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iShares California Muni Bond ETF

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAN
126
Financial Advisors Network
California
$247K
MCCP
127
Mission Creek Capital Partners
California
$245K +$245K +4,000 New
MYIA
128
Mount Yale Investment Advisors
Colorado
$233K -$23.2K -373 -9%
AWA
129
Arete Wealth Advisors
Illinois
$230K +$230K +3,759 New
22CM
130
20/20 Capital Management
California
$227K +$227K +3,656 New
CAG
131
Crestwood Advisors Group
Massachusetts
$220K +$12.2K +200 +6%
DADC
132
D.A. Davidson & Co
Montana
$214K -$141K -2,300 -40%
HAS
133
HBW Advisory Services
California
$211K +$211K +3,425 New
OIWM
134
OptiFour Integrated Wealth Management
Virginia
$208K
CCP
135
Corient Capital Partners
California
$207K -$209K -3,419 -50%
PAS
136
Park Avenue Securities
New York
$203K
AM
137
Atwater Malick
Pennsylvania
$200K
MM
138
Main Management
California
$184K
SPIA
139
Steward Partners Investment Advisory
New York
$180K +$305 +5 +0.2%
GAM
140
Gemmer Asset Management
California
$176K +$17K +278 +11%
EFSCE
141
Enterprise Financial Services Corp (EFSC)
Missouri
$171K
GRP
142
Global Retirement Partners
California
$148K
QCMC
143
Quantum Capital Management (California)
California
$147K +$21.6K +354 +17%
BFO
144
Biltmore Family Office
North Carolina
$132K -$2.02K -33 -2%
AIP
145
Ameritas Investment Partners
Nebraska
$125K +$22.5K +369 +22%
Deutsche Bank
146
Deutsche Bank
Germany
$122K
US Bancorp
147
US Bancorp
Minnesota
$121K
EI
148
Ellevest Inc
New York
$103K +$103K +1,689 New
NFG
149
Next Financial Group
Texas
$75K
APA
150
American Portfolios Advisors
New York
$73.5K