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iShares California Muni Bond ETF

204 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+16
Holders Change %
+8.51%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
151
B. Riley Wealth Management
Tennessee
$322K -$2.87K -46 -0.9%
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$312K
CA
153
Calton & Associates
Florida
$301K +$187 +3 +0.1%
WCP
154
Wick Capital Partners
Pennsylvania
$299K +$299K +4,800 New
SAMC
155
Spectrum Asset Management (California)
California
$290K -$62.4K -1,000 -18%
SCG
156
Sonata Capital Group
Washington
$289K
PWLP
157
Prio Wealth Limited Partnership
Massachusetts
$287K
EA
158
Eclectic Associates
California
$284K +$284K +4,558 New
EH
159
Equitable Holdings
New York
$272K +$1.37K +22 +0.5%
EWM
160
EPG Wealth Management
Georgia
$264K +$1.37K +22 +0.5%
JIC
161
Joel Isaacson & Co
New York
$257K
PWM
162
Perigon Wealth Management
California
$250K +$2.61K +42 +1%
MCCP
163
Mission Creek Capital Partners
California
$249K
FAIM
164
Financial Advocates Investment Management
Washington
$238K +$1.18K +19 +0.5%
FFM
165
Forum Financial Management
Illinois
$237K +$237K +3,800 New
HAS
166
HBW Advisory Services
California
$235K +$187 +3 +0.1%
GAM
167
Gemmer Asset Management
California
$234K +$934 +15 +0.4%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$232K +$1.12K +18 +0.5%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$225K +$225K +3,609 New
PAG
170
Private Advisor Group
New Jersey
$221K -$209K -3,346 -49%
TFS
171
TrustCore Financial Services
Tennessee
$221K +$1.12K +18 +0.5%
GSWM
172
Golden State Wealth Management
California
$221K +$7.37K +118 +3%
AIP
173
Ameritas Investment Partners
Nebraska
$213K +$4.1K +66 +2%
Lido Advisors
174
Lido Advisors
California
$206K
CAG
175
Crestwood Advisors Group
Massachusetts
$205K