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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
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$358K -$20.7K -368 -5%
WIC
227
Whitegate Investment Counselors
New Hampshire
$357K
AWS
228
Atria Wealth Solutions
New York
$353K -$323K -5,745 -48%
Goldman Sachs
229
Goldman Sachs
New York
$350K -$51.8K -920 -13%
SWA
230
ShankerValleau Wealth Advisors
Illinois
$348K -$6.42K -114 -2%
MWM
231
Meridian Wealth Management
Kentucky
$343K +$99.3K +1,765 +41%
EW
232
Elyxium Wealth
California
$341K
USB
233
Union Savings Bank
Connecticut
$339K +$339K +6,031 New
HWAM
234
Hennion & Walsh Asset Management
New Jersey
$339K +$87.9K +1,561 +35%
FPCP
235
Fort Point Capital Partners
California
$339K -$6.47K -115 -2%
LNB
236
Ledyard National Bank
$338K
PIA
237
Perennial Investment Advisors
California
$330K +$9.4K +167 +3%
PA
238
PFG Advisors
Arizona
$323K +$506 +9 +0.2%
TPWA
239
Twin Peaks Wealth Advisors
California
$314K +$11.4K +206 +4%
SPIA
240
Steward Partners Investment Advisory
New York
$305K +$281 +5 +0.1%
WWP
241
Wise Wealth Partners
Arizona
$302K +$1.46K +26 +0.5%
EWA
242
ERTS Wealth Advisors
Michigan
$301K +$44.2K +785 +17%
KWM
243
Kingsview Wealth Management
Oregon
$299K -$20.4K -363 -6%
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 +$2.14K +38 +0.8%
NRI
248
NFP Retirement Inc
California
$272K +$1.3K +23 +0.5%
SWP
249
Stratos Wealth Partners
Ohio
$267K
EH
250
Equitable Holdings
New York
$256K +$256K +4,544 New