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iShares California Muni Bond ETF
CMF

Overview Fund Activity

81 hedge funds and large institutions have $252M invested in iShares California Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$7.82M
2
VKH
Virtu KCG Holdings
New York
$5.81M
3
B
Bailard
California
$13.7M
4
WP
WealthSource Partners
California
$3.54M
5
Ameriprise
Ameriprise
Minnesota
$7.73M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$39.5M
2
MWM
Mission Wealth Management
California
$36.1M
3
FFA
First Foundation Advisors
California
$720K
4
NFG
NewFocus Financial Group
Washington
$0
5
RBCM
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
51
Rand Wealth
Maryland
$368K – – –
BOS
52
Bank of Stockton
California
$337K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$335K – – –
CAN
54
Cetera Advisor Networks
California
$302K -$817 -14 -0.3%
LGWM
55
Litman Gregory Wealth Management
California
$289K – – –
Stifel Financial
56
Stifel Financial
Missouri
$281K +$348 +6 +0.1%
CCP
57
Corient Capital Partners
California
$279K -$58.1K -1,000 -17%
BOTW
58
Bank of the West
California
$251K +$251K +4,324 New
RJFSA
59
Raymond James Financial Services Advisors
Florida
$238K -$500K -8,600 -68%
EWM
60
Empirical Wealth Management
Washington
$233K -$70.4K -1,210 -23%
CCM
61
Coe Capital Management
Illinois
$230K – – –
PAS
62
Partnervest Advisory Services
California
$227K -$85.9K -1,476 -27%
Mariner
63
Mariner
Kansas
$218K -$86K -1,476 -28%
ERIM
64
Eagle Ridge Investment Management
Connecticut
$211K – – –
WIM
65
Westside Investment Management
California
$203K – – –
GRP
66
Global Retirement Partners
California
$162K – – –
CAG
67
Crestwood Advisors Group
Massachusetts
$154K +$154K +2,650 New
SEIA
68
Signature Estate & Investment Advisors
California
$121K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$106K – – –
US Bancorp
70
US Bancorp
Minnesota
$59K +$819 +14 +1%
GWM
71
Geneos Wealth Management
Colorado
$58K – – –
RFA
72
Reilly Financial Advisors
California
$52K -$11.6K -200 -18%
GI
73
Gradient Investments
Minnesota
$39K – – –
PA
74
Parallel Advisors
California
$36K +$15.8K +270 +78%
ASN
75
Advisory Services Network
Georgia
$30K +$30K +524 New
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3
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