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iShares California Muni Bond ETF

130 hedge funds and large institutions have $543M invested in iShares California Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.9%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
24
Increased
41
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$8K +$8K +140 New
KC
127
Knuff & Co
California
$7K +$7K +119 New
Northern Trust
128
Northern Trust
Illinois
$6K
TWM
129
Titus Wealth Management
California
$264 +8 +0.2%
RMC
130
Regis Management Company
California
-$3.33M -57,464 Closed
CCP
131
Corient Capital Partners
California
-$814K -14,044 Closed
EWA
132
EP Wealth Advisors
California
-$808K -13,940 Closed
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$539K -9,288 Closed
KWA
134
KCS Wealth Advisory
California
-$505K -8,703 Closed
Citadel Advisors
135
Citadel Advisors
Florida
-$473K -8,159 Closed
GJIC
136
Gamble Jones Investment Counsel
California
-$450K -7,765 Closed
BRF
137
B. Riley Financial
California
-$370K -6,382 Closed
ERIM
138
Eagle Ridge Investment Management
Connecticut
-$304K -5,250 Closed
EWM
139
Empirical Wealth Management
Washington
-$250K -4,307 Closed
CCM
140
Coe Capital Management
Illinois
-$230K -3,960 Closed
MCP
141
Mirador Capital Partners
California
-$213K -3,679 Closed
TSS
142
Two Sigma Securities
New York
-$201K -3,469 Closed
SPIA
143
Steward Partners Investment Advisory
New York
-$180K -3,109 Closed
DWM
144
Destination Wealth Management
California
-$20K -346 Closed
SWP
145
Stratos Wealth Partners
Ohio
-$5K -85 Closed