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iShares California Muni Bond ETF

348 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336348 (+12)

1.72% less ownership

Funds ownership: 71.65%69.92% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
39
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$483M +$3.28M +56,779 +0.7%
Wealthfront Advisers
2
Wealthfront Advisers
California
$353M +$62.9M +1,089,990 +21%
Morgan Stanley
3
Morgan Stanley
New York
$106M +$4.74M +82,134 +5%
Bank of America
4
Bank of America
North Carolina
$104M -$5.58M -96,775 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$103M -$5.73M -99,397 -5%
FWI
6
Facet Wealth Inc
Maryland
$89.9M +$4.8M +83,217 +6%
SC
7
Syon Capital
California
$76.9M +$11.8M +204,365 +18%
B
8
Bailard
California
$70.2M -$11.8M -204,519 -14%
EWA
9
EP Wealth Advisors
California
$67.1M +$572K +9,918 +0.8%
LPL Financial
10
LPL Financial
California
$65.3M +$9.12M +158,111 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$58.1M +$27.6M +478,469 +88%
Mariner
12
Mariner
Kansas
$52.2M +$730K +12,660 +1%
BlackRock
13
BlackRock
New York
$50.2M +$37.2M +645,227 +272%
JP Morgan Chase
14
JP Morgan Chase
New York
$38.7M +$1.69M +29,330 +4%
TCIIS
15
TIAA-CREF Individual & Institutional Services
New York
$37.7M +$38.3M +663,621 New
Wells Fargo
16
Wells Fargo
California
$37.4M +$2.82M +48,820 +8%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$37.4M +$6.22M +107,828 +20%
UBS Group
18
UBS Group
Switzerland
$30.2M -$289K -5,004 -0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26.8M +$1.22M +21,217 +5%
OWM
20
Opes Wealth Management
California
$26.6M +$1.67M +29,000 +7%
BPA
21
Beacon Pointe Advisors
California
$23.4M +$17.1M +295,864 +256%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$23M +$3.48M +60,405 +18%
MWAM
23
Manhattan West Asset Management
California
$22.6M +$1.99M +34,481 +9%
GC
24
Guggenheim Capital
Illinois
$22.5M +$5.96M +103,351 +35%
AssetMark Inc
25
AssetMark Inc
California
$22.3M +$1.09M +18,851 +5%