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iShares California Muni Bond ETF

192 hedge funds and large institutions have $1.13B invested in iShares California Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
14
Increased
63
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$117K
JWBC
177
John W. Brooker & Co
California
$103K
GRP
178
Global Retirement Partners
California
$101K +$101K +1,789 New
MCC
179
Money Concepts Capital
Florida
$95K +$95K +1,640 New
BBHC
180
Brown Brothers Harriman & Co
New York
$81K
APA
181
American Portfolios Advisors
New York
$71.1K +$175 +3 +0.2%
FFA
182
Founders Financial Alliance
North Carolina
$58K
GAM
183
Gemmer Asset Management
California
$47K -$169K -2,940 -78%
PO
184
Private Ocean
California
$45K +$58 +1 +0.1%
BFO
185
Biltmore Family Office
North Carolina
$41K
EW
186
Evoke Wealth
California
$26K
First Manhattan
187
First Manhattan
New York
$21K
AF
188
Allworth Financial
California
$19K -$25.2K -421 -57%
EI
189
Ellevest Inc
New York
$12K
CAL
190
Capital Analysts LLC
Pennsylvania
$6K
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$5K -$56.6K -1,042 -92%
WIM
192
Westside Investment Management
California
$1.4K -$74 -1,275 -5%
Principal Financial Group
193
Principal Financial Group
Iowa
-$3.39M -54,424 Closed
PCMC
194
Paragon Capital Management (Colorado)
Colorado
-$1.76M -28,174 Closed
MPW
195
Monterey Private Wealth
California
-$1.04M -16,627 Closed
LWAC
196
Laurel Wealth Advisors (California)
California
-$946K -15,187 Closed
AssetMark Inc
197
AssetMark Inc
California
-$769K -12,331 Closed
ACA
198
Affinity Capital Advisors
California
-$545K -8,741 Closed
LGWM
199
Litman Gregory Wealth Management
California
-$482K -7,727 Closed
IIA
200
Integral Investment Advisors
California
-$420K -6,734 Closed