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iShares California Muni Bond ETF
CMF

Overview Fund Activity

70 hedge funds and large institutions have $177M invested in iShares California Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
24
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$16M
2
LPL Financial
2
LPL Financial
California
$17.2M
3
MA
3
MUFG Americas
New York
$5.3M
4
BPC
4
Banque Pictet & Cie
Switzerland
$3.54M
5
PNAA
5
Pictet North America Advisors
Switzerland
$3.54M

Top Sellers

1
NFG
1
NewFocus Financial Group
Washington
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
PWM
3
Perigon Wealth Management
California
$0
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$5.21M
5
UCFA
5
United Capital Financial Advisors
Texas
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
26
Virtu KCG Holdings
New York
$669K +$669K +11,208 New
WT
27
Whittier Trust
California
$653K -$21.5K -360 -3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$633K -$319K -5,340 -33%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$588K +$1.43K +24 +0.2%
AL
30
Aspiriant LLC
California
$586K – – –
Fisher Asset Management
31
Fisher Asset Management
Washington
$538K -$33.3K -554 -6%
FC
32
FCA Corp
Texas
$521K +$2.39K +40 +0.5%
AI
33
Atria Investments
North Carolina
$495K +$160K +2,690 +48%
BJL
34
Brighton Jones LLC
Washington
$409K – – –
RJA
35
Raymond James & Associates
Florida
$409K +$409K +6,858 New
MWM
36
Mission Wealth Management
California
$407K +$37.1K +622 +10%
MCM
37
Millie Capital Management
California
$396K – – –
DADC
38
D.A. Davidson & Co
Montana
$391K +$10.8K +182 +3%
FAAS
39
First Allied Advisory Services
California
$379K +$64.3K +1,082 +20%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$343K – – –
UCFA
41
United Capital Financial Advisors
Texas
$342K -$426K -7,134 -55%
HighTower Advisors
42
HighTower Advisors
Illinois
$328K – – –
Stifel Financial
43
Stifel Financial
Missouri
$324K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$308K -$370K -6,206 -55%
FFA
45
First Foundation Advisors
California
$305K – – –
LGWM
46
Litman Gregory Wealth Management
California
$297K – – –
BIM
47
BlackRock Investment Management
Delaware
$295K -$26.4K -442 -8%
CAN
48
Cetera Advisor Networks
California
$286K -$8.37K -140 -3%
PAS
49
Partnervest Advisory Services
California
$265K +$22.7K +380 +9%
RW
50
Rand Wealth
Maryland
$236K -$47.3K -792 -17%
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