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iShares California Muni Bond ETF
CMF

Overview Fund Activity

84 hedge funds and large institutions have $279M invested in iShares California Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
26
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mission Wealth Management
California
$45.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$30.4M
3
Bank of America
3
Bank of America
North Carolina
$54.4M
4
FFA
4
First Foundation Advisors
California
$6.65M
5
NFG
5
NewFocus Financial Group
Washington
$5.25M

Top Sellers

1
MA
1
MUFG Americas
New York
$948K
2
B
2
Bailard
California
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RMC
4
Regis Management Company
California
$0
5
Wells Fargo
5
Wells Fargo
California
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHPM
26
Emery Howard Portfolio Management
California
$1.49M +$1.49M +25,864 New
GC
27
Garde Capital
Washington
$1.25M +$293K +5,082 +31%
HWA
28
HCR Wealth Advisors
California
$1.17M +$1.17M +20,310 New
PWM
29
Perigon Wealth Management
California
$1.11M +$534K +9,270 +92%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$993K +$227K +3,936 +30%
MA
31
MUFG Americas
New York
$948K -$5.63M -97,462 -86%
Citadel Advisors
32
Citadel Advisors
Florida
$794K +$794K +13,758 New
IA
33
IFP Advisors
Florida
$755K +$51.2K +886 +7%
WA
34
Winfield Associates
Ohio
$746K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$733K -$142K -2,464 -16%
AG
36
Advisor Group
Arizona
$712K +$54.3K +940 +8%
FAAS
37
First Allied Advisory Services
California
$656K +$51.9K +900 +9%
DADC
38
D.A. Davidson & Co
Montana
$645K +$66.4K +1,152 +11%
WT
39
Whittier Trust
California
$632K – – –
CAM
40
Caprin Asset Management
Virginia
$593K -$99.9K -1,730 -14%
Fisher Asset Management
41
Fisher Asset Management
Washington
$517K – – –
PS
42
Portfolio Solutions
Michigan
$501K +$501K +8,672 New
Citigroup
43
Citigroup
New York
$491K +$68.5K +1,188 +16%
FC
44
FCA Corp
Texas
$478K +$49.7K +860 +12%
BJL
45
Brighton Jones LLC
Washington
$396K – – –
MCM
46
Millie Capital Management
California
$383K – – –
BCI
47
Brinker Capital Investments
Pennsylvania
$379K -$152K -2,626 -29%
RW
48
Rand Wealth
Maryland
$365K +$137K +2,368 +60%
HighTower Advisors
49
HighTower Advisors
Illinois
$360K -$169K -2,928 -32%
KSA
50
Ken Stern & Associates
California
$339K +$339K +5,874 New
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