IQ MacKay California Municipal Intermediate Fund
MMCA • ARCA
IQ MacKay California Municipal Intermediate Fund is an exchange-traded fund on ARCA. As of Q3 2025, 14 institutional investors hold shares in this ETF, with total holdings valued at $27.5M. NEW YORK LIFE INVESTMENT MANAGEMENT LLC is the largest holder with a position valued at $10.5M.
Overview
Overview of institutional ownership in MMCA as of Q3 2025
All Institutions
- Institutions
- 14
- Value Held
- $27.5M
- Shares Held
- 1.3M
- Avg Position
- $2.0M
- Median Position
- $459.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $401.7K
- Shares Held
- 18.5K
- Avg Position
- $401.7K
- Median Position
- $401.7K
Biggest Investors
Institutions with the largest positions in MMCA as of Q3 2025
| Institution | Position Value |
|---|---|
 NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager | $10.5M 0.10% of portfolio |
 Weil Company, Inc. RIA/Wealth | $9.3M 2.30% of portfolio |
 Entruity Wealth, LLC RIA/Wealth | $2.4M 1.86% of portfolio |
 Octavia Wealth Advisors, LLC RIA/Wealth | $1.8M 0.18% of portfolio |
B Brio Consultants, LLC RIA/Wealth | $1.0M 0.14% of portfolio |
J JANE STREET GROUP, LLC Institution | $572.3K 0.00% of portfolio |
$517.2K 0.04% of portfolio | |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $401.7K 0.00% of portfolio |
 Wedmont Private Capital RIA/Wealth | $248.8K 0.01% of portfolio |
W Wealth Alliance Institution | $231.6K 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MMCA in Q3 2025
- Traded
- +$4.1M
- Buyers
- 11
- Sellers
- 3
- Total Bought
- +$4.3M
- Total Sold
- −$230.3K
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Octavia Wealth Advisors, LLC RIA/Wealth | +$1.8M +82.8K shares |
J JANE STREET GROUP, LLC Institution | +$572.3K +26.3K shares |
B Brio Consultants, LLC RIA/Wealth | +$461.3K +21.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$401.7K +18.5K shares |
Wedmont Private Capital RIA/Wealth | +$248.8K +11.4K shares |
Weil Company, Inc. RIA/Wealth | +$245.0K +11.3K shares |
W Wealth Alliance Institution | +$231.6K +10.7K shares |
O OLD MISSION CAPITAL LLC Institution | +$214.9K +9.9K shares |
 Summit Investment Advisors, Inc. RIA/Wealth | +$141.3K +6.5K shares |
Entruity Wealth, LLC RIA/Wealth | +$19.1K +880.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$204.0K −9.6K shares |
 UBS Group AG Institution | −$26.2K −1.2K shares |
 MORGAN STANLEY RIA/Wealth | −$30.0 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MMCA in Q3 2025
- New Positions
- 5
- New Value
- $2.6M
- Exited Positions
- 2
- Exited Value
- $204.1K
New Positions
| Institution | Position Value |
|---|---|
Octavia Wealth Advisors, LLC RIA/Wealth | $1.8M 82.8K shares |
Wedmont Private Capital RIA/Wealth | $248.8K 11.4K shares |
W Wealth Alliance Institution | $231.6K 10.7K shares |
O OLD MISSION CAPITAL LLC Institution | $214.9K 9.9K shares |
Summit Investment Advisors, Inc. RIA/Wealth | $141.3K 6.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $204.0K 9.6K shares |
MORGAN STANLEY RIA/Wealth | $30.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in MMCA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MMCA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Weil Company, Inc. RIA/Wealth | 2.30% $9.3M |
Entruity Wealth, LLC RIA/Wealth | 1.86% $2.4M |
Octavia Wealth Advisors, LLC RIA/Wealth | 0.18% $1.8M |
B Brio Consultants, LLC RIA/Wealth | 0.14% $1.0M |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager | 0.10% $10.5M |
0.04% $517.2K | |
W Wealth Alliance Institution | 0.02% $231.6K |
Wedmont Private Capital RIA/Wealth | 0.01% $248.8K |
O OLD MISSION CAPITAL LLC Institution | 0.01% $214.9K |
U UMA Financial Services, Inc. RIA/Wealth | 0.01% $57.5K |
Hedge Fund Spotlight
Discover hedge funds investing in MMCA
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in IQ MacKay California Municipal Intermediate Fund
- Market Value
- $401.7K
- Shares Held
- 18.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
