CMF icon

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

Top Sellers

1
PFA
1
Pure Financial Advisors
California
$0
2
Jane Street
2
Jane Street
New York
$2.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$3.02M
5
BPC
5
Banque Pictet & Cie
Switzerland
$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
76
Eagle Ridge Investment Management
Connecticut
$297K +$21.9K +370 +8%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296K +$112K +1,900 +61%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$290K +$290K +4,898 New
Stifel Financial
79
Stifel Financial
Missouri
$288K +$11.9K +200 +4%
BCI
80
Brinker Capital Investments
Pennsylvania
$279K -$148K -2,500 -35%
WIM
81
Westside Investment Management
California
$272K – – –
PCA
82
Personal Capital Advisors
California
$264K +$19.9K +337 +8%
SCG
83
Sonata Capital Group
Washington
$259K +$259K +4,376 New
CCM
84
Coe Capital Management
Illinois
$234K – – –
PAS
85
Partnervest Advisory Services
California
$234K +$1.19K +20 +0.5%
CAN
86
Cetera Advisor Networks
California
$224K -$14.8K -250 -6%
CCM
87
Coldstream Capital Management
Washington
$217K +$217K +3,668 New
HCM
88
Hollencrest Capital Management
California
$202K +$202K +3,411 New
Creative Planning
89
Creative Planning
Kansas
$201K +$201K +3,399 New
CA
90
Calton & Associates
Florida
$198K +$198K +3,371 New
SPIA
91
Steward Partners Investment Advisory
New York
$172K +$63.8K +1,080 +59%
GRP
92
Global Retirement Partners
California
$165K – – –
PA
93
Parallel Advisors
California
$147K -$52K -878 -26%
SWP
94
Stratos Wealth Partners
Ohio
$145K +$145K +2,455 New
US Bancorp
95
US Bancorp
Minnesota
$110K – – –
BTIS
96
BB&T Investment Services
North Carolina
$99K +$56.1K +959 +131%
APA
97
American Portfolios Advisors
New York
$71K +$71K +1,200 New
AIP
98
Ameritas Investment Partners
Nebraska
$57K – – –
RFA
99
Reilly Financial Advisors
California
$53K – – –
GI
100
Gradient Investments
Minnesota
$52K +$52K +878 New
1 2 3
4
5