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iShares California Muni Bond ETF

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IC
101
IEQ Capital
California
$424K +$424K +6,921 New
BJL
102
Brighton Jones LLC
Washington
$420K
IIA
103
IPG Investment Advisors
California
$420K
CPSC
104
Carl P. Sherr & Co
Massachusetts
$416K +$416K +6,786 New
FAIM
105
Financial Advocates Investment Management
Washington
$414K +$20.2K +329 +5%
TWM
106
Titus Wealth Management
California
$403K +$1.23K +20 +0.3%
MPM
107
Meritage Portfolio Management
Kansas
$395K -$46.5K -760 -11%
SCG
108
Sonata Capital Group
Washington
$388K -$12.6K -205 -3%
WC
109
Weil Company
California
$387K
LCM
110
Leisure Capital Management
California
$386K +$386K +6,300 New
ACA
111
Affinity Capital Advisors
California
$373K +$373K +6,088 New
CAM
112
Caprin Asset Management
Virginia
$360K
IWS
113
Insight Wealth Strategies
California
$360K +$80.5K +1,314 +29%
AC
114
AlphaCore Capital
California
$355K +$355K +5,805 New
OPS
115
Orion Portfolio Solutions
Nebraska
$354K +$354K +5,777 New
DAS
116
Dynamic Advisor Solutions
Arizona
$353K +$32.5K +530 +10%
ERIM
117
Eagle Ridge Investment Management
Connecticut
$349K +$11.9K +195 +4%
RCS
118
Retirement Capital Strategies
California
$339K -$142K -2,313 -29%
BA
119
Bristlecone Advisors
Washington
$306K +$306K +5,000 New
MA
120
Mutual Advisors
Nebraska
$289K
PWLP
121
Prio Wealth Limited Partnership
Massachusetts
$282K
CA
122
Calton & Associates
Florida
$279K +$183 +3 +0.1%
DWM
123
Destination Wealth Management
California
$275K -$1.72K -28 -0.6%
LWAC
124
Laurel Wealth Advisors (California)
California
$267K +$267K +4,370 New
CAW
125
Cornerstone Advisors (Washington)
Washington
$258K