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iShares California Muni Bond ETF

48 hedge funds and large institutions have $83.1M invested in iShares California Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.6M +$290K +5,324 +2%
Bank of America
2
Bank of America
North Carolina
$15M +$2.53M +46,584 +20%
BTS
3
BB&T Securities
Virginia
$9.36M -$8.63M -15,868 -48%
U
4
UBS
Switzerland
$5.82M -$513K -9,432 -8%
MA
5
MUFG Americas
New York
$4.92M +$1.44M +26,440 +41%
B
6
Bailard
California
$4.25M +$1.35M +25,274 +47%
Wells Fargo
7
Wells Fargo
California
$3.46M -$1.32M -24,222 -28%
Jane Street
8
Jane Street
New York
$3.02M -$2.44M -44,832 -45%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$2.95M -$47.7K -876 -2%
PFA
10
Pure Financial Advisors
California
$2.92M +$497K +9,144 +21%
PA
11
Parkside Advisors
California
$2.78M +$2.78M +51,070 New
LPL Financial
12
LPL Financial
California
$1.31M -$687K -12,628 -34%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$955K +$955K +17,558 New
Barclays
14
Barclays
United Kingdom
$941K +$104K +1,916 +12%
PI
15
Placemark Investments
Illinois
$918K -$24K -442 -3%
CS
16
Credit Suisse
Switzerland
$672K -$39.7K -730 -6%
WT
17
Whittier Trust
California
$615K -$483K -8,880 -44%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$586K
FFA
19
First Foundation Advisors
California
$563K +$563K +10,346 New
BIM
20
BlackRock Investment Management
Delaware
$468K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$427K +$427K +7,850 New
BOS
22
Bank of Stockton
California
$402K -$44K -810 -10%
BJL
23
Brighton Jones LLC
Washington
$373K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$336K -$9.24K -170 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$307K -$4.23M -77,828 -93%