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iShares California Muni Bond ETF

204 hedge funds and large institutions have $1.2B invested in iShares California Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+16
Holders Change %
+8.51%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
88
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$375M +$6.2M +99,398 +2%
Morgan Stanley
2
Morgan Stanley
New York
$124M +$844K +13,545 +0.7%
Bank of America
3
Bank of America
North Carolina
$85.9M +$760K +12,197 +0.9%
MWM
4
Mission Wealth Management
California
$54.8M +$6.88M +110,369 +14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$44.5M +$9.46M +151,745 +27%
MMA
6
Miracle Mile Advisors
California
$38.6M +$9.96M +159,838 +35%
LPL Financial
7
LPL Financial
California
$38.5M +$811K +13,007 +2%
SC
8
Slow Capital
California
$24.1M +$1.79M +28,714 +8%
B
9
Bailard
California
$21.6M -$28.8K -462 -0.1%
PFA
10
Pure Financial Advisors
California
$18.8M +$1.29M +20,660 +7%
UBS Group
11
UBS Group
Switzerland
$18.4M +$1.17M +18,794 +7%
Wells Fargo
12
Wells Fargo
California
$18.3M +$1.45M +23,228 +9%
Jane Street
13
Jane Street
New York
$17.5M +$9.16M +146,990 +110%
EWA
14
EP Wealth Advisors
California
$15.5M +$19.8K +318 +0.1%
Ameriprise
15
Ameriprise
Minnesota
$13.5M -$16.6M -266,684 -55%
MA
16
MUFG Americas
New York
$11.4M -$239K -3,831 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$10.8M +$82.2K +1,319 +0.8%
Mariner
18
Mariner
Kansas
$10.7M +$272K +4,361 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.5M -$778K -12,489 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.8M +$336K +5,384 +4%
TW
21
Towerpoint Wealth
California
$8.06M -$631K -10,119 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.88M +$12.8K +205 +0.2%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$7.54M +$50.8K +817 +0.7%
OWM
24
Opes Wealth Management
California
$7.35M +$773K +12,407 +12%
PS
25
Portfolio Solutions
Michigan
$7.13M +$101K +1,626 +1%