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iShares California Muni Bond ETF

110 hedge funds and large institutions have $300M invested in iShares California Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+19
Holders Change %
+20.88%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
36
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
101
Perigon Wealth Management
California
$40K -$895K -14,963 -96%
HDIM
102
Hanson & Doremus Investment Management
Vermont
$31K
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$30K
SFSIG
104
San Francisco Sentry Investment Group
California
$19K +$19K +325 New
AF
105
Allworth Financial
California
$11K
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$11K
BC
107
Bartlett & Co
Ohio
$9K
Northern Trust
108
Northern Trust
Illinois
$8K +$8K +12,694 New
LGWM
109
Litman Gregory Wealth Management
California
$294
PFA
110
Pure Financial Advisors
California
-$8.1M -136,616 Closed
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
-$4.22M -71,222 Closed
Nuveen Asset Management
112
Nuveen Asset Management
Illinois
-$547K -9,230 Closed
DCM
113
Dimension Capital Management
Florida
-$386K -6,514 Closed
BOTW
114
Bank of the West
California
-$265K -4,464 Closed
RJA
115
Raymond James & Associates
Florida
-$227K -3,838 Closed
SEIA
116
Signature Estate & Investment Advisors
California
-$117K -1,978 Closed
CDIA
117
Capital Directions Investment Advisors
Georgia
-$16K -264 Closed
AFNAS
118
American Financial Network Advisory Services
California
-$14K -230 Closed
SEI Investments
119
SEI Investments
Pennsylvania
-$12K -210 Closed