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iShares California Muni Bond ETF
CMF

Overview Fund Activity

90 hedge funds and large institutions have $266M invested in iShares California Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
33
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$47M
2
B
2
Bailard
California
$17.3M
3
Ameriprise
3
Ameriprise
Minnesota
$10M
4
UBS Group
4
UBS Group
Switzerland
$15.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.51M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$1.62M
2
Jane Street
2
Jane Street
New York
$5.42M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$763K
4
CSIA
4
Charles Schwab Investment Advisory
California
$29.4M
5
MWM
5
Mission Wealth Management
California
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47M +$7.05M +119,846 +18%
MWM
2
Mission Wealth Management
California
$35.7M -$810K -13,768 -2%
CSIA
3
Charles Schwab Investment Advisory
California
$29.4M -$978K -16,624 -3%
B
4
Bailard
California
$17.3M +$3.45M +58,662 +25%
Morgan Stanley
5
Morgan Stanley
New York
$17.2M +$307K +5,216 +2%
UBS Group
6
UBS Group
Switzerland
$15.2M +$1.74M +29,546 +13%
Ameriprise
7
Ameriprise
Minnesota
$10M +$2.17M +36,816 +28%
LPL Financial
8
LPL Financial
California
$8.26M -$56.5K -960 -0.7%
PFA
9
Pure Financial Advisors
California
$7.94M +$889K +15,102 +13%
Wells Fargo
10
Wells Fargo
California
$6.82M +$491K +8,342 +8%
Jane Street
11
Jane Street
New York
$5.42M -$2.49M -42,358 -32%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$5.06M -$451K -7,670 -8%
WP
13
WealthSource Partners
California
$4.23M +$649K +11,020 +18%
Betterment LLC
14
Betterment LLC
New York
$4.09M +$211K +3,578 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.82M -$74.4K -1,264 -2%
PA
16
Parkside Advisors
California
$3.76M -$26.9K -458 -0.7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.73M +$226K +3,848 +6%
BPC
18
Banque Pictet & Cie
Switzerland
$2.83M – – –
PNAA
19
Pictet North America Advisors
Switzerland
$2.83M – – –
BTS
20
BB&T Securities
Virginia
$2.79M +$469K +7,970 +20%
AWS
21
AJ Wealth Strategies
New York
$2.05M +$252K +4,276 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.98M +$58K +986 +3%
VKH
23
Virtu KCG Holdings
New York
$1.62M -$4.26M -72,324 -72%
Goldman Sachs
24
Goldman Sachs
New York
$1.51M +$1.51M +25,632 New
GC
25
Garde Capital
Washington
$1.48M -$63.3K -1,076 -4%
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