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iShares California Muni Bond ETF
CMF

Overview Fund Activity

79 hedge funds and large institutions have $196M invested in iShares California Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
32
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$43.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.1M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.08M
5
MA
5
MUFG Americas
New York
$6.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.5M
2
Jane Street
2
Jane Street
New York
$412K
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
BPC
4
Banque Pictet & Cie
Switzerland
$2.75M
5
PNAA
5
Pictet North America Advisors
Switzerland
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$914K +$163K +2,704 +22%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$800K +$160K +2,654 +25%
WA
28
Winfield Associates
Ohio
$780K +$12.1K +200 +2%
BOS
29
Bank of Stockton
California
$773K – – –
IA
30
IFP Advisors
Florida
$736K +$324K +5,360 +78%
CAM
31
Caprin Asset Management
Virginia
$724K -$22.2K -368 -3%
AG
32
Advisor Group
Arizona
$687K +$213K +3,536 +45%
WT
33
Whittier Trust
California
$660K – – –
FAAS
34
First Allied Advisory Services
California
$632K +$397K +6,570 +169%
PWM
35
Perigon Wealth Management
California
$606K -$114K -1,894 -16%
DADC
36
D.A. Davidson & Co
Montana
$605K +$141K +2,334 +30%
HighTower Advisors
37
HighTower Advisors
Illinois
$554K +$243K +4,014 +78%
BCI
38
Brinker Capital Investments
Pennsylvania
$554K +$525K +8,704 +1,813%
Fisher Asset Management
39
Fisher Asset Management
Washington
$540K – – –
FC
40
FCA Corp
Texas
$448K – – –
Citigroup
41
Citigroup
New York
$442K -$785K -13,012 -64%
ECM
42
Evergreen Capital Management
Washington
$422K +$422K +7,000 New
BJL
43
Brighton Jones LLC
Washington
$414K – – –
Jane Street
44
Jane Street
New York
$412K -$2.34M -38,670 -85%
MCM
45
Millie Capital Management
California
$400K -$603 -10 -0.2%
DWM
46
Destination Wealth Management
California
$331K +$331K +5,478 New
PAS
47
Partnervest Advisory Services
California
$323K -$49.8K -826 -13%
AW
48
ACG Wealth
Georgia
$318K +$1.33K +22 +0.4%
AI
49
Atria Investments
North Carolina
$313K -$208K -3,448 -40%
LGWM
50
Litman Gregory Wealth Management
California
$300K – – –
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2
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