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iShares California Muni Bond ETF

250 hedge funds and large institutions have $2.14B invested in iShares California Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-7
Holders Change %
-2.72%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
111
Reduced
64
Closed
22
Calls
$341K
Puts
$256K
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Shares
Change %
RPCA
101
Running Point Capital Advisors
California
$1.54M
ME
102
McIlrath & Eck
Washington
$1.46M +$226K +3,979 +18%
UB
103
Umpqua Bank
Oregon
$1.44M +$1.44M +25,284 New
SI
104
SimpliFi Inc
California
$1.4M +$22.1K +389 +2%
EWM
105
Empirical Wealth Management
Washington
$1.34M -$163K -2,865 -11%
CAM
106
Clark Asset Management
New Hampshire
$1.33M -$164K -2,885 -11%
MWM
107
McNaughton Wealth Management
California
$1.32M
HWA
108
HCR Wealth Advisors
California
$1.3M -$33K -581 -2%
CAG
109
Curtis Advisory Group
California
$1.26M +$5.86K +103 +0.5%
BCI
110
Brinker Capital Investments
Pennsylvania
$1.25M -$25.7K -452 -2%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.25M -$25.7K -452 -2%
SIAG
112
Safeguard Investment Advisory Group
California
$1.18M -$117K -2,051 -9%
Empower Advisory Group
113
Empower Advisory Group
Colorado
$1.17M +$4.1K +72 +0.4%
JBA
114
Johnson Bixby & Associates
Washington
$1.17M
WRPWM
115
Werba Rubin Papier Wealth Management
California
$1.16M +$328K +5,759 +39%
MWM
116
Merriman Wealth Management
Washington
$1.15M -$90.6K -1,593 -7%
PO
117
Private Ocean
California
$1.13M
AAS
118
Avantax Advisory Services
Texas
$1.08M +$31.7K +558 +3%
OCM
119
One Capital Management
California
$1.07M +$1.07M +18,845 New
BCM
120
Boltwood Capital Management
California
$1.07M -$326K -5,740 -23%
THL
121
Tillman Hartley LLC
Colorado
$1.07M
JSW
122
Journey Strategic Wealth
New Jersey
$1.05M +$90.2K +1,586 +9%
SC
123
Savant Capital
Illinois
$1.05M
EA
124
Eclectic Associates
California
$987K
LA
125
LM Advisors
California
$982K