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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 %
HWM
126
HB Wealth Management
Georgia
$400K
PAM
127
Private Asset Management
California
$390K +$113K +2,000 +41%
BJL
128
Brighton Jones LLC
Washington
$387K
CSIC
129
Clifford Swan Investment Counsel
California
$383K
TWM
130
Titus Wealth Management
California
$366K +$847 +15 +0.2%
GAM
131
Gemmer Asset Management
California
$364K +$318K +5,624 +688%
WCG
132
Weaver Consulting Group
California
$355K +$56 +1 +0%
WCP
133
Wick Capital Partners
Pennsylvania
$344K +$344K +6,100 New
CW
134
CreativeOne Wealth
Kansas
$339K -$3.1K -55 -0.9%
WWA
135
WCG Wealth Advisors
Nevada
$331K +$331K +5,861 New
KAS
136
Kestra Advisory Services
Texas
$318K -$11.9K -211 -4%
MPM
137
Meritage Portfolio Management
Kansas
$314K
PTC
138
Private Trust Company
Ohio
$299K +$299K +5,295 New
GWS
139
Glassman Wealth Services
Virginia
$295K
CAM
140
Caprin Asset Management
Virginia
$294K
CCG
141
Coastwise Capital Group
California
$289K +$289K +5,118 New
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$282K
VCP
143
Verus Capital Partners
Arizona
$266K +$56 +1 +0%
CT
144
Columbia Trust
Oregon
$263K
SCG
145
Sonata Capital Group
Washington
$261K
PWLP
146
Prio Wealth Limited Partnership
Massachusetts
$260K
EA
147
Eclectic Associates
California
$257K
CG
148
Colony Group
Massachusetts
$243K +$243K +4,303 New
EWM
149
EPG Wealth Management
Georgia
$241K +$1.07K +19 +0.4%
IWC
150
Integrated Wealth Concepts
Massachusetts
$241K +$34.3K +608 +17%