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iShares California Muni Bond ETF
CMF

Overview Fund Activity

52 hedge funds and large institutions have $115M invested in iShares California Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$27.1M
2
Citigroup
2
Citigroup
New York
$2.36M
3
B
3
Bailard
California
$6.67M
4
U
4
UBS
Switzerland
$7.27M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$239K
3
PI
3
Placemark Investments
Illinois
$746K
4
AIG
4
American International Group
New York
$12.7K
5
PFA
5
Pure Financial Advisors
California
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$27.1M +$3.27M +5,600 +14%
Morgan Stanley
2
Morgan Stanley
New York
$21.9M +$445K +7,632 +2%
Bank of America
3
Bank of America
North Carolina
$16.7M +$38.5K +660 +0.2%
U
4
UBS
Switzerland
$7.27M +$461K +7,898 +7%
B
5
Bailard
California
$6.67M +$1.46M +24,976 +28%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$4.81M +$268K +4,588 +6%
Wells Fargo
7
Wells Fargo
California
$4.11M -$2.33K -40 -0.1%
PA
8
Parkside Advisors
California
$3.71M +$81.5K +1,396 +2%
PFA
9
Pure Financial Advisors
California
$3.14M -$59.1K -1,012 -2%
Citigroup
10
Citigroup
New York
$2.36M +$2.36M +40,502 New
MA
11
MUFG Americas
New York
$2.24M +$443K +7,600 +25%
LPL Financial
12
LPL Financial
California
$1.56M +$189K +3,232 +14%
GC
13
Garde Capital
Washington
$1.05M +$25K +428 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$940K – – –
AI
15
Atria Investments
North Carolina
$845K +$75.2K +1,288 +10%
PI
16
Placemark Investments
Illinois
$746K -$343K -5,882 -32%
WT
17
Whittier Trust
California
$659K – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$511K +$72.4K +1,240 +17%
BIM
19
BlackRock Investment Management
Delaware
$506K +$1.99K +34 +0.4%
CS
20
Credit Suisse
Switzerland
$494K +$100K +1,720 +25%
WA
21
Winfield Associates
Ohio
$464K +$75.9K +1,300 +20%
BOS
22
Bank of Stockton
California
$444K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$418K +$223K +3,808 +114%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$418K +$418K +7,160 New
BJL
25
Brighton Jones LLC
Washington
$400K – – –
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