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iShares California Muni Bond ETF

146 hedge funds and large institutions have $730M invested in iShares California Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
3.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
18
Increased
59
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
51
VERITY Wealth Advisors
United States
$1.15M +$2.88K +47 +0.3%
RF
52
RHS Financial
California
$1.12M -$108K -1,762 -9%
LCAM
53
London & Capital Asset Management
United Kingdom
$1.11M +$60.4K +985 +6%
UCFA
54
United Capital Financial Advisors
Texas
$1.1M +$52.3K +854 +5%
BRWM
55
B. Riley Wealth Management
Tennessee
$1.06M
HWA
56
HCR Wealth Advisors
California
$1.02M +$24.5K +400 +2%
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
$986K +$198K +3,236 +25%
NFG
58
NewFocus Financial Group
Washington
$940K
LGWM
59
Litman Gregory Wealth Management
California
$940K +$59.4K +970 +7%
KWM
60
Kingsview Wealth Management
Oregon
$936K -$6.13K -100 -0.7%
BCI
61
Brinker Capital Investments
Pennsylvania
$931K -$8.89K -145 -0.9%
MML Investors Services
62
MML Investors Services
Massachusetts
$862K +$862K +14,064 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$848K +$137K +2,230 +19%
LNC
64
Lincoln National Corp
Pennsylvania
$841K -$6.99K -114 -0.8%
MA
65
MUFG Americas
New York
$749K
Fisher Asset Management
66
Fisher Asset Management
Washington
$732K -$21.6K -353 -3%
PCA
67
Personal Capital Advisors
California
$684K +$66.7K +1,089 +11%
WT
68
Whittier Trust
California
$670K
RJFSA
69
Raymond James Financial Services Advisors
Florida
$664K -$111K -1,803 -14%
FAAS
70
First Allied Advisory Services
California
$651K
Stifel Financial
71
Stifel Financial
Missouri
$650K +$117K +1,911 +22%
PAS
72
Partnervest Advisory Services
California
$631K +$156K +2,554 +33%
HighTower Advisors
73
HighTower Advisors
Illinois
$624K -$99K -1,615 -14%
CCM
74
Coe Capital Management
Illinois
$621K
FCA
75
FLC Capital Advisors
California
$617K