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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
NA
226
Nautilus Advisors
California
$446K
MWM
227
Meridian Wealth Management
Kentucky
$445K
Baird Financial Group
228
Baird Financial Group
Wisconsin
$443K
EA
229
Eclectic Associates
California
$441K +$9.23K +160 +2%
AAP
230
Arax Advisory Partners
Colorado
$441K +$448K +7,757 New
SFS
231
Sowell Financial Services
Arkansas
$431K +$27.3K +474 +7%
GWM
232
GoalFusion Wealth Management
Texas
$426K +$433K +7,500 New
AF
233
ASL Financial
California
$421K +$24.8K +430 +6%
CTA
234
Chesley Taft & Associates
Illinois
$419K
LJAC
235
L.J. Altfest & Co
New York
$419K +$13.3K +230 +3%
SIM
236
Stratos Investment Management
Ohio
$418K +$19.1K +331 +5%
CIC
237
Carnegie Investment Counsel
Ohio
$404K +$63.2K +1,095 +18%
GSEP
238
Golden State Equity Partners
California
$404K +$205K +3,550 +100%
QPWM
239
Quadrant Private Wealth Management
Pennsylvania
$400K +$57.7K +1,000 +17%
NBWM
240
North Berkeley Wealth Management
California
$396K
RF
241
RHS Financial
California
$391K +$6.06K +105 +2%
SWG
242
Summit Wealth Group
Vermont
$389K
HIF
243
Hill Island Financial
Michigan
$384K
ZF
244
Zhang Financial
Michigan
$374K +$380K +6,580 New
VWM
245
Verus Wealth Management
Wisconsin
$372K -$8.65K -150 -2%
IUHSA
246
Itau Unibanco Holding S.A.
Brazil
$370K -$479K -8,307 -56%
EWA
247
Emergent Wealth Advisors
New York
$370K +$102K +1,764 +37%
DWM
248
DeLarme Wealth Management
California
$368K +$23.4K +405 +7%
PTC
249
Private Trust Company
Ohio
$367K -$8.37K -145 -2%
MBT
250
Montecito Bank & Trust
California
$367K +$372K +6,450 New