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iShares California Muni Bond ETF
CMF

Overview Fund Activity

58 hedge funds and large institutions have $133M invested in iShares California Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$31M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.7M
3
Bank of America
3
Bank of America
North Carolina
$18.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.73M
5
Jane Street
5
Jane Street
New York
$1.19M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$4.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$31M +$3.68M +6,246 +13%
Morgan Stanley
2
Morgan Stanley
New York
$25.7M +$3.6M +61,096 +16%
Bank of America
3
Bank of America
North Carolina
$18.8M +$1.97M +33,496 +12%
UBS Group
4
UBS Group
Switzerland
$10.7M +$10.7M +181,972 New
B
5
Bailard
California
$7.43M +$703K +11,946 +10%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$4.75M -$107K -1,824 -2%
Wells Fargo
7
Wells Fargo
California
$4.66M +$521K +8,848 +13%
PA
8
Parkside Advisors
California
$3.78M +$32.2K +546 +0.9%
PFA
9
Pure Financial Advisors
California
$3.37M +$204K +3,466 +6%
MA
10
MUFG Americas
New York
$2.16M -$96.1K -1,632 -4%
LPL Financial
11
LPL Financial
California
$1.91M +$336K +5,708 +21%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.73M +$1.31M +22,166 +310%
Jane Street
13
Jane Street
New York
$1.19M +$1.19M +20,212 New
Citigroup
14
Citigroup
New York
$1.18M -$1.2M -20,450 -50%
GC
15
Garde Capital
Washington
$1.06M – – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$956K +$7.66K +130 +0.8%
PI
17
Placemark Investments
Illinois
$852K +$98.6K +1,674 +13%
AI
18
Atria Investments
North Carolina
$842K -$10.2K -174 -1%
WT
19
Whittier Trust
California
$665K – – –
AL
20
Aspiriant LLC
California
$578K +$352K +5,982 +156%
BIM
21
BlackRock Investment Management
Delaware
$534K +$24.1K +410 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$530K +$14.8K +252 +3%
CS
23
Credit Suisse
Switzerland
$519K +$20K +340 +4%
WA
24
Winfield Associates
Ohio
$504K +$35.4K +600 +8%
BOS
25
Bank of Stockton
California
$447K – – –
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