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iShares California Muni Bond ETF

181 hedge funds and large institutions have $986M invested in iShares California Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
68
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
101
Wedbush Securities
California
$541K
CW
102
CreativeOne Wealth
Kansas
$536K -$254K -4,083 -32%
Creative Planning
103
Creative Planning
Kansas
$528K -$441K -7,098 -46%
ACA
104
Affinity Capital Advisors
California
$504K +$20.3K +327 +4%
VPIM
105
Vanguard Personalized Indexing Management
California
$493K +$35K +564 +8%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$491K
IWC
107
Integrated Wealth Concepts
Massachusetts
$465K +$20.9K +336 +5%
SIAG
108
Safeguard Investment Advisory Group
California
$452K -$22.8K -367 -5%
PIA
109
Perennial Investment Advisors
California
$449K
RFA
110
Reilly Financial Advisors
California
$446K +$62 +1 +0%
ERIM
111
Eagle Ridge Investment Management
Connecticut
$446K +$117K +1,888 +36%
KAS
112
Kestra Advisory Services
Texas
$441K -$314K -5,060 -42%
BJL
113
Brighton Jones LLC
Washington
$434K
OMC
114
Old Mission Capital
Illinois
$431K +$431K +6,932 New
OPS
115
Orion Portfolio Solutions
Nebraska
$430K +$50.1K +807 +13%
CT
116
Columbia Trust
Oregon
$428K +$31K +500 +8%
IIA
117
IPG Investment Advisors
California
$426K
CSIC
118
Clifford Swan Investment Counsel
California
$421K +$421K +6,780 New
TWM
119
Titus Wealth Management
California
$399K -$13.1K -210 -3%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$397K
Deutsche Bank
121
Deutsche Bank
Germany
$388K +$388K +6,240 New
DADC
122
D.A. Davidson & Co
Montana
$379K -$3.17K -51 -0.8%
WCWM
123
Willow Creek Wealth Management
California
$358K
SAMC
124
Spectrum Asset Management (California)
California
$351K +$18.6K +300 +6%
MPM
125
Meritage Portfolio Management
Kansas
$345K