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iShares California Muni Bond ETF
CMF

Overview Fund Activity

110 hedge funds and large institutions have $300M invested in iShares California Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+19
Holders Change %
+20.88%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
36
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.9M
4
UBS Group
4
UBS Group
Switzerland
$16.1M
5
Mariner
5
Mariner
Kansas
$1.89M

Top Sellers

1
PFA
1
Pure Financial Advisors
California
$0
2
Jane Street
2
Jane Street
New York
$2.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$3.02M
5
BPC
5
Banque Pictet & Cie
Switzerland
$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$56M +$6.8M +114,902 +14%
MWM
2
Mission Wealth Management
California
$35.6M -$168K -2,835 -0.5%
CSIA
3
Charles Schwab Investment Advisory
California
$30.1M +$1.33M +22,418 +5%
Morgan Stanley
4
Morgan Stanley
New York
$22.9M +$3.08M +52,061 +16%
B
5
Bailard
California
$17.7M -$530K -8,957 -3%
UBS Group
6
UBS Group
Switzerland
$16.1M +$1.92M +32,413 +14%
Ameriprise
7
Ameriprise
Minnesota
$11.9M +$411K +6,947 +4%
LPL Financial
8
LPL Financial
California
$8.96M +$152K +2,577 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.36M +$3.14M +53,137 +60%
Wells Fargo
10
Wells Fargo
California
$7.98M +$1.1M +18,584 +16%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$4.62M +$261K +4,420 +6%
Betterment LLC
12
Betterment LLC
New York
$4.41M +$199K +3,367 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.33M +$736K +12,438 +20%
A
14
AdvicePeriod
California
$3.9M +$3.9M +66,002 New
WP
15
WealthSource Partners
California
$3.86M -$383K -6,466 -9%
PA
16
Parkside Advisors
California
$3.71M +$22.2K +376 +0.6%
BTS
17
BB&T Securities
Virginia
$3.28M +$217K +3,671 +7%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.02M -$1.95M -33,000 -39%
Jane Street
19
Jane Street
New York
$2.2M -$4.24M -71,635 -66%
BCM
20
Boltwood Capital Management
California
$2.13M +$277K +4,685 +15%
OCM
21
One Capital Management
California
$2.12M +$267K +4,510 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.95M -$68.4K -1,156 -3%
RMC
23
Regis Management Company
California
$1.93M +$958K +16,200 +99%
Mariner
24
Mariner
Kansas
$1.89M +$1.89M +31,874 New
FAIM
25
Financial Advocates Investment Management
Washington
$1.56M +$1.56M +26,326 New
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