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iShares California Muni Bond ETF

311 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 35 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
35
Increased
113
Reduced
113
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
226
Carnegie Investment Counsel
Ohio
$380K +$7.64K +137 +2%
EA
227
Eclectic Associates
California
$377K -$360K -6,463 -49%
PTC
228
Private Trust Company
Ohio
$367K -$6.24K -112 -2%
SWG
229
Summit Wealth Group
Vermont
$359K
USB
230
Union Savings Bank
Connecticut
$355K +$21.1K +380 +6%
WIC
231
Whitegate Investment Counselors
New Hampshire
$354K
CTWM
232
Cherry Tree Wealth Management
Minnesota
$352K -$20K -358 -5%
HWP
233
Highline Wealth Partners
California
$348K -$36.3K -651 -9%
SWA
234
ShankerValleau Wealth Advisors
Illinois
$345K
SIC
235
SFE Investment Counsel
California
$340K -$71.7K -1,287 -17%
EC
236
Elequin Capital
New York
$339K +$339K +6,090 New
TC
237
Trilogy Capital
California
$339K +$339K +6,078 New
LNB
238
Ledyard National Bank
$334K
FWP
239
Falcon Wealth Planning
California
$331K -$164K -2,949 -33%
FPAS
240
Focus Partners Advisor Solutions
Missouri
$325K -$343K -6,150 -51%
WWP
241
Wise Wealth Partners
Arizona
$323K +$23.9K +428 +8%
TPWA
242
Twin Peaks Wealth Advisors
California
$317K
Fisher Asset Management
243
Fisher Asset Management
Washington
$313K -$77.4K -1,388 -20%
GSWM
244
Golden State Wealth Management
California
$296K -$86.7K -1,555 -23%
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$294K -$61.6K -1,103 -17%
LJAC
246
L.J. Altfest & Co
New York
$291K
CA
247
Clune & Associates
Illinois
$281K
TSS
248
Two Sigma Securities
New York
$277K +$277K +4,976 New
I
249
IMPACTfolio
Colorado
$275K
SWP
250
Stratos Wealth Partners
Ohio
$274K +$9.14K +164 +3%