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iShares California Muni Bond ETF

162 hedge funds and large institutions have $727M invested in iShares California Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
19
Increased
52
Reduced
58
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
126
Mount Yale Investment Advisors
Colorado
$227K +$484 +8 +0.2%
IWS
127
Insight Wealth Strategies
California
$225K -$130K -2,156 -37%
22CM
128
20/20 Capital Management
California
$223K
CAG
129
Crestwood Advisors Group
Massachusetts
$218K
GAM
130
Gemmer Asset Management
California
$211K +$37K +611 +21%
CCP
131
Corient Capital Partners
California
$205K
QCMC
132
Quantum Capital Management (California)
California
$199K +$53.5K +885 +37%
MM
133
Main Management
California
$182K
EFSCE
134
Enterprise Financial Services Corp (EFSC)
Missouri
$169K
GRP
135
Global Retirement Partners
California
$133K -$13.7K -227 -9%
AIP
136
Ameritas Investment Partners
Nebraska
$129K +$6.07K +101 +5%
US Bancorp
137
US Bancorp
Minnesota
$119K
BFO
138
Biltmore Family Office
North Carolina
$118K -$12.1K -200 -9%
EI
139
Ellevest Inc
New York
$102K +$181 +3 +0.2%
CA
140
Crewe Advisors
Utah
$79K +$79K +1,306 New
WTC
141
WhitTier Trust Company
Nevada
$77K +$77K +1,266 New
NFG
142
Next Financial Group
Texas
$74K
APA
143
American Portfolios Advisors
New York
$72.6K
VCP
144
Verus Capital Partners
Arizona
$63K +$63K +1,045 New
SFS
145
Sowell Financial Services
Arkansas
$61K
AIC
146
Ameritas Investment Company
Nebraska
$54K +$54K +905 New
GI
147
Gradient Investments
Minnesota
$53K
BWA
148
BDO Wealth Advisors
Florida
$52K
PO
149
Private Ocean
California
$45K +$119 +2 +0.3%
Deutsche Bank
150
Deutsche Bank
Germany
$33K -$87K -1,450 -73%