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iShares California Muni Bond ETF
CMF

Overview Fund Activity

70 hedge funds and large institutions have $177M invested in iShares California Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
24
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Bailard
California
$16M
2
LPL Financial
LPL Financial
California
$17.2M
3
MA
MUFG Americas
New York
$5.3M
4
BPC
Banque Pictet & Cie
Switzerland
$3.54M
5
PNAA
Pictet North America Advisors
Switzerland
$3.54M

Top Sellers

1
NFG
NewFocus Financial Group
Washington
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
PWM
Perigon Wealth Management
California
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$5.21M
5
UCFA
United Capital Financial Advisors
Texas
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Coe Capital Management
Illinois
$236K – – –
TSS
52
Two Sigma Securities
New York
$226K +$226K +3,794 New
CCM
53
Coldstream Capital Management
Washington
$206K – – –
LWAC
54
Laurel Wealth Advisors (California)
California
$204K -$75.9K -1,274 -27%
MFS
55
MSI Financial Services
Massachusetts
$203K -$20.2K -338 -9%
BOTW
56
Bank of the West
California
$202K – – –
IA
57
IFP Advisors
Florida
$202K +$16.2K +542 +9%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$181K – – –
SEIA
59
Signature Estate & Investment Advisors
California
$155K -$26K -436 -14%
AIP
60
Ameritas Investment Partners
Nebraska
$71K – – –
GI
61
Gradient Investments
Minnesota
$40K – – –
GWM
62
Geneos Wealth Management
Colorado
$35K +$35K +600 New
GAM
63
Gemmer Asset Management
California
$34K – – –
BCI
64
Brinker Capital Investments
Pennsylvania
$29K – – –
AIG
65
American International Group
New York
$13K – – –
AF
66
Allworth Financial
California
$11K – – –
BC
67
Bartlett & Co
Ohio
$9K – – –
ACM
68
Argentus Capital Management
Texas
$5K +$1.67K +26 +50%
NFG
69
NewFocus Financial Group
Washington
– -$1.03M -17,416 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$927K -15,700 Closed
PWM
71
Perigon Wealth Management
California
– -$686K -11,612 Closed
BAAM
72
Baker Avenue Asset Management
California
– -$300K -5,080 Closed
CS
73
Credit Suisse
Switzerland
– -$285K -4,830 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$4K -74 Closed
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