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iShares California Muni Bond ETF

298 hedge funds and large institutions have $2.93B invested in iShares California Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+28
Holders Change %
+10.37%
% of All Funds
3.97%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
57
Increased
143
Reduced
53
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
201
NorthCrest Asset Manangement
Minnesota
$454K +$92.7K +1,618 +26%
WAS
202
WESPAC Advisors SoCal
California
$450K +$149K +2,601 +49%
NA
203
Nautilus Advisors
California
$450K +$450K +7,850 New
CCG
204
Catalina Capital Group
California
$422K +$123K +2,147 +41%
GSWM
205
Golden State Wealth Management
California
$415K +$415K +7,248 New
NBWM
206
North Berkeley Wealth Management
California
$410K +$410K +7,152 New
Goldman Sachs
207
Goldman Sachs
New York
$409K -$28.8K -502 -7%
CSIC
208
Clifford Swan Investment Counsel
California
$402K
SA
209
Sovran Advisors
California
$401K +$401K +7,110 New
GI
210
GAMMA Investing
California
$395K +$87K +1,519 +28%
PWM
211
Perigon Wealth Management
California
$394K +$394K +6,968 New
HWP
212
Highline Wealth Partners
California
$393K +$3.72K +65 +1%
SFS
213
Strategic Financial Services
New York
$392K
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$386K -$40.6K -708 -10%
PTC
215
Private Trust Company
Ohio
$384K +$687 +12 +0.2%
MWS
216
Maxwell Wealth Strategies
California
$383K +$2.52K +44 +0.7%
CTWM
217
Cherry Tree Wealth Management
Minnesota
$382K
SWMG
218
Sanchez Wealth Management Group
Florida
$382K +$382K +6,665 New
ERIM
219
Eagle Ridge Investment Management
Connecticut
$378K -$14K -245 -4%
SWG
220
Summit Wealth Group
Vermont
$369K +$369K +6,436 New
WIC
221
Whitegate Investment Counselors
New Hampshire
$364K
AQR Capital Management
222
AQR Capital Management
Connecticut
$361K
SWA
223
ShankerValleau Wealth Advisors
Illinois
$361K
PF
224
Prosperitas Financial
California
$359K
FPCP
225
Fort Point Capital Partners
California
$351K