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iShares California Muni Bond ETF
CMF

Overview Fund Activity

84 hedge funds and large institutions have $279M invested in iShares California Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
26
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mission Wealth Management
California
$45.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$30.4M
3
Bank of America
3
Bank of America
North Carolina
$54.4M
4
FFA
4
First Foundation Advisors
California
$6.65M
5
NFG
5
NewFocus Financial Group
Washington
$5.25M

Top Sellers

1
MA
1
MUFG Americas
New York
$948K
2
B
2
Bailard
California
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RMC
4
Regis Management Company
California
$0
5
Wells Fargo
5
Wells Fargo
California
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.4M +$12.5M +216,594 +30%
MWM
2
Mission Wealth Management
California
$45.6M +$44.6M +771,850 +4,389%
CSIA
3
Charles Schwab Investment Advisory
California
$30.4M +$27.5M +476,238 +932%
Morgan Stanley
4
Morgan Stanley
New York
$18.5M -$1.1M -19,068 -6%
UBS Group
5
UBS Group
Switzerland
$15.4M +$1.6M +27,724 +12%
B
6
Bailard
California
$11.4M -$4.35M -75,334 -28%
LPL Financial
7
LPL Financial
California
$8.32M -$194K -3,370 -2%
FFA
8
First Foundation Advisors
California
$6.65M +$6.65M +115,096 New
Ameriprise
9
Ameriprise
Minnesota
$6.46M +$309K +5,350 +5%
PFA
10
Pure Financial Advisors
California
$6.3M -$1.17M -20,306 -16%
Wells Fargo
11
Wells Fargo
California
$5.95M -$1.88M -32,590 -24%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$5.37M +$64.4K +1,116 +1%
NFG
13
NewFocus Financial Group
Washington
$5.25M +$5.25M +90,884 New
Betterment LLC
14
Betterment LLC
New York
$4.02M -$28.9K -500 -0.7%
AWS
15
AJ Wealth Strategies
New York
$3.88M +$3.88M +67,106 New
PA
16
Parkside Advisors
California
$3.72M +$33K +572 +0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.68M -$248K -4,294 -6%
RBCM
18
Raub Brock Capital Management
California
$3.26M +$3.26M +56,510 New
BTS
19
BB&T Securities
Virginia
$2.91M – – –
BPC
20
Banque Pictet & Cie
Switzerland
$2.78M +$144K +2,500 +5%
PNAA
21
Pictet North America Advisors
Switzerland
$2.78M +$144K +2,500 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.68M +$1.24M +21,396 +86%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.38M -$586K -10,152 -20%
WP
24
WealthSource Partners
California
$2.07M -$20.8K -360 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.82M +$102K +1,762 +6%
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