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iShares California Muni Bond ETF

187 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
80
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$659K +$188 +3 +0%
LWAC
102
Laurel Wealth Advisors (California)
California
$647K +$647K +10,324 New
RJA
103
Raymond James & Associates
Florida
$611K +$288K +4,600 +89%
CL
104
Choreo LLC
Illinois
$600K +$2.44K +39 +0.4%
IWC
105
Integrated Wealth Concepts
Massachusetts
$588K +$119K +1,900 +25%
Creative Planning
106
Creative Planning
Kansas
$582K +$50K +799 +9%
FWP
107
Falcon Wealth Planning
California
$577K -$115K -1,842 -17%
PCTC
108
Perkins Coie Trust Company
Washington
$563K
EHPM
109
Emery Howard Portfolio Management
California
$551K +$2.25K +36 +0.4%
FC
110
FCA Corp
Texas
$547K -$7.57K -121 -1%
WS
111
Wedbush Securities
California
$545K
PFS
112
Prospera Financial Services
Texas
$539K +$539K +8,600 New
CW
113
CreativeOne Wealth
Kansas
$505K -$34.5K -551 -6%
VPIM
114
Vanguard Personalized Indexing Management
California
$497K
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$495K +$63 +1 +0%
RFA
116
Reilly Financial Advisors
California
$482K +$32.3K +516 +7%
ACA
117
Affinity Capital Advisors
California
$478K -$29.5K -471 -6%
CT
118
Columbia Trust
Oregon
$454K +$21.9K +350 +5%
PIA
119
Perennial Investment Advisors
California
$453K
ERIM
120
Eagle Ridge Investment Management
Connecticut
$452K +$2.51K +40 +0.6%
Deutsche Bank
121
Deutsche Bank
Germany
$432K +$41.5K +664 +11%
BJL
122
Brighton Jones LLC
Washington
$430K -$7.52K -120 -2%
WCG
123
Weaver Consulting Group
California
$427K -$118K -1,891 -22%
CSIC
124
Clifford Swan Investment Counsel
California
$426K
OPS
125
Orion Portfolio Solutions
Nebraska
$421K -$12.7K -203 -3%