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iShares California Muni Bond ETF
CMF

Overview Fund Activity

81 hedge funds and large institutions have $252M invested in iShares California Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$7.82M
2
VKH
Virtu KCG Holdings
New York
$5.81M
3
B
Bailard
California
$13.7M
4
WP
WealthSource Partners
California
$3.54M
5
Ameriprise
Ameriprise
Minnesota
$7.73M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$39.5M
2
MWM
Mission Wealth Management
California
$36.1M
3
FFA
First Foundation Advisors
California
$720K
4
NFG
NewFocus Financial Group
Washington
$0
5
RBCM
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.5M -$15.3M -263,922 -28%
MWM
2
Mission Wealth Management
California
$36.1M -$9.83M -169,058 -21%
CSIA
3
Charles Schwab Investment Advisory
California
$30.1M -$602K -10,348 -2%
Morgan Stanley
4
Morgan Stanley
New York
$16.7M -$1.94M -33,392 -10%
B
5
Bailard
California
$13.7M +$2.23M +38,338 +19%
UBS Group
6
UBS Group
Switzerland
$13.4M -$2.13M -36,620 -14%
LPL Financial
7
LPL Financial
California
$8.21M -$166K -2,856 -2%
Jane Street
8
Jane Street
New York
$7.82M +$7.82M +134,408 New
Ameriprise
9
Ameriprise
Minnesota
$7.73M +$1.25M +21,526 +19%
PFA
10
Pure Financial Advisors
California
$6.97M +$623K +10,718 +10%
Wells Fargo
11
Wells Fargo
California
$6.26M +$263K +4,526 +4%
VKH
12
Virtu KCG Holdings
New York
$5.81M +$5.81M +99,868 New
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$5.45M +$39.7K +682 +0.7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.85M +$137K +2,352 +4%
Betterment LLC
15
Betterment LLC
New York
$3.84M -$215K -3,694 -5%
PA
16
Parkside Advisors
California
$3.74M -$6.63K -114 -0.2%
WP
17
WealthSource Partners
California
$3.54M +$1.45M +24,972 +70%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.46M +$767K +13,182 +28%
BPC
19
Banque Pictet & Cie
Switzerland
$2.79M -$5.82K -100 -0.2%
PNAA
20
Pictet North America Advisors
Switzerland
$2.79M -$5.82K -100 -0.2%
BTS
21
BB&T Securities
Virginia
$2.29M -$513K -8,818 -18%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.9M +$67.4K +1,158 +4%
AWS
23
AJ Wealth Strategies
New York
$1.78M -$2.12M -36,506 -54%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.75M -$643K -11,052 -27%
GC
25
Garde Capital
Washington
$1.52M +$269K +4,620 +21%
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