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iShares California Muni Bond ETF

91 hedge funds and large institutions have $285M invested in iShares California Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
37
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.3M +$1.98M +33,364 +4%
MWM
2
Mission Wealth Management
California
$35.8M -$122K -2,064 -0.3%
CSIA
3
Charles Schwab Investment Advisory
California
$28.9M -$794K -13,400 -3%
Morgan Stanley
4
Morgan Stanley
New York
$19.9M +$2.59M +43,678 +15%
B
5
Bailard
California
$18.3M +$785K +13,250 +4%
UBS Group
6
UBS Group
Switzerland
$14.2M -$1.17M -19,696 -8%
Ameriprise
7
Ameriprise
Minnesota
$11.5M +$1.4M +23,776 +14%
LPL Financial
8
LPL Financial
California
$8.83M +$511K +8,624 +6%
PFA
9
Pure Financial Advisors
California
$8.1M +$99.2K +1,674 +1%
Wells Fargo
10
Wells Fargo
California
$6.89M +$24.4K +412 +0.4%
Jane Street
11
Jane Street
New York
$6.45M +$997K +16,826 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.23M +$1.48M +24,910 +39%
Principal Financial Group
13
Principal Financial Group
Iowa
$4.98M +$4.98M +84,000 New
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$4.37M -$729K -12,302 -14%
WP
15
WealthSource Partners
California
$4.25M -$10.7K -180 -0.3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.22M +$2.76M +46,522 +188%
Betterment LLC
17
Betterment LLC
New York
$4.21M +$91.1K +1,538 +2%
PA
18
Parkside Advisors
California
$3.69M -$92.6K -1,562 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.6M -$245K -4,138 -6%
BTS
20
BB&T Securities
Virginia
$3.07M +$258K +4,350 +9%
BPC
21
Banque Pictet & Cie
Switzerland
$2.72M -$126K -2,120 -4%
PNAA
22
Pictet North America Advisors
Switzerland
$2.72M -$126K -2,120 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.02M +$26.8K +452 +1%
BCM
24
Boltwood Capital Management
California
$1.86M +$480K +8,100 +35%
OCM
25
One Capital Management
California
$1.85M +$1.85M +31,270 New