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IQ MacKay California Municipal Intermediate ETF

19 hedge funds and large institutions have $56.2M invested in IQ MacKay California Municipal Intermediate ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

105% more capital invested

Capital invested by funds: $27.5M → $56.2M (+$28.8M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more funds holding

Funds holding: 1419 (+5)

4.1% more ownership

Funds ownership: 79%83.1% (+4.1%)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
7
Increased
7
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIC
1
New York Life Insurance Company
New York
$25.1M +$25.1M +1,151,544 New
NYLIM
2
New York Life Investment Management
New York
$10.6M
WC
3
Weil Company
California
$9.61M +$254K +11,659 +3%
OWA
4
Octavia Wealth Advisors
Ohio
$2.71M +$896K +41,078 +50%
EW
5
Entruity Wealth
California
$2.52M +$114K +5,205 +5%
FA
6
FF Advisors
California
$1.07M +$1.07M +48,891 New
BC
7
Brio Consultants
California
$1.05M +$21.6K +988 +2%
Jane Street
8
Jane Street
New York
$721K +$147K +6,721 +26%
IAIM
9
International Assets Investment Management
Florida
$533K +$1.68K +77 +0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$497K +$497K +22,760 New
OMC
11
Old Mission Capital
Illinois
$483K +$267K +12,243 +124%
APP
12
Avantax Planning Partners
Iowa
$328K +$327K +15,006 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$274K +$274K +12,550 New
WPC
14
Wedmont Private Capital
Pennsylvania
$251K
WA
15
Wealth Alliance
New York
$232K
AIP
16
Ameritas Investment Partners
Nebraska
$142K
PWA
17
Physician Wealth Advisors
Utah
$57.7K
Osaic Holdings
18
Osaic Holdings
Arizona
$30.6K +$30.6K +1,400 New
SFS
19
Sunrise Financial Services
Washington
$15.3K +$15.3K +700 New
Citadel Advisors
20
Citadel Advisors
Florida
-$402K -18,475 Closed
UBS Group
21
UBS Group
Switzerland
-$4.98K -229 Closed

MMCA Hedge Fund Activity: Q4 2025 in Review

19 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in IQ MacKay California Municipal Intermediate ETF (MMCA) for Q4 2025, worth a combined $56.2M — up 105% from $27.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MMCA positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was New York Life Insurance Company, opening a new position worth an estimated $25.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $402K sold.

  • 19 institutional investors held IQ MacKay California Municipal Intermediate ETF (MMCA) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $56.2M of IQ MacKay California Municipal Intermediate ETF stock for Q4 2025, up 105% quarter-over-quarter.
  • 7 funds opened new IQ MacKay California Municipal Intermediate ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest IQ MacKay California Municipal Intermediate ETF buyer in Q4 2025 was New York Life Insurance Company, an estimated $25.1M added.
  • The largest IQ MacKay California Municipal Intermediate ETF seller in Q4 2025 was Citadel Advisors, an estimated $402K sold.

Based on aggregated 13F filings for Q4 2025.