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iShares California Muni Bond ETF

270 hedge funds and large institutions have $2.56B invested in iShares California Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+20
Holders Change %
+8%
% of All Funds
3.91%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
34
Increased
122
Reduced
65
Closed
10
Calls
$291K
Puts
$262K
Net Calls
+$29K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
SIAG
126
Safeguard Investment Advisory Group
California
$1.16M -$49.9K -859 -4%
Wealthfront Advisers
127
Wealthfront Advisers
California
$1.13M +$148K +2,550 +15%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$519K +8,931 +86%
BCI
129
Brinker Capital Investments
Pennsylvania
$1.12M -$158K -2,722 -12%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.12M -$158K -2,722 -12%
THL
131
Tillman Hartley LLC
Colorado
$1.09M
SC
132
Savant Capital
Illinois
$1.07M
JSW
133
Journey Strategic Wealth
New Jersey
$1.06M -$19.4K -333 -2%
IWC
134
Integrated Wealth Concepts
Massachusetts
$1.05M +$377K +6,495 +56%
EA
135
Eclectic Associates
California
$1.01M
Stifel Financial
136
Stifel Financial
Missouri
$1,000K +$214K +3,681 +27%
TDWM
137
Topel & Distasi Wealth Management
California
$987K
LA
138
LM Advisors
California
$945K -$58.1K -1,000 -6%
Citadel Advisors
139
Citadel Advisors
Florida
$930K +$930K +16,012 New
AWM
140
AE Wealth Management
Kansas
$918K
VA
141
Valmark Advisers
Ohio
$918K +$29.1K +500 +3%
BCM
142
Boltwood Capital Management
California
$884K -$210K -3,610 -19%
WRPWM
143
Werba Rubin Papier Wealth Management
California
$876K -$314K -5,408 -26%
RIG
144
RiverFront Investment Group
Virginia
$862K +$396K +6,809 +85%
DWM
145
Destination Wealth Management
California
$832K +$54.3K +934 +7%
RJA
146
Raymond James & Associates
Florida
$828K -$12.1K -209 -1%
GC
147
Guggenheim Capital
Illinois
$827K +$827K +14,239 New
TBWA
148
Three Bridge Wealth Advisors
California
$798K +$135K +2,315 +20%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$794K +$124K +2,135 +19%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$774K +$618K +10,624 +396%