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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 %
US Bancorp
76
US Bancorp
Minnesota
$110K
SPIA
77
Steward Partners Investment Advisory
New York
$108K
PA
78
Parallel Advisors
California
$100K +$59.5K +1,998 +147%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92K -$18.5K -626 -17%
RFA
80
Reilly Financial Advisors
California
$53K
BTIS
81
BB&T Investment Services
North Carolina
$43K +$36.8K +626 +591%
HDIM
82
Hanson & Doremus Investment Management
Vermont
$31K
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$30K
CDIA
84
Capital Directions Investment Advisors
Georgia
$16K +$16K +264 New
AFNAS
85
American Financial Network Advisory Services
California
$14K +$14K +230 New
SEI Investments
86
SEI Investments
Pennsylvania
$12K
AF
87
Allworth Financial
California
$11K
AIP
88
Ameritas Investment Partners
Nebraska
$11K
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +190 New
BC
90
Bartlett & Co
Ohio
$9K
Bank of New York Mellon
91
Bank of New York Mellon
New York
-$401K -6,802 Closed
EWA
92
EP Wealth Advisors
California
-$292K -4,966 Closed
NFG
93
Next Financial Group
Texas
-$56K -960 Closed
FC
94
Ferris Capital
Massachusetts
-$56K -950 Closed
Creative Planning
95
Creative Planning
Kansas
-$51K -860 Closed
GI
96
Gradient Investments
Minnesota
-$40K -678 Closed
ASN
97
Advisory Services Network
Georgia
-$31K -526 Closed