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iShares California Muni Bond ETF
CMF

Overview Fund Activity

47 hedge funds and large institutions have $109M invested in iShares California Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$23.7M
2
Jane Street
2
Jane Street
New York
$4.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.92M
5
U
5
UBS
Switzerland
$6.76M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.5M
2
MA
2
MUFG Americas
New York
$1.78M
3
PI
3
Placemark Investments
Illinois
$1.08M
4
Barclays
4
Barclays
United Kingdom
$140K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$194K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$23.7M +$13.2M +22,702 +125%
Morgan Stanley
2
Morgan Stanley
New York
$21.3M +$1.25M +21,502 +6%
Bank of America
3
Bank of America
North Carolina
$16.5M -$2.99M -51,548 -15%
U
4
UBS
Switzerland
$6.76M +$694K +11,982 +11%
B
5
Bailard
California
$5.16M +$163K +2,812 +3%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$4.51M +$478K +8,246 +12%
Wells Fargo
7
Wells Fargo
California
$4.08M +$104K +1,802 +3%
Jane Street
8
Jane Street
New York
$4.03M +$1.62M +27,878 +67%
PA
9
Parkside Advisors
California
$3.61M +$288K +4,964 +9%
PFA
10
Pure Financial Advisors
California
$3.17M -$48.2K -832 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.92M +$1.16M +19,984 +153%
MA
12
MUFG Americas
New York
$1.78M -$1.95M -33,630 -52%
LPL Financial
13
LPL Financial
California
$1.36M +$151K +2,602 +12%
PI
14
Placemark Investments
Illinois
$1.08M -$929K -16,052 -46%
GC
15
Garde Capital
Washington
$1.01M +$1.01M +17,492 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$933K +$6.26K +108 +0.7%
AI
17
Atria Investments
North Carolina
$764K +$358K +6,172 +88%
WT
18
Whittier Trust
California
$655K – – –
BIM
19
BlackRock Investment Management
Delaware
$500K -$1.74K -30 -0.3%
BOS
20
Bank of Stockton
California
$441K +$11.6K +200 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$435K -$7.88K -136 -2%
BJL
22
Brighton Jones LLC
Washington
$398K – – –
CS
23
Credit Suisse
Switzerland
$391K -$324K -5,594 -45%
WA
24
Winfield Associates
Ohio
$385K +$266K +4,600 +224%
CAN
25
Cetera Advisor Networks
California
$308K +$59.1K +1,018 +24%
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