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iShares California Muni Bond ETF
CMF

49 hedge funds and large institutions have $91M invested in iShares California Muni Bond ETF in 2013 Q2 according to their latest regulatory filings, with 49 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.75% more ownership

Funds ownership: 0% → 64.75% (+65%)

Holders
49
Holders Change
+49
Holders Change %
–
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26M +$27.3M +481,656 New
Bank of America
2
Bank of America
North Carolina
$13.3M +$14M +246,756 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.89M +$7.23M +127,396 New
U
4
UBS
Switzerland
$6.01M +$6.32M +111,242 New
Wells Fargo
5
Wells Fargo
California
$5.49M +$5.76M +101,486 New
KCG
6
Knight Capital Group
$4.2M +$4.41M +77,740 New
LPL Financial
7
LPL Financial
California
$2.93M +$3.08M +54,204 New
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$2.86M +$3.01M +52,970 New
PFA
9
Pure Financial Advisors
California
$2.41M +$2.53M +44,600 New
Nomura Holdings
10
Nomura Holdings
Japan
$2.37M +$2.49M +43,846 New
Jane Street
11
Jane Street
New York
$2.25M +$2.37M +41,658 New
PAM
12
Panagora Asset Management
Massachusetts
$1.65M +$1.73M +30,426 New
B
13
Bailard
California
$1.25M +$1.31M +23,060 New
WT
14
Whittier Trust
California
$1.09M +$1.15M +20,180 New
Comerica Bank
15
Comerica Bank
Texas
$1.06M +$1.11M +19,590 New
AI
16
Atria Investments
North Carolina
$1M +$1.06M +18,582 New
PI
17
Placemark Investments
Illinois
$941K +$988K +17,394 New
Barclays
18
Barclays
United Kingdom
$818K +$859K +15,126 New
HW
19
Hancock Whitney
Mississippi
$771K +$810K +14,266 New
BOTW
20
Bank of the West
California
$719K +$756K +13,308 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$583K +$612K +10,780 New
TCM
22
Telos Capital Management
California
$505K +$530K +9,340 New
CS
23
Credit Suisse
Switzerland
$491K +$516K +9,084 New
BOS
24
Bank of Stockton
California
$444K +$466K +8,210 New
MA
25
MUFG Americas
New York
$442K +$465K +8,188 New
1
2

CMF Hedge Fund Activity: Q2 2013 in Review

49 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares California Muni Bond ETF (CMF) for Q2 2013, worth a combined $91M.

Buyers outnumbered sellers: 49 funds opened new CMF positions and 0 closed out — a net gain of 49 holders — while 0 added to existing stakes and 0 trimmed.

  • 49 institutional investors held iShares California Muni Bond ETF (CMF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $91M of iShares California Muni Bond ETF stock for Q2 2013.
  • 49 funds opened new iShares California Muni Bond ETF positions in Q2 2013 and 0 closed out, a net change of +49 holders.

Based on aggregated 13F filings for Q2 2013.