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iShares California Muni Bond ETF
CMF

Overview Fund Activity

90 hedge funds and large institutions have $266M invested in iShares California Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
33
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$47M
2
B
2
Bailard
California
$17.3M
3
Ameriprise
3
Ameriprise
Minnesota
$10M
4
UBS Group
4
UBS Group
Switzerland
$15.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.51M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$1.62M
2
Jane Street
2
Jane Street
New York
$5.42M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$763K
4
CSIA
4
Charles Schwab Investment Advisory
California
$29.4M
5
MWM
5
Mission Wealth Management
California
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.45M +$946K +16,088 +187%
BCM
27
Boltwood Capital Management
California
$1.37M +$1.37M +23,300 New
PWM
28
Perigon Wealth Management
California
$1.35M +$83.3K +1,416 +7%
HWA
29
HCR Wealth Advisors
California
$1.14M -$23.5K -400 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$763K -$1.01M -17,134 -57%
MA
31
MUFG Americas
New York
$763K -$235K -3,986 -24%
HighTower Advisors
32
HighTower Advisors
Illinois
$668K +$58.7K +994 +10%
FAAS
33
First Allied Advisory Services
California
$656K +$131K +2,230 +25%
WT
34
Whittier Trust
California
$644K – – –
WA
35
Winfield Associates
Ohio
$636K -$100K -1,700 -14%
BlackRock
36
BlackRock
New York
$630K -$136K -2,308 -18%
IA
37
IFP Advisors
Florida
$596K -$175K -2,972 -23%
DADC
38
D.A. Davidson & Co
Montana
$594K -$142K -2,414 -19%
AW
39
ACG Wealth
Georgia
$587K +$38.2K +650 +7%
AG
40
Advisor Group
Arizona
$568K -$32.7K -556 -5%
CAM
41
Caprin Asset Management
Virginia
$566K +$1.18K +20 +0.2%
Fisher Asset Management
42
Fisher Asset Management
Washington
$527K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$495K +$13.4K +228 +3%
FFA
44
First Foundation Advisors
California
$492K -$237K -4,032 -33%
FC
45
FCA Corp
Texas
$487K – – –
EHPM
46
Emery Howard Portfolio Management
California
$479K +$2.47K +42 +0.5%
BJL
47
Brighton Jones LLC
Washington
$445K +$41.3K +702 +10%
BCI
48
Brinker Capital Investments
Pennsylvania
$434K +$47.9K +814 +12%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$414K +$173K +2,942 +72%
Citigroup
50
Citigroup
New York
$412K -$16.5K -280 -4%
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