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iShares California Muni Bond ETF

91 hedge funds and large institutions have $285M invested in iShares California Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
37
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EHPM
51
Emery Howard Portfolio Management
California
$484K +$2.49K +42 +0.5%
RW
52
Rand Wealth
Maryland
$475K +$101K +1,700 +27%
BCI
53
Brinker Capital Investments
Pennsylvania
$428K -$8.89K -150 -2%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$408K +$25.1K +424 +7%
IA
55
IFP Advisors
Florida
$406K -$195K -3,282 -32%
BJL
56
Brighton Jones LLC
Washington
$406K -$41.5K -702 -9%
CCP
57
Corient Capital Partners
California
$397K +$113K +1,898 +40%
DCM
58
Dimension Capital Management
Florida
$386K
PS
59
Portfolio Solutions
Michigan
$369K
BOS
60
Bank of Stockton
California
$343K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$341K
BA
62
Boston Advisors
Massachusetts
$341K +$119K +2,000 +53%
CIC
63
Carnegie Investment Counsel
Ohio
$338K +$169K +5,700 +100%
LGWM
64
Litman Gregory Wealth Management
California
$295K
Stifel Financial
65
Stifel Financial
Missouri
$278K
ERIM
66
Eagle Ridge Investment Management
Connecticut
$276K +$42.1K +710 +18%
WIM
67
Westside Investment Management
California
$272K
BOTW
68
Bank of the West
California
$265K -$21.4K -360 -7%
PCA
69
Personal Capital Advisors
California
$245K +$245K +4,132 New
CAN
70
Cetera Advisor Networks
California
$239K -$52.4K -886 -18%
CCM
71
Coe Capital Management
Illinois
$235K
PAS
72
Partnervest Advisory Services
California
$233K +$830 +14 +0.4%
RJA
73
Raymond James & Associates
Florida
$227K +$10.1K +170 +5%
GRP
74
Global Retirement Partners
California
$166K
SEIA
75
Signature Estate & Investment Advisors
California
$117K -$7.69K -130 -6%