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iShares California Muni Bond ETF

123 hedge funds and large institutions have $576M invested in iShares California Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
18
Increased
44
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BOS
101
Bank of Stockton
California
$219K
MCP
102
Mirador Capital Partners
California
$213K +$213K +3,679 New
TSS
103
Two Sigma Securities
New York
$201K +$201K +3,469 New
SPIA
104
Steward Partners Investment Advisory
New York
$180K +$289 +5 +0.2%
WIM
105
Westside Investment Management
California
$152K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$146K +$146K +2,521 New
GRP
107
Global Retirement Partners
California
$90K -$32.9K -566 -27%
APA
108
American Portfolios Advisors
New York
$69.6K
FC
109
Ferris Capital
Massachusetts
$55K
GI
110
Gradient Investments
Minnesota
$51K
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$29K
EWM
112
Elmwood Wealth Management
California
$25.8K -$1.04K -18 -4%
DWM
113
Destination Wealth Management
California
$20K +$20K +346 New
CDIA
114
Capital Directions Investment Advisors
Georgia
$15K
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$11K
AIP
116
Ameritas Investment Partners
Nebraska
$11K
AF
117
Allworth Financial
California
$11K +$340 +6 +3%
BC
118
Bartlett & Co
Ohio
$9K
BCWM
119
Bartlett & Co Wealth Management
Ohio
$8.7K
Northern Trust
120
Northern Trust
Illinois
$6K
WAM
121
Watermark Asset Management
California
$5K
SWP
122
Stratos Wealth Partners
Ohio
$5K +$5K +85 New
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$3.46M -59,023 Closed
Jane Street
124
Jane Street
New York
-$2.35M -40,211 Closed
PWM
125
Perigon Wealth Management
California
-$2.18M -37,192 Closed