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iShares California Muni Bond ETF

187 hedge funds and large institutions have $1.12B invested in iShares California Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
80
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$358M +$88.9M +1,420,083 +33%
Morgan Stanley
2
Morgan Stanley
New York
$120M +$3.3M +52,671 +3%
Bank of America
3
Bank of America
North Carolina
$85.5M +$416K +6,644 +0.5%
MWM
4
Mission Wealth Management
California
$51.5M -$920K -14,692 -2%
LPL Financial
5
LPL Financial
California
$34.8M +$2.34M +37,344 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$29.3M +$3.57M +57,025 +14%
Ameriprise
7
Ameriprise
Minnesota
$28.6M -$7.07M -112,853 -20%
MMA
8
Miracle Mile Advisors
California
$27.5M -$3.18M -50,710 -10%
B
9
Bailard
California
$21.9M +$101K +1,608 +0.5%
Jane Street
10
Jane Street
New York
$18.4M +$6.05M +96,672 +49%
EWA
11
EP Wealth Advisors
California
$16.2M -$3.04M -48,522 -16%
Wells Fargo
12
Wells Fargo
California
$16M +$437K +6,972 +3%
UBS Group
13
UBS Group
Switzerland
$15.7M +$2.12M +33,874 +16%
SC
14
Slow Capital
California
$14.9M +$7.12M +113,688 +91%
PFA
15
Pure Financial Advisors
California
$14.6M +$1.9M +30,262 +15%
MA
16
MUFG Americas
New York
$10.9M -$305K -4,875 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.96M +$1.22M +19,483 +14%
A
18
AdvicePeriod
California
$8.74M +$1.79M +28,513 +26%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.68M +$804K +12,847 +10%
EWF
20
Epstein & White Financial
California
$8.63M -$346K -5,528 -4%
TW
21
Towerpoint Wealth
California
$8.36M +$473K +7,556 +6%
FFA
22
First Foundation Advisors
California
$7.97M +$578K +9,227 +8%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$7.55M -$246K -3,936 -3%
PS
24
Portfolio Solutions
Michigan
$7.15M -$2.01K -32 -0%
MIAN
25
Mariner Independent Advisor Network
Kansas
$6.78M +$2.44M +39,023 +56%