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iShares California Muni Bond ETF
CMF

Overview Fund Activity

81 hedge funds and large institutions have $252M invested in iShares California Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$7.82M
2
VKH
Virtu KCG Holdings
New York
$5.81M
3
B
Bailard
California
$13.7M
4
WP
WealthSource Partners
California
$3.54M
5
Ameriprise
Ameriprise
Minnesota
$7.73M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$39.5M
2
MWM
Mission Wealth Management
California
$36.1M
3
FFA
First Foundation Advisors
California
$720K
4
NFG
NewFocus Financial Group
Washington
$0
5
RBCM
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$1.25M +$123K +2,120 +11%
HWA
27
HCR Wealth Advisors
California
$1.15M -$34.9K -600 -3%
MA
28
MUFG Americas
New York
$986K +$31.1K +534 +3%
IA
29
IFP Advisors
Florida
$762K +$1.4K +24 +0.2%
BlackRock
30
BlackRock
New York
$757K +$757K +13,012 New
WA
31
Winfield Associates
Ohio
$727K -$24.8K -426 -3%
DADC
32
D.A. Davidson & Co
Montana
$727K +$77.2K +1,328 +12%
FFA
33
First Foundation Advisors
California
$720K -$5.97M -102,710 -89%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$705K -$295K -5,072 -29%
WT
35
Whittier Trust
California
$636K – – –
EWA
36
EP Wealth Advisors
California
$610K +$610K +10,492 New
HighTower Advisors
37
HighTower Advisors
Illinois
$600K +$237K +4,078 +65%
AG
38
Advisor Group
Arizona
$594K -$123K -2,120 -17%
CAM
39
Caprin Asset Management
Virginia
$558K -$39.6K -680 -7%
AW
40
ACG Wealth
Georgia
$543K +$234K +4,024 +76%
Fisher Asset Management
41
Fisher Asset Management
Washington
$521K – – –
FAAS
42
First Allied Advisory Services
California
$518K -$144K -2,466 -22%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$501K +$501K +8,612 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$492K +$165K +2,832 +50%
FC
45
FCA Corp
Texas
$481K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$477K +$219K +3,748 +85%
EHPM
47
Emery Howard Portfolio Management
California
$470K -$1.03M -17,774 -69%
Citigroup
48
Citigroup
New York
$423K -$71.9K -1,236 -15%
BJL
49
Brighton Jones LLC
Washington
$399K – – –
BCI
50
Brinker Capital Investments
Pennsylvania
$381K – – –
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