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iShares California Muni Bond ETF
CMF

Overview Fund Activity

70 hedge funds and large institutions have $177M invested in iShares California Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
24
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$16M
2
LPL Financial
2
LPL Financial
California
$17.2M
3
MA
3
MUFG Americas
New York
$5.3M
4
BPC
4
Banque Pictet & Cie
Switzerland
$3.54M
5
PNAA
5
Pictet North America Advisors
Switzerland
$3.54M

Top Sellers

1
NFG
1
NewFocus Financial Group
Washington
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
PWM
3
Perigon Wealth Management
California
$0
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$5.21M
5
UCFA
5
United Capital Financial Advisors
Texas
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.2M -$365K -6,114 -1%
Morgan Stanley
2
Morgan Stanley
New York
$22.7M +$702K +11,772 +3%
LPL Financial
3
LPL Financial
California
$17.2M +$6.05M +101,134 +54%
B
4
Bailard
California
$16M +$16M +268,912 New
UBS Group
5
UBS Group
Switzerland
$13.8M +$1.65M +27,660 +14%
PFA
6
Pure Financial Advisors
California
$6.84M -$252K -4,232 -4%
Wells Fargo
7
Wells Fargo
California
$5.79M +$472K +7,906 +9%
MA
8
MUFG Americas
New York
$5.3M +$3.64M +61,092 +220%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$5.21M -$675K -11,312 -11%
Betterment LLC
10
Betterment LLC
New York
$4.23M -$7.64K -128 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$3.96M +$888K +14,886 +29%
PA
12
Parkside Advisors
California
$3.89M -$46.7K -782 -1%
BPC
13
Banque Pictet & Cie
Switzerland
$3.54M +$2.22M +37,300 +170%
PNAA
14
Pictet North America Advisors
Switzerland
$3.54M +$2.22M +37,300 +170%
Jane Street
15
Jane Street
New York
$3.41M +$999K +16,742 +41%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.1M +$1.05M +17,656 +51%
BTS
17
BB&T Securities
Virginia
$2.62M +$192K +3,212 +8%
WP
18
WealthSource Partners
California
$2.14M +$2.14M +35,886 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.64M +$125K +2,096 +8%
CSIA
20
Charles Schwab Investment Advisory
California
$1.34M -$104K -1,740 -7%
GC
21
Garde Capital
Washington
$1.02M +$35.3K +592 +4%
Citigroup
22
Citigroup
New York
$900K +$528K +8,860 +142%
BOS
23
Bank of Stockton
California
$763K – – –
WA
24
Winfield Associates
Ohio
$759K +$161K +2,700 +27%
CAM
25
Caprin Asset Management
Virginia
$740K -$83.5K -1,400 -10%
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