CMF icon

iShares California Muni Bond ETF
CMF

Overview Fund Activity

84 hedge funds and large institutions have $279M invested in iShares California Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
26
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mission Wealth Management
California
$45.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$30.4M
3
Bank of America
3
Bank of America
North Carolina
$54.4M
4
FFA
4
First Foundation Advisors
California
$6.65M
5
NFG
5
NewFocus Financial Group
Washington
$5.25M

Top Sellers

1
MA
1
MUFG Americas
New York
$948K
2
B
2
Bailard
California
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RMC
4
Regis Management Company
California
$0
5
Wells Fargo
5
Wells Fargo
California
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
51
Bank of Stockton
California
$335K -$404K -7,000 -55%
CCP
52
Corient Capital Partners
California
$335K +$82.2K +1,422 +32%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$332K +$332K +5,752 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$324K +$324K +5,622 New
PAS
55
Partnervest Advisory Services
California
$311K +$1.04K +18 +0.3%
AW
56
ACG Wealth
Georgia
$306K +$1.62K +28 +0.5%
EWM
57
Empirical Wealth Management
Washington
$301K +$301K +5,212 New
Mariner
58
Mariner
Kansas
$301K +$301K +5,216 New
CAN
59
Cetera Advisor Networks
California
$299K +$40.3K +700 +16%
LGWM
60
Litman Gregory Wealth Management
California
$287K – – –
BIM
61
BlackRock Investment Management
Delaware
$286K – – –
Stifel Financial
62
Stifel Financial
Missouri
$278K – – –
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$259K +$57.5K +984 +29%
CCM
64
Coe Capital Management
Illinois
$229K – – –
ERIM
65
Eagle Ridge Investment Management
Connecticut
$209K -$1.16K -20 -0.5%
WIM
66
Westside Investment Management
California
$202K +$202K +3,488 New
CCM
67
Coldstream Capital Management
Washington
$200K – – –
GRP
68
Global Retirement Partners
California
$161K +$161K +2,794 New
SEIA
69
Signature Estate & Investment Advisors
California
$120K -$7.97K -138 -6%
SPIA
70
Steward Partners Investment Advisory
New York
$105K +$105K +1,830 New
MBT
71
Montecito Bank & Trust
California
$87K +$87K +1,500 New
NFG
72
Next Financial Group
Texas
$70K – – –
RFA
73
Reilly Financial Advisors
California
$64K – – –
GWM
74
Geneos Wealth Management
Colorado
$57K – – –
US Bancorp
75
US Bancorp
Minnesota
$57K +$57K +994 New
1 2
3
4