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iShares California Muni Bond ETF
CMF

Overview Fund Activity

69 hedge funds and large institutions have $141M invested in iShares California Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
23
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$34.3M
2
LPL Financial
2
LPL Financial
California
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.8M
4
BPC
4
Banque Pictet & Cie
Switzerland
$1.3M
5
PNAA
5
Pictet North America Advisors
Switzerland
$1.3M

Top Sellers

1
B
1
Bailard
California
$0
2
PFA
2
Pure Financial Advisors
California
$7.02M
3
ASN
3
Advisory Services Network
Georgia
$0
4
Jane Street
4
Jane Street
New York
$2.39M
5
UBS Group
5
UBS Group
Switzerland
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$686K +$19.5K +330 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$673K +$360K +6,086 +115%
WT
28
Whittier Trust
California
$667K – – –
WA
29
Winfield Associates
Ohio
$592K – – –
AL
30
Aspiriant LLC
California
$580K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$580K +$18.1K +306 +3%
Fisher Asset Management
32
Fisher Asset Management
Washington
$562K – – –
FC
33
FCA Corp
Texas
$513K – – –
BJL
34
Brighton Jones LLC
Washington
$405K – – –
MCM
35
Millie Capital Management
California
$392K – – –
DADC
36
D.A. Davidson & Co
Montana
$377K +$93.2K +1,578 +33%
Citigroup
37
Citigroup
New York
$368K +$75.1K +1,272 +26%
MWM
38
Mission Wealth Management
California
$366K -$8.39K -142 -2%
IA
39
IFP Advisors
Florida
$366K +$366K +6,202 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$340K – – –
AI
41
Atria Investments
North Carolina
$334K -$22.7K -382 -6%
HighTower Advisors
42
HighTower Advisors
Illinois
$324K +$22.8K +386 +8%
Stifel Financial
43
Stifel Financial
Missouri
$321K +$53.4K +904 +20%
BIM
44
BlackRock Investment Management
Delaware
$318K -$17.7K -300 -5%
FAAS
45
First Allied Advisory Services
California
$312K -$2.71K -46 -0.9%
FFA
46
First Foundation Advisors
California
$302K +$302K +5,106 New
BAAM
47
Baker Avenue Asset Management
California
$300K – – –
LGWM
48
Litman Gregory Wealth Management
California
$294K +$294K +4,974 New
CAN
49
Cetera Advisor Networks
California
$291K – – –
CS
50
Credit Suisse
Switzerland
$285K -$92.1K -1,560 -24%
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