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iShares California Muni Bond ETF
CMF

Overview Fund Activity

91 hedge funds and large institutions have $285M invested in iShares California Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
37
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$4.98M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.9M
4
Bank of America
4
Bank of America
North Carolina
$49.3M
5
OCM
5
One Capital Management
California
$1.85M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$28.9M
3
AWS
3
AJ Wealth Strategies
New York
$1.28M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$4.37M
5
PWM
5
Perigon Wealth Management
California
$926K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.54M +$24.5K +414 +2%
GC
27
Garde Capital
Washington
$1.54M +$46.9K +792 +3%
AWS
28
AJ Wealth Strategies
New York
$1.28M -$789K -13,318 -38%
HWA
29
HCR Wealth Advisors
California
$1.15M +$10.1K +170 +0.9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.05M +$281K +4,746 +37%
RMC
31
Regis Management Company
California
$972K +$972K +16,404 New
PWM
32
Perigon Wealth Management
California
$926K -$428K -7,220 -32%
MA
33
MUFG Americas
New York
$761K -$7.83K -132 -1%
DADC
34
D.A. Davidson & Co
Montana
$681K +$83.1K +1,404 +14%
HighTower Advisors
35
HighTower Advisors
Illinois
$678K +$7.47K +126 +1%
CCM
36
Covington Capital Management
California
$664K +$664K +11,210 New
FAAS
37
First Allied Advisory Services
California
$660K – – –
WT
38
Whittier Trust
California
$648K – – –
WA
39
Winfield Associates
Ohio
$640K – – –
BlackRock
40
BlackRock
New York
$632K -$2.49K -42 -0.4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$630K +$213K +3,596 +51%
CAM
42
Caprin Asset Management
Virginia
$622K +$52.4K +884 +9%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$620K +$122K +2,060 +24%
Citigroup
44
Citigroup
New York
$596K +$181K +3,060 +44%
AG
45
Advisor Group
Arizona
$590K +$17.8K +300 +3%
FFA
46
First Foundation Advisors
California
$570K +$75K +1,266 +15%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$547K +$547K +9,230 New
Fisher Asset Management
48
Fisher Asset Management
Washington
$531K – – –
AW
49
ACG Wealth
Georgia
$521K -$70.9K -1,196 -12%
FC
50
FCA Corp
Texas
$490K – – –
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