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iShares California Muni Bond ETF

165 hedge funds and large institutions have $805M invested in iShares California Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
29
Increased
67
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$225M +$31.5M +514,339 +16%
Bank of America
2
Bank of America
North Carolina
$75.6M -$1.2M -19,547 -2%
MMA
3
Miracle Mile Advisors
California
$57.9M +$3.56M +58,195 +7%
MWM
4
Mission Wealth Management
California
$55.2M -$357K -5,838 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$52.9M -$426K -6,954 -0.8%
B
6
Bailard
California
$23.5M -$495K -8,085 -2%
UBS Group
7
UBS Group
Switzerland
$23.2M -$3.68M -60,151 -14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$16.5M +$1.41M +22,988 +9%
LPL Financial
9
LPL Financial
California
$14.6M +$1.42M +23,225 +11%
Wells Fargo
10
Wells Fargo
California
$13.9M +$3.32M +54,254 +32%
PFA
11
Pure Financial Advisors
California
$11.9M -$384K -6,270 -3%
Ameriprise
12
Ameriprise
Minnesota
$10.9M +$330K +5,392 +3%
MA
13
MUFG Americas
New York
$9.8M +$9.05M +147,827 +1,210%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.48M -$102K -1,672 -1%
Principal Financial Group
15
Principal Financial Group
Iowa
$8.64M -$9.33M -152,292 -52%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.35M +$1.45M +23,712 +21%
BZWA
17
Blue Zone Wealth Advisors
California
$7.51M +$7.51M +122,591 New
FFA
18
First Foundation Advisors
California
$7.48M +$3.97M +64,791 +113%
A
19
AdvicePeriod
California
$7.47M +$369K +6,027 +5%
PA
20
Parkside Advisors
California
$6.89M +$1.86M +30,395 +37%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$6.62M -$42.2K -691 -0.6%
TW
22
Towerpoint Wealth
California
$6.52M +$161K +2,630 +3%
PCWA
23
Pacific Capital Wealth Advisors
California
$6.14M +$6.14M +100,334 New
SC
24
Slow Capital
California
$5.67M +$53.8K +878 +1%
MIAN
25
Mariner Independent Advisor Network
Kansas
$5.17M +$360K +5,872 +7%