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iShares California Muni Bond ETF

250 hedge funds and large institutions have $2.14B invested in iShares California Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-7
Holders Change %
-2.72%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
111
Reduced
64
Closed
22
Calls
$341K
Puts
$256K
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$198K
BCPWM
227
Bradley & Co Private Wealth Management
Florida
$182K
CPA
228
Cardiff Park Advisors
California
$166K +$1.14K +20 +0.7%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$153K +$153K +2,683 New
GRP
230
Global Retirement Partners
California
$151K +$28.7K +505 +24%
MM
231
Main Management
California
$128K -$2.33K -41 -2%
SRCM
232
Signature Resources Capital Management
California
$111K -$88.8K -1,561 -44%
IA
233
IFP Advisors
Florida
$92.2K
NP
234
NorthRock Partners
Minnesota
$80.6K -$79.2K -1,392 -50%
AF
235
Advisornet Financial
Minnesota
$71.1K
DJSG
236
D.J. St. Germain
Massachusetts
$68.3K
AIP
237
Ameritas Investment Partners
Nebraska
$62.5K +$171 +3 +0.3%
T
238
Tidemark
California
$59.7K -$42.7K -750 -42%
SPIA
239
Steward Partners Investment Advisory
New York
$56.6K +$398 +7 +0.7%
FFA
240
Founders Financial Alliance
North Carolina
$56.4K
CA
241
Crewe Advisors
Utah
$49.8K +$49.8K +875 New
GI
242
GAMMA Investing
California
$44.9K
RIL
243
Rothschild Investment LLC
Illinois
$42.7K
LFG
244
Larson Financial Group
Missouri
$42.7K +$42.7K +750 New
ACA
245
Aptus Capital Advisors
Alabama
$40K +$40K +704 New
Bessemer Group
246
Bessemer Group
New Jersey
$34K +$34K +600 New
AWM
247
Angeles Wealth Management
California
$33.2K +$17.2K +302 +107%
CAL
248
Capital Analysts LLC
Pennsylvania
$6K +$53 +1 +0.9%
HI
249
Harbour Investments
Wisconsin
$3.45K
SAM
250
Smartleaf Asset Management
Massachusetts
$855