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iShares California Muni Bond ETF

188 hedge funds and large institutions have $1.14B invested in iShares California Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
81
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMN
76
Financial Management Network
California
$1.23M -$289K -4,656 -19%
BA
77
Bristlecone Advisors
Washington
$1.19M +$495K +7,966 +71%
VWA
78
VERITY Wealth Advisors
United States
$1.17M
Cerity Partners
79
Cerity Partners
New York
$1.16M +$77.7K +1,251 +7%
FMTC
80
Farmers & Merchants Trust Company
California
$1.09M +$233K +3,750 +27%
Creative Planning
81
Creative Planning
Kansas
$1.04M +$467K +7,532 +81%
EA
82
Elm Advisors
California
$1.04M +$4.96K +80 +0.5%
AC
83
Apella Capital
Connecticut
$1.02M -$70.2K -1,131 -6%
AWS
84
AJ Wealth Strategies
New York
$1.02M
WA
85
Winfield Associates
Ohio
$1.01M
HighTower Advisors
86
HighTower Advisors
Illinois
$932K -$51.2K -825 -5%
OMC
87
Old Mission Capital
Illinois
$929K +$929K +14,969 New
Fisher Asset Management
88
Fisher Asset Management
Washington
$919K +$1.55K +25 +0.2%
MWM
89
McNaughton Wealth Management
California
$898K +$21.6K +347 +2%
DWM
90
Destination Wealth Management
California
$897K +$25.4K +409 +3%
CAN
91
Cetera Advisor Networks
California
$826K -$147K -2,372 -15%
PAM
92
Private Asset Management
California
$801K +$801K +12,910 New
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$781K -$140K -2,258 -15%
RJA
94
Raymond James & Associates
Florida
$769K +$163K +2,625 +27%
AssetMark Inc
95
AssetMark Inc
California
$760K -$683 -11 -0.1%
CPSC
96
Carl P. Sherr & Co
Massachusetts
$759K
NL
97
NWAM LLC
Washington
$756K -$150K -2,412 -17%
FWP
98
Falcon Wealth Planning
California
$750K +$179K +2,876 +31%
AAS
99
Avantax Advisory Services
Texas
$685K
KWM
100
Kingsview Wealth Management
Oregon
$682K -$26.8K -432 -4%