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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 %
ODA
126
One Degree Advisors
California
$981K +$22.3K +393 +2%
TDWM
127
Topel & Distasi Wealth Management
California
$967K
Wealthfront Advisers
128
Wealthfront Advisers
California
$965K -$6.31K -111 -0.6%
NCM
129
Neumann Capital Management
California
$956K -$411K -7,220 -30%
AWM
130
AE Wealth Management
Kansas
$899K
VA
131
Valmark Advisers
Ohio
$870K +$49.9K +878 +6%
RJA
132
Raymond James & Associates
Florida
$822K +$822K +14,453 New
CPSC
133
Carl P. Sherr & Co
Massachusetts
$809K
TC
134
TownSquare Capital
Utah
$776K +$68.1K +1,198 +10%
Stifel Financial
135
Stifel Financial
Missouri
$769K +$19.6K +344 +3%
Comerica Bank
136
Comerica Bank
Texas
$763K +$124K +2,175 +19%
DWM
137
Destination Wealth Management
California
$761K +$142K +2,496 +23%
KW
138
KWB Wealth
California
$744K
ASG
139
Ariston Services Group
California
$732K
TF
140
Tenon Financial
New Jersey
$728K
AP
141
Adero Partners
California
$698K +$235K +4,123 +51%
APP
142
Avantax Planning Partners
Iowa
$694K
FMTC
143
Farmers & Merchants Trust Company
California
$681K -$22.6K -397 -3%
IWC
144
Integrated Wealth Concepts
Massachusetts
$662K +$250K +4,393 +61%
DIA
145
Davidson Investment Advisors
Montana
$656K +$208K +3,650 +46%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$655K +$99.9K +1,757 +18%
TBWA
147
Three Bridge Wealth Advisors
California
$650K -$13.5K -238 -2%
IAG
148
Investment Advisory Group
Massachusetts
$648K
BA
149
Bristlecone Advisors
Washington
$639K +$29.4K +516 +5%
MCM
150
Mattern Capital Management
Colorado
$634K +$26.5K +466 +4%