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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 %
Lido Advisors
176
Lido Advisors
California
$387K +$14.9K +262 +4%
ERIM
177
Eagle Ridge Investment Management
Connecticut
$387K +$4.89K +86 +1%
NFG
178
Northeast Financial Group
Pennsylvania
$382K +$11.9K +210 +3%
PTC
179
Private Trust Company
Ohio
$380K +$53.1K +934 +16%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$379K
MWS
181
Maxwell Wealth Strategies
California
$378K
LCM
182
Leisure Capital Management
California
$375K +$17.3K +304 +5%
LPP
183
Life Planning Partners
Florida
$373K
WS
184
Wedbush Securities
California
$371K
WIC
185
Whitegate Investment Counselors
New Hampshire
$361K
ACA
186
Atlas Capital Advisors
Wyoming
$359K +$40.8K +717 +13%
SWA
187
ShankerValleau Wealth Advisors
Illinois
$358K -$58.9K -1,036 -14%
PA
188
PFG Advisors
Arizona
$357K +$11.8K +208 +3%
PIA
189
Perennial Investment Advisors
California
$350K +$111K +1,947 +46%
VST
190
Van Strum & Towne
California
$347K
FNBSF
191
First National Bank Sioux Falls
South Dakota
$341K
PF
192
Prosperitas Financial
California
$340K
CW
193
CreativeOne Wealth
Kansas
$338K -$285K -5,017 -46%
CFC
194
Client First Capital
California
$334K
KCM
195
KM Capital Management
Texas
$322K +$2.22K +39 +0.7%
KWM
196
Kingsview Wealth Management
Oregon
$317K -$67.7K -1,191 -18%
AF
197
Allworth Financial
California
$316K
FWP
198
Falcon Wealth Planning
California
$310K -$40.4K -711 -12%
OMC
199
Old Mission Capital
Illinois
$309K +$309K +5,435 New
SCM
200
SOL Capital Management
Maryland
$301K