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iShares California Muni Bond ETF

313 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NBWM
226
North Berkeley Wealth Management
California
$384K
SA
227
Sovran Advisors
California
$380K
CIC
228
Carnegie Investment Counsel
Ohio
$380K
EA
229
Eclectic Associates
California
$377K
PTC
230
Private Trust Company
Ohio
$367K
SWG
231
Summit Wealth Group
Vermont
$359K
USB
232
Union Savings Bank
Connecticut
$355K
WIC
233
Whitegate Investment Counselors
New Hampshire
$354K
CTWM
234
Cherry Tree Wealth Management
Minnesota
$352K
HWP
235
Highline Wealth Partners
California
$348K
SWA
236
ShankerValleau Wealth Advisors
Illinois
$345K
SIC
237
SFE Investment Counsel
California
$340K
EC
238
Elequin Capital
New York
$339K
TC
239
Trilogy Capital
California
$339K
LNB
240
Ledyard National Bank
$334K
FWP
241
Falcon Wealth Planning
California
$331K
FPAS
242
Focus Partners Advisor Solutions
Missouri
$325K
WWP
243
Wise Wealth Partners
Arizona
$323K
TPWA
244
Twin Peaks Wealth Advisors
California
$317K
Fisher Asset Management
245
Fisher Asset Management
Washington
$313K
GSWM
246
Golden State Wealth Management
California
$296K
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$294K
LJAC
248
L.J. Altfest & Co
New York
$291K
CA
249
Clune & Associates
Illinois
$281K
TSS
250
Two Sigma Securities
New York
$277K