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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 %
VWA
151
VERITY Wealth Advisors
United States
$621K
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$613K
TLFA
153
True Link Financial Advisors
California
$600K +$14.2K +250 +2%
MFWM
154
Motley Fool Wealth Management
Virginia
$599K
Goldman Sachs
155
Goldman Sachs
New York
$593K -$319K -5,600 -35%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$587K +$1.48K +26 +0.3%
FAIM
157
Financial Advocates Investment Management
Washington
$582K -$253K -4,455 -30%
GKWIM
158
Gerber Kawasaki Wealth & Investment Management
California
$560K +$340K +5,974 +154%
CIP
159
Capital Insight Partners
Arizona
$553K +$553K +9,725 New
SFFS
160
Stonehage Fleming Financial Services
Jersey
$539K +$539K +9,473 New
IWM
161
Integris Wealth Management
California
$524K -$172K -3,029 -25%
BJL
162
Brighton Jones LLC
Washington
$517K +$171 +3 +0%
JFG
163
Jefferies Financial Group
New York
$510K
SVWG
164
Shared Vision Wealth Group
United States
$497K +$204K +3,585 +70%
AIM
165
Aspen Investment Management
Michigan
$496K +$99.6K +1,750 +25%
SRWM
166
Shira Ridge Wealth Management
California
$495K +$152K +2,680 +45%
CCM
167
Coldstream Capital Management
Washington
$486K +$11.5K +202 +2%
IC
168
IEQ Capital
California
$459K +$3.19K +56 +0.7%
RIG
169
RiverFront Investment Group
Virginia
$457K -$98K -1,723 -18%
WWP
170
Waypoint Wealth Partners
California
$455K
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$429K +$13.4K +236 +3%
NL
172
NDWM LLC
California
$423K
Fisher Asset Management
173
Fisher Asset Management
Washington
$416K +$47.6K +837 +13%
HWP
174
Highline Wealth Partners
California
$406K +$2.84K +50 +0.7%
CSIC
175
Clifford Swan Investment Counsel
California
$399K