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iShares California Muni Bond ETF
CMF

Overview Fund Activity

110 hedge funds and large institutions have $300M invested in iShares California Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+19
Holders Change %
+20.88%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
36
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.9M
4
UBS Group
4
UBS Group
Switzerland
$16.1M
5
Mariner
5
Mariner
Kansas
$1.89M

Top Sellers

1
PFA
1
Pure Financial Advisors
California
$0
2
Jane Street
2
Jane Street
New York
$2.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$3.02M
5
BPC
5
Banque Pictet & Cie
Switzerland
$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Garde Capital
Washington
$1.52M -$15K -254 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.51M +$462K +7,806 +44%
TW
28
Towerpoint Wealth
California
$1.5M +$1.5M +25,365 New
OA
29
Opes Advisors
California
$1.39M +$1.39M +23,444 New
Goldman Sachs
30
Goldman Sachs
New York
$1.27M -$271K -4,584 -18%
HWA
31
HCR Wealth Advisors
California
$1.12M -$29.6K -500 -3%
KWA
32
KCS Wealth Advisory
California
$1.1M +$1.1M +18,592 New
AWS
33
AJ Wealth Strategies
New York
$1.09M -$187K -3,164 -15%
BPC
34
Banque Pictet & Cie
Switzerland
$995K -$1.72M -29,100 -63%
PNAA
35
Pictet North America Advisors
Switzerland
$995K -$1.72M -29,100 -63%
MMA
36
Miracle Mile Advisors
California
$918K +$918K +15,520 New
BlackRock
37
BlackRock
New York
$893K +$262K +4,428 +42%
FFA
38
First Foundation Advisors
California
$873K +$304K +5,138 +53%
EWF
39
Epstein & White Financial
California
$787K +$787K +13,340 New
WC
40
Weil Company
California
$781K +$781K +13,200 New
PS
41
Portfolio Solutions
Michigan
$772K +$403K +6,818 +109%
MA
42
MUFG Americas
New York
$759K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$711K +$34.8K +589 +5%
FAAS
44
First Allied Advisory Services
California
$659K – – –
BFO
45
Biltmore Family Office
North Carolina
$649K +$649K +10,980 New
WT
46
Whittier Trust
California
$647K – – –
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$645K +$25.3K +427 +4%
CCM
48
Covington Capital Management
California
$644K -$19.5K -330 -3%
WA
49
Winfield Associates
Ohio
$644K +$4.44K +75 +0.7%
Citigroup
50
Citigroup
New York
$642K +$47.4K +802 +8%
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