cetera Advisor Networks
California
$289K -$43.9K -748 -13%
ASN
43
Advisory Services Network
Georgia
$281K +$15.1K +258 +6%
DADC
44
D.A. Davidson & Co
Montana
$281K +$56.2K +960 +25%
Stifel Financial
45
Stifel Financial
Missouri
$266K – – –
PAS
46
Partnervest Advisory Services
California
$234K -$76.4K -1,300 -25%
CCM
47
Coe Capital Management
Illinois
$232K – – –
EWA
48
EP Wealth Advisors
California
$208K +$208K +3,550 New
QCMC
49
Quantum Capital Management (California)
California
$202K +$202K +3,434 New
SEIA
50
Signature Estate & Investment Advisors
California
$181K +$1.53K +26 +0.9%
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