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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$358K
WIC
227
Whitegate Investment Counselors
New Hampshire
$357K
AWS
228
Atria Wealth Solutions
New York
$353K
Goldman Sachs
229
Goldman Sachs
New York
$350K
SWA
230
ShankerValleau Wealth Advisors
Illinois
$348K
MWM
231
Meridian Wealth Management
Kentucky
$343K
EW
232
Elyxium Wealth
California
$341K
USB
233
Union Savings Bank
Connecticut
$339K
HWAM
234
Hennion & Walsh Asset Management
New Jersey
$339K
FPCP
235
Fort Point Capital Partners
California
$339K
LNB
236
Ledyard National Bank
$338K
PIA
237
Perennial Investment Advisors
California
$330K
PA
238
PFG Advisors
Arizona
$323K
TPWA
239
Twin Peaks Wealth Advisors
California
$314K
SPIA
240
Steward Partners Investment Advisory
New York
$305K
WWP
241
Wise Wealth Partners
Arizona
$302K
EWA
242
ERTS Wealth Advisors
Michigan
$301K
KWM
243
Kingsview Wealth Management
Oregon
$299K
LJAC
244
L.J. Altfest & Co
New York
$294K
CA
245
Clune & Associates
Illinois
$284K
CTA
246
Chesley Taft & Associates
Illinois
$279K
I
247
IMPACTfolio
Colorado
$277K
NRI
248
NFP Retirement Inc
California
$272K
SWP
249
Stratos Wealth Partners
Ohio
$267K
EH
250
Equitable Holdings
New York
$256K