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iShares California Muni Bond ETF

189 hedge funds and large institutions have $1.15B invested in iShares California Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
3.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
27
Increased
65
Reduced
64
Closed
27
Calls
$322K
Puts
$655K
Net Calls
-$333K
Net Calls Change
-$333K
Name Holding Trade Value Shares
Change
Shares
Change %
VA
101
Valmark Advisers
Ohio
$712K +$269K +4,763 +61%
HighTower Advisors
102
HighTower Advisors
Illinois
$710K -$438K -7,767 -38%
KWM
103
Kingsview Wealth Management
Oregon
$707K -$5.93K -105 -0.8%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$674K +$96.7K +1,713 +17%
GAM
105
Gould Asset Management
California
$650K +$235K +4,165 +57%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$620K -$282K -5,000 -31%
AAS
107
Avantax Advisory Services
Texas
$601K -$22.6K -400 -4%
VPIM
108
Vanguard Personalized Indexing Management
California
$584K +$367K +6,503 +169%
CL
109
Choreo LLC
Illinois
$550K +$2.48K +44 +0.5%
MFG
110
Merit Financial Group
Georgia
$538K +$538K +9,534 New
BRWA
111
B. Riley Wealth Advisors
Florida
$517K +$136K +2,406 +36%
TDWM
112
Topel & Distasi Wealth Management
California
$516K -$327K -5,792 -39%
Cerity Partners
113
Cerity Partners
New York
$513K +$314K +5,563 +158%
PCTC
114
Perkins Coie Trust Company
Washington
$508K
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$502K -$23.2K -410 -4%
WS
116
Wedbush Securities
California
$481K -$9.87K -175 -2%
CCM
117
Coldstream Capital Management
Washington
$480K +$480K +8,500 New
FAIM
118
Financial Advocates Investment Management
Washington
$478K +$258K +4,565 +117%
NL
119
NWAM LLC
Washington
$442K -$30.8K -544 -7%
FC
120
FCA Corp
Texas
$436K -$15.7K -279 -3%
FWP
121
Falcon Wealth Planning
California
$428K -$92.1K -1,631 -18%
ERIM
122
Eagle Ridge Investment Management
Connecticut
$421K +$8.81K +156 +2%
RI
123
Rinkey Investments
California
$409K -$19.8K -342 -5%
TIAM2
124
Tru Independence Asset Management 2
Oregon
$409K
BA
125
Bristlecone Advisors
Washington
$405K -$68.4K -1,210 -14%