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iShares California Muni Bond ETF

187 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
80
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$1.2M +$1.2M +19,203 New
BCI
77
Brinker Capital Investments
Pennsylvania
$1.19M +$116K +1,855 +11%
VWA
78
VERITY Wealth Advisors
United States
$1.18M
AC
79
Apella Capital
Connecticut
$1.1M +$268K +4,275 +32%
Cerity Partners
80
Cerity Partners
New York
$1.09M -$75.2K -1,202 -6%
EA
81
Elm Advisors
California
$1.05M +$4.07K +65 +0.4%
AWS
82
AJ Wealth Strategies
New York
$1.02M
WA
83
Winfield Associates
Ohio
$1.01M +$128K +2,050 +14%
HighTower Advisors
84
HighTower Advisors
Illinois
$995K -$108K -1,719 -10%
CAN
85
Cetera Advisor Networks
California
$982K -$18.1K -289 -2%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$929K +$257K +4,099 +38%
Fisher Asset Management
87
Fisher Asset Management
Washington
$926K +$43.7K +698 +5%
NL
88
NWAM LLC
Washington
$913K +$26.5K +423 +3%
SIAG
89
Safeguard Investment Advisory Group
California
$886K +$430K +6,868 +94%
MWM
90
McNaughton Wealth Management
California
$884K -$752 -12 -0.1%
DWM
91
Destination Wealth Management
California
$880K -$61.7K -985 -7%
Renaissance Technologies
92
Renaissance Technologies
New York
$878K +$878K +14,015 New
FMTC
93
Farmers & Merchants Trust Company
California
$865K +$865K +13,808 New
PW
94
Peninsula Wealth
California
$789K -$346K -5,520 -30%
EWM
95
Empirical Wealth Management
Washington
$779K -$73K -1,165 -9%
AssetMark Inc
96
AssetMark Inc
California
$767K -$3.47M -55,484 -82%
CPSC
97
Carl P. Sherr & Co
Massachusetts
$765K
KWM
98
Kingsview Wealth Management
Oregon
$714K -$1K -16 -0.1%
BA
99
Bristlecone Advisors
Washington
$698K
AAS
100
Avantax Advisory Services
Texas
$691K