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iShares California Muni Bond ETF

205 hedge funds and large institutions have $1.58B invested in iShares California Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
Holders Change %
0%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
15
Increased
100
Reduced
50
Closed
14
Calls
Puts
$682K
Net Calls
-$682K
Net Calls Change
-$940K
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
151
Atlas Capital Advisors
Wyoming
$378K +$162K +2,850 +75%
GAM
152
Gemmer Asset Management
California
$374K +$1.71K +30 +0.5%
WS
153
Wedbush Securities
California
$372K
NA
154
NewEdge Advisors
Louisiana
$371K -$930K -16,334 -71%
Lido Advisors
155
Lido Advisors
California
$369K
VPIM
156
Vanguard Personalized Indexing Management
California
$360K +$9.97K +175 +3%
VST
157
Van Strum & Towne
California
$347K -$285K -5,000 -45%
EA
158
Eclectic Associates
California
$339K -$28.1K -493 -8%
KAS
159
Kestra Advisory Services
Texas
$338K +$1.37K +24 +0.4%
CA
160
Calton & Associates
Florida
$335K -$20.2K -354 -6%
DIA
161
Davidson Investment Advisors
Montana
$331K +$50.1K +880 +18%
PTC
162
Private Trust Company
Ohio
$323K +$56.6K +994 +21%
OC
163
Oppenheimer & Co
New York
$314K
PFS
164
Prospera Financial Services
Texas
$302K
KCM
165
KM Capital Management
Texas
$302K +$302K +5,300 New
WW
166
Westshore Wealth
California
$300K +$1.14K +20 +0.4%
GWS
167
Glassman Wealth Services
Virginia
$297K
JPMorgan Chase & Co
168
JPMorgan Chase & Co
New York
$285K -$171 -3 -0.1%
TBWA
169
Three Bridge Wealth Advisors
California
$284K +$2.91K +51 +1%
BRWA
170
B. Riley Wealth Advisors
Florida
$271K -$75.1K -1,319 -22%
WC
171
Weil Company
California
$267K
RFP
172
Root Financial Partners
California
$260K -$7.86K -138 -3%
EH
173
Equitable Holdings
New York
$258K +$17.7K +310 +7%
BCP
174
Blue Chip Partners
Michigan
$258K -$15.7K -276 -6%
FC
175
FCA Corp
Texas
$255K -$159K -2,800 -38%