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iShares California Muni Bond ETF
CMF

Overview Fund Activity

57 hedge funds and large institutions have $134M invested in iShares California Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$22.6M
2
Jane Street
2
Jane Street
New York
$3.59M
3
B
3
Bailard
California
$9.39M
4
Betterment LLC
4
Betterment LLC
New York
$1.71M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.56M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$18.8M
2
MA
2
MUFG Americas
New York
$693K
3
Wells Fargo
3
Wells Fargo
California
$3.75M
4
FFA
4
First Foundation Advisors
California
$0
5
AI
5
Atria Investments
North Carolina
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.5M +$767K +12,970 +3%
Bank of America
2
Bank of America
North Carolina
$22.6M +$3.74M +63,260 +20%
BTS
3
BB&T Securities
Virginia
$18.8M -$12.3M -20,862 -40%
UBS Group
4
UBS Group
Switzerland
$12M +$1.27M +21,482 +12%
B
5
Bailard
California
$9.39M +$1.93M +32,654 +26%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$5.49M +$720K +12,172 +15%
PA
7
Parkside Advisors
California
$3.94M +$140K +2,370 +4%
Wells Fargo
8
Wells Fargo
California
$3.75M -$936K -15,830 -20%
Jane Street
9
Jane Street
New York
$3.59M +$2.39M +40,464 +200%
LPL Financial
10
LPL Financial
California
$3.41M +$1.5M +25,404 +78%
PFA
11
Pure Financial Advisors
California
$3.29M -$91.4K -1,546 -3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$2.12M +$390K +6,592 +22%
Betterment LLC
13
Betterment LLC
New York
$1.71M +$1.68M +28,496 +6,689%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.56M +$1.56M +26,320 New
GC
15
Garde Capital
Washington
$1.07M +$7.45K +126 +0.7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$910K -$50.4K -852 -5%
Citigroup
17
Citigroup
New York
$785K -$401K -6,780 -34%
MA
18
MUFG Americas
New York
$693K -$1.48M -24,980 -68%
WT
19
Whittier Trust
California
$668K – – –
WA
20
Winfield Associates
Ohio
$662K +$157K +2,650 +31%
AL
21
Aspiriant LLC
California
$580K – – –
MAA
22
Managed Account Advisors
New Jersey
$571K +$571K +9,658 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$549K +$16.6K +280 +3%
BIM
24
BlackRock Investment Management
Delaware
$532K -$4.61K -78 -0.9%
CS
25
Credit Suisse
Switzerland
$521K – – –
1
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