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iShares California Muni Bond ETF
CMF

Overview Fund Activity

79 hedge funds and large institutions have $196M invested in iShares California Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
32
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$43.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.1M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.08M
5
MA
5
MUFG Americas
New York
$6.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.5M
2
Jane Street
2
Jane Street
New York
$412K
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
BPC
4
Banque Pictet & Cie
Switzerland
$2.75M
5
PNAA
5
Pictet North America Advisors
Switzerland
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
51
BlackRock Investment Management
Delaware
$298K – – –
Stifel Financial
52
Stifel Financial
Missouri
$292K -$36.5K -604 -11%
CAN
53
Cetera Advisor Networks
California
$271K +$12.1K +200 +5%
CCP
54
Corient Capital Partners
California
$264K +$264K +4,376 New
CCM
55
Coe Capital Management
Illinois
$239K – – –
RW
56
Rand Wealth
Maryland
$239K – – –
MFS
57
MSI Financial Services
Massachusetts
$220K +$67.7K +1,120 +44%
ERIM
58
Eagle Ridge Investment Management
Connecticut
$220K +$220K +3,640 New
ASN
59
Advisory Services Network
Georgia
$213K +$213K +3,536 New
RJA
60
Raymond James & Associates
Florida
$212K -$31.4K -520 -13%
CCM
61
Coldstream Capital Management
Washington
$210K +$726 +12 +0.3%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$208K -$2.05K -34 -1%
LWAC
63
Laurel Wealth Advisors (California)
California
$207K – – –
BOTW
64
Bank of the West
California
$205K – – –
SEIA
65
Signature Estate & Investment Advisors
California
$134K – – –
CWM
66
Concert Wealth Management
California
$76K +$76K +1,252 New
NFG
67
Next Financial Group
Texas
$74K +$74K +1,220 New
AIP
68
Ameritas Investment Partners
Nebraska
$72K – – –
RFA
69
Reilly Financial Advisors
California
$66K +$66K +1,100 New
GWM
70
Geneos Wealth Management
Colorado
$60K +$24K +400 +67%
GAM
71
Gemmer Asset Management
California
$55K – – –
GI
72
Gradient Investments
Minnesota
$41K – – –
IWM
73
Integrated Wealth Management
California
$30K +$30K +502 New
SEI Investments
74
SEI Investments
Pennsylvania
$13K +$13K +210 New
AF
75
Allworth Financial
California
$11K – – –
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