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iShares California Muni Bond ETF

48 hedge funds and large institutions have $93.4M invested in iShares California Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.6M +$2.3M +40,664 +13%
Bank of America
2
Bank of America
North Carolina
$19.1M +$3.47M +61,376 +22%
BTS
3
BB&T Securities
Virginia
$10.3M +$524K +926 +5%
U
4
UBS
Switzerland
$5.93M -$131K -2,312 -2%
B
5
Bailard
California
$4.89M +$386K +6,816 +9%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$3.94M +$870K +15,362 +28%
Wells Fargo
7
Wells Fargo
California
$3.88M +$282K +4,984 +8%
MA
8
MUFG Americas
New York
$3.64M -$1.46M -25,798 -29%
PA
9
Parkside Advisors
California
$3.24M +$352K +6,220 +12%
PFA
10
Pure Financial Advisors
California
$3.15M +$106K +1,870 +3%
Jane Street
11
Jane Street
New York
$2.36M -$783K -13,830 -25%
PI
12
Placemark Investments
Illinois
$1.97M +$1.01M +17,834 +106%
LPL Financial
13
LPL Financial
California
$1.18M -$180K -3,184 -13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$906K +$556K +9,818 +159%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$739K -$255K -4,502 -26%
CS
16
Credit Suisse
Switzerland
$699K
WT
17
Whittier Trust
California
$639K
Barclays
18
Barclays
United Kingdom
$616K -$372K -6,546 -38%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$557K +$238K +4,208 +75%
BIM
20
BlackRock Investment Management
Delaware
$490K +$3.39K +60 +0.7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$433K +$200K +3,534 +86%
BOS
22
Bank of Stockton
California
$419K
AI
23
Atria Investments
North Carolina
$397K +$129K +2,286 +48%
BJL
24
Brighton Jones LLC
Washington
$388K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$326K -$285K -5,028 -47%