B
BlackRock California Investment Quality Municipal Trust
RAA • XASE
BlackRock California Investment Quality Municipal Trust is a publicly traded company on XASE. As of Q3 2025, 9 institutional investors hold shares in this company, with total holdings valued at $210.5M. SMI Advisory Services, LLC is the largest holder with a position valued at $196.9M.
Overview
Overview of institutional ownership in RAA as of Q3 2025
All Institutions
- Institutions
- 9
- Value Held
- $210.5M
- Shares Held
- 7.7M
- Avg Position
- $23.4M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in RAA as of Q3 2025
| Institution | Position Value |
|---|---|
 SMI Advisory Services, LLC RIA/Wealth | $196.9M 37.30% of portfolio |
E EverSource Wealth Advisors, LLC RIA/Wealth | $9.2M 0.37% of portfolio |
 IFP Advisors, Inc RIA/Wealth | $1.4M 0.04% of portfolio |
 JT Stratford LLC RIA/Wealth | $1.2M 0.16% of portfolio |
G GTS SECURITIES LLC Institution | $1.1M 0.04% of portfolio |
 Straight Path Wealth Management RIA/Wealth | $475.3K 0.13% of portfolio |
 TCI Wealth Advisors, Inc. RIA/Wealth | $305.7K 0.02% of portfolio |
 UBS Group AG Institution | $25.0K 0.00% of portfolio |
 Sound Income Strategies, LLC RIA/Wealth | $13.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RAA in Q3 2025
- Traded
- +$2.7M
- Buyers
- 6
- Sellers
- 1
- Total Bought
- +$2.7M
- Total Sold
- −$23.7K
- Avg Position
- $23.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JT Stratford LLC RIA/Wealth | +$1.2M +43.8K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | +$1.1M +40.9K shares |
SMI Advisory Services, LLC RIA/Wealth | +$279.5K +10.2K shares |
G GTS SECURITIES LLC Institution | +$133.3K +4.9K shares |
UBS Group AG Institution | +$25.0K +922.0 shares |
TCI Wealth Advisors, Inc. RIA/Wealth | +$1.4K +53.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
IFP Advisors, Inc RIA/Wealth | −$23.7K −874.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RAA in Q3 2025
- New Positions
- 1
- New Value
- $1.2M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
JT Stratford LLC RIA/Wealth | $1.2M 43.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in RAA 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 RAA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SMI Advisory Services, LLC RIA/Wealth | 37.30% $196.9M |
E EverSource Wealth Advisors, LLC RIA/Wealth | 0.37% $9.2M |
JT Stratford LLC RIA/Wealth | 0.16% $1.2M |
Straight Path Wealth Management RIA/Wealth | 0.13% $475.3K |
G GTS SECURITIES LLC Institution | 0.04% $1.1M |
IFP Advisors, Inc RIA/Wealth | 0.04% $1.4M |
TCI Wealth Advisors, Inc. RIA/Wealth | 0.02% $305.7K |
Sound Income Strategies, LLC RIA/Wealth | 0.00% $13.3K |
UBS Group AG Institution | 0.00% $25.0K |