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iShares California Muni Bond ETF
CMF

Overview Fund Activity

110 hedge funds and large institutions have $300M invested in iShares California Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+19
Holders Change %
+20.88%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
36
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$56M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.36M
3
Morgan Stanley
Morgan Stanley
New York
$22.9M
4
UBS Group
UBS Group
Switzerland
$16.1M
5
Mariner
Mariner
Kansas
$1.89M

Top Sellers

1
PFA
Pure Financial Advisors
California
$0
2
Jane Street
Jane Street
New York
$2.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Principal Financial Group
Principal Financial Group
Iowa
$3.02M
5
BPC
Banque Pictet & Cie
Switzerland
$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
51
Caprin Asset Management
Virginia
$615K -$5.74K -97 -0.9%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$599K -$30.1K -508 -5%
DADC
53
D.A. Davidson & Co
Montana
$581K -$99.7K -1,684 -15%
FC
54
FCA Corp
Texas
$572K +$82.8K +1,400 +17%
AG
55
Advisor Group
Arizona
$563K -$26.2K -442 -4%
Fisher Asset Management
56
Fisher Asset Management
Washington
$536K +$6.74K +114 +1%
PCTC
57
Perkins Coie Trust Company
Washington
$532K +$532K +9,000 New
AW
58
ACG Wealth
Georgia
$523K +$3.67K +62 +0.7%
EHPM
59
Emery Howard Portfolio Management
California
$487K +$3.31K +56 +0.7%
RW
60
Rand Wealth
Maryland
$475K – – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$437K +$29.7K +502 +7%
PWM
62
Patriot Wealth Management
Texas
$408K +$408K +6,898 New
BJL
63
Brighton Jones LLC
Washington
$406K – – –
CCP
64
Corient Capital Partners
California
$396K – – –
G
65
GenTrust
Florida
$379K +$379K +6,400 New
BRF
66
B. Riley Financial
California
$377K +$377K +6,382 New
LNC
67
Lincoln National Corp
Pennsylvania
$354K +$354K +5,978 New
IA
68
IFP Advisors
Florida
$348K -$56.5K -956 -14%
BOS
69
Bank of Stockton
California
$342K – – –
BA
70
Boston Advisors
Massachusetts
$340K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$340K – – –
GCA
72
Gradient Capital Advisors
California
$338K +$338K +5,720 New
CIC
73
Carnegie Investment Counsel
Ohio
$332K -$332K -5,700 -50%
SC
74
Slow Capital
California
$332K +$332K +5,620 New
KWM
75
Kingsview Wealth Management
Oregon
$330K +$330K +5,576 New
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