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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 %
IA
151
IFP Advisors
Florida
$232K
WLIM
152
White Lighthouse Investment Management
Massachusetts
$226K -$14.1K -250 -6%
MCCP
153
Mission Creek Capital Partners
California
$226K
HAS
154
HBW Advisory Services
California
$225K +$9.73K +172 +5%
WIC
155
Whitegate Investment Counselors
New Hampshire
$223K +$223K +3,950 New
EH
156
Equitable Holdings
New York
$222K -$3.78K -67 -2%
Wealthfront Advisers
157
Wealthfront Advisers
California
$222K +$222K +3,928 New
OCM
158
One Capital Management
California
$220K -$893K -15,831 -80%
BCPWM
159
Bradley & Co Private Wealth Management
Florida
$216K -$1.2M -21,224 -85%
FFM
160
Forum Financial Management
Illinois
$215K
Citigroup
161
Citigroup
New York
$214K +$47.4K +840 +28%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$212K +$905 +16 +0.4%
OWM
163
Opes Wealth Management
California
$208K -$8.17M -144,607 -98%
TFS
164
TrustCore Financial Services
Tennessee
$202K +$906 +16 +0.5%
CA
165
Calton & Associates
Florida
$200K -$6.48K -115 -3%
AIP
166
Ameritas Investment Partners
Nebraska
$184K -$2.25K -40 -1%
MM
167
Main Management
California
$170K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$161K
CPA
169
Cardiff Park Advisors
California
$158K +$679 +12 +0.4%
US Bancorp
170
US Bancorp
Minnesota
$114K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$113K -$95.8K -1,700 -46%
GRP
172
Global Retirement Partners
California
$101K
BBHC
173
Brown Brothers Harriman & Co
New York
$79K
APA
174
American Portfolios Advisors
New York
$69.3K +$339 +6 +0.5%
FFA
175
Founders Financial Alliance
North Carolina
$56K