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iShares California Muni Bond ETF

135 hedge funds and large institutions have $596M invested in iShares California Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
54
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WC
101
Weil Company
California
$377K
ERIM
102
Eagle Ridge Investment Management
Connecticut
$329K +$329K +5,514 New
SS
103
Simplicity Solutions
Minnesota
$309K -$92.3K -1,549 -23%
AWM
104
AE Wealth Management
Kansas
$309K -$92.3K -1,549 -23%
AAS
105
Avantax Advisory Services
Texas
$298K -$5.66K -95 -2%
FM
106
Family Management
New York
$291K
EWF
107
Epstein & White Financial
California
$288K -$115K -1,943 -29%
MA
108
Mutual Advisors
Nebraska
$282K -$384K -6,431 -58%
CA
109
Calton & Associates
Florida
$272K +$60 +1 +0%
FAN
110
Financial Advisors Network
California
$244K +$31.3K +519 +15%
CAG
111
Crestwood Advisors Group
Massachusetts
$203K +$203K +3,400 New
IA
112
IFP Advisors
Florida
$202K -$254K -4,237 -56%
OIWM
113
OptiFour Integrated Wealth Management
Virginia
$202K +$202K +3,395 New
MM
114
Main Management
California
$179K
GAM
115
Gemmer Asset Management
California
$177K +$179 +3 +0.1%
EFSCE
116
Enterprise Financial Services Corp (EFSC)
Missouri
$167K +$167K +2,800 New
ACA
117
Atlas Capital Advisors
Wyoming
$130K +$130K +2,189 New
CA
118
Cetera Advisors
Colorado
$118K +$118K +1,970 New
US Bancorp
119
US Bancorp
Minnesota
$117K -$50.5K -850 -30%
GRP
120
Global Retirement Partners
California
$92K
APA
121
American Portfolios Advisors
New York
$71.5K
FC
122
Ferris Capital
Massachusetts
$57K
GI
123
Gradient Investments
Minnesota
$52K
BWA
124
BDO Wealth Advisors
Florida
$51K +$51K +860 New
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$30K