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iShares California Muni Bond ETF
CMF

Overview Fund Activity

61 hedge funds and large institutions have $129M invested in iShares California Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
5
Increased
18
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$16.5M
2
Bank of America
2
Bank of America
North Carolina
$25.7M
3
PFA
3
Pure Financial Advisors
California
$7.35M
4
Ameriprise
4
Ameriprise
Minnesota
$2.92M
5
UBS Group
5
UBS Group
Switzerland
$12.1M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$17.5M
3
Jane Street
3
Jane Street
New York
$2.64M
4
OCM
4
One Capital Management
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$25.7M +$2.43M +41,342 +10%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M -$1.91M -32,608 -10%
B
3
Bailard
California
$16.5M +$5.24M +89,230 +47%
UBS Group
4
UBS Group
Switzerland
$12.1M +$1.01M +17,160 +9%
PFA
5
Pure Financial Advisors
California
$7.35M +$1.64M +27,906 +29%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$5.84M +$368K +6,266 +7%
Wells Fargo
7
Wells Fargo
California
$4.93M +$713K +12,150 +17%
Betterment LLC
8
Betterment LLC
New York
$4.15M +$736K +12,550 +22%
PA
9
Parkside Advisors
California
$3.89M -$182K -3,094 -4%
LPL Financial
10
LPL Financial
California
$3.6M +$371K +6,334 +11%
Ameriprise
11
Ameriprise
Minnesota
$2.92M +$1.14M +19,486 +64%
Jane Street
12
Jane Street
New York
$2.64M -$596K -10,156 -18%
BTS
13
BB&T Securities
Virginia
$2.46M +$408K +6,962 +20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.6M -$134K -2,282 -8%
CSIA
15
Charles Schwab Investment Advisory
California
$1.53M -$103K -1,758 -6%
MA
16
MUFG Americas
New York
$1.43M +$680K +11,590 +90%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.01M -$229K -3,904 -18%
GC
18
Garde Capital
Washington
$967K -$51.9K -884 -5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$860K – – –
WT
20
Whittier Trust
California
$663K – – –
PWM
21
Perigon Wealth Management
California
$662K +$127K +2,168 +24%
UCFA
22
United Capital Financial Advisors
Texas
$661K +$246K +4,186 +59%
WA
23
Winfield Associates
Ohio
$588K -$69K -1,176 -10%
AL
24
Aspiriant LLC
California
$576K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$559K -$4.7K -80 -0.8%
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