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iShares California Muni Bond ETF
CMF

Overview Fund Activity

61 hedge funds and large institutions have $120M invested in iShares California Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
6
Increased
21
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$3.27M
2
PFA
2
Pure Financial Advisors
California
$5.62M
3
B
3
Bailard
California
$11.1M
4
Betterment LLC
4
Betterment LLC
New York
$3.36M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$846K
3
UBS Group
3
UBS Group
Switzerland
$10.9M
4
Citigroup
4
Citigroup
New York
$322K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$22.9M +$778K +13,460 +4%
Morgan Stanley
2
Morgan Stanley
New York
$19.1M -$6.83M -118,298 -26%
B
3
Bailard
California
$11.1M +$1.9M +32,920 +21%
UBS Group
4
UBS Group
Switzerland
$10.9M -$805K -13,940 -7%
PFA
5
Pure Financial Advisors
California
$5.62M +$2.4M +41,624 +75%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$5.38M +$23.6K +408 +0.4%
Wells Fargo
7
Wells Fargo
California
$4.15M +$493K +8,528 +13%
PA
8
Parkside Advisors
California
$4M +$159K +2,750 +4%
Betterment LLC
9
Betterment LLC
New York
$3.36M +$1.69M +29,310 +101%
DWM
10
Destination Wealth Management
California
$3.27M +$3.27M +56,564 New
LPL Financial
11
LPL Financial
California
$3.2M -$148K -2,550 -4%
Jane Street
12
Jane Street
New York
$3.18M -$324K -5,610 -9%
BTS
13
BB&T Securities
Virginia
$2.02M +$183K +3,164 +10%
Ameriprise
14
Ameriprise
Minnesota
$1.71M +$1.46M +25,842 +583%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.71M +$185K +3,210 +12%
CSIA
16
Charles Schwab Investment Advisory
California
$1.6M +$1.6M +27,764 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.22M +$332K +5,746 +37%
GC
18
Garde Capital
Washington
$1M -$39.3K -680 -4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$846K -$1.23M -21,268 -59%
MA
20
MUFG Americas
New York
$742K +$64.4K +1,114 +9%
MAA
21
Managed Account Advisors
New Jersey
$718K +$160K +2,780 +29%
WT
22
Whittier Trust
California
$653K – – –
WA
23
Winfield Associates
Ohio
$647K – – –
AL
24
Aspiriant LLC
California
$567K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$555K +$18.4K +318 +3%
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