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iShares California Muni Bond ETF
CMF

Overview Fund Activity

72 hedge funds and large institutions have $181M invested in iShares California Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
24
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.3M
2
UBS Group
2
UBS Group
Switzerland
$16.3M
3
Ameriprise
3
Ameriprise
Minnesota
$5.67M
4
RMC
4
Regis Management Company
California
$875K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$760K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.78M
2
B
2
Bailard
California
$15.4M
3
Jane Street
3
Jane Street
New York
$2.78M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$4.7M
5
AL
5
Aspiriant LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
51
Virtu KCG Holdings
New York
$263K -$422K -6,902 -62%
CAN
52
Cetera Advisor Networks
California
$261K -$30.2K -496 -10%
RJA
53
Raymond James & Associates
Florida
$246K -$172K -2,826 -41%
CCM
54
Coe Capital Management
Illinois
$242K – – –
RW
55
Rand Wealth
Maryland
$241K – – –
FAAS
56
First Allied Advisory Services
California
$238K -$152K -2,482 -39%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$213K +$27.9K +456 +15%
CCM
58
Coldstream Capital Management
Washington
$211K – – –
LWAC
59
Laurel Wealth Advisors (California)
California
$209K – – –
BOTW
60
Bank of the West
California
$207K – – –
MFS
61
MSI Financial Services
Massachusetts
$154K -$54.1K -884 -26%
SEIA
62
Signature Estate & Investment Advisors
California
$135K -$23.6K -388 -15%
SCM
63
Southport Capital Management
Tennessee
$76K +$76K +1,240 New
AIP
64
Ameritas Investment Partners
Nebraska
$73K – – –
GAM
65
Gemmer Asset Management
California
$55K +$20.1K +332 +58%
GI
66
Gradient Investments
Minnesota
$41K – – –
GWM
67
Geneos Wealth Management
Colorado
$36K – – –
BCI
68
Brinker Capital Investments
Pennsylvania
$29K – – –
AF
69
Allworth Financial
California
$11K – – –
BC
70
Bartlett & Co
Ohio
$9K – – –
ACM
71
Argentus Capital Management
Texas
$5K +$125 +2 +3%
AL
72
Aspiriant LLC
California
– -$586K -9,816 Closed
TSS
73
Two Sigma Securities
New York
– -$226K -3,794 Closed
AIG
74
American International Group
New York
– -$13K -218 Closed
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