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iShares California Muni Bond ETF

123 hedge funds and large institutions have $576M invested in iShares California Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
18
Increased
44
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$206M +$34.5M +594,558 +20%
Morgan Stanley
2
Morgan Stanley
New York
$45M +$3.6M +62,127 +9%
Bank of America
3
Bank of America
North Carolina
$44.7M -$1.27M -21,887 -3%
MMA
4
Miracle Mile Advisors
California
$37.8M +$3.27M +56,331 +9%
BlackRock
5
BlackRock
New York
$29.7M +$28.8M +496,761 +3,278%
MWM
6
Mission Wealth Management
California
$26.7M -$2.24M -38,559 -8%
B
7
Bailard
California
$19.8M -$245K -4,221 -1%
UBS Group
8
UBS Group
Switzerland
$15M +$335K +5,784 +2%
Ameriprise
9
Ameriprise
Minnesota
$11.4M -$176K -3,042 -2%
PFA
10
Pure Financial Advisors
California
$10.5M +$10.5M +181,139 New
LPL Financial
11
LPL Financial
California
$8.85M -$439K -7,573 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.11M -$1.99M -34,311 -22%
Wells Fargo
13
Wells Fargo
California
$6.29M +$572K +9,859 +10%
A
14
AdvicePeriod
California
$5.83M +$672K +11,591 +13%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$5.14M +$42.2K +729 +0.8%
Betterment LLC
16
Betterment LLC
New York
$4.9M +$301K +5,192 +7%
WP
17
WealthSource Partners
California
$4.12M -$12.7K -219 -0.3%
FI
18
FormulaFolio Investments
Michigan
$3.94M -$79K -1,362 -2%
SC
19
Slow Capital
California
$3.83M +$1.1M +18,968 +40%
PA
20
Parkside Advisors
California
$3.52M +$17.6K +304 +0.5%
TW
21
Towerpoint Wealth
California
$3.4M +$1.75M +30,150 +106%
BCM
22
Boltwood Capital Management
California
$3.34M +$681K +11,740 +26%
RMC
23
Regis Management Company
California
$3.33M +$354K +6,100 +12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.02M -$1.09M -18,720 -26%
KCM
25
Karp Capital Management
California
$2.63M +$333K +5,738 +14%