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iShares California Muni Bond ETF
CMF

Overview Fund Activity

79 hedge funds and large institutions have $196M invested in iShares California Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
32
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$43.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.1M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.08M
5
MA
5
MUFG Americas
New York
$6.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.5M
2
Jane Street
2
Jane Street
New York
$412K
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
BPC
4
Banque Pictet & Cie
Switzerland
$2.75M
5
PNAA
5
Pictet North America Advisors
Switzerland
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.8M +$6.88M +114,072 +19%
Morgan Stanley
2
Morgan Stanley
New York
$20.5M -$3.07M -50,886 -13%
B
3
Bailard
California
$16.5M +$1.23M +20,370 +8%
UBS Group
4
UBS Group
Switzerland
$14.4M -$1.69M -28,056 -11%
LPL Financial
5
LPL Financial
California
$8.87M +$240K +3,988 +3%
Wells Fargo
6
Wells Fargo
California
$8.19M +$1.59M +26,370 +24%
PFA
7
Pure Financial Advisors
California
$7.81M +$1.13M +18,676 +17%
MA
8
MUFG Americas
New York
$6.87M +$1.63M +26,940 +31%
Ameriprise
9
Ameriprise
Minnesota
$6.42M +$816K +13,524 +15%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$5.55M +$898K +14,882 +19%
Betterment LLC
11
Betterment LLC
New York
$4.24M -$416K -6,902 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.11M +$455K +7,544 +12%
PA
13
Parkside Advisors
California
$3.85M +$33.8K +560 +0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.1M +$2.42M +40,090 +358%
CSIA
15
Charles Schwab Investment Advisory
California
$3.08M +$1.92M +31,798 +165%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.93M +$2.93M +48,486 New
BTS
17
BB&T Securities
Virginia
$2.91M +$255K +4,222 +10%
BPC
18
Banque Pictet & Cie
Switzerland
$2.75M -$880K -14,580 -24%
PNAA
19
Pictet North America Advisors
Switzerland
$2.75M -$880K -14,580 -24%
RMC
20
Regis Management Company
California
$2.28M +$1.41M +23,430 +163%
WP
21
WealthSource Partners
California
$2.18M +$47.9K +794 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.79M +$567K +9,396 +46%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.5M +$501K +8,304 +50%
MWM
24
Mission Wealth Management
California
$1.06M +$497K +8,234 +88%
GC
25
Garde Capital
Washington
$967K -$188K -3,206 -16%
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