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iShares California Muni Bond ETF

316 hedge funds and large institutions have $2.7B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
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
VWM
226
Verus Wealth Management
Wisconsin
$387K
MWM
227
Meridian Wealth Management
Kentucky
$386K
NBWM
228
North Berkeley Wealth Management
California
$384K
SA
229
Sovran Advisors
California
$380K
CIC
230
Carnegie Investment Counsel
Ohio
$380K
EA
231
Eclectic Associates
California
$377K
PTC
232
Private Trust Company
Ohio
$367K
SWG
233
Summit Wealth Group
Vermont
$359K
USB
234
Union Savings Bank
Connecticut
$355K
WIC
235
Whitegate Investment Counselors
New Hampshire
$354K
CTWM
236
Cherry Tree Wealth Management
Minnesota
$352K
HWP
237
Highline Wealth Partners
California
$348K
SWA
238
ShankerValleau Wealth Advisors
Illinois
$345K
SIC
239
SFE Investment Counsel
California
$340K
EC
240
Elequin Capital
New York
$339K
TC
241
Trilogy Capital
California
$339K
LNB
242
Ledyard National Bank
$334K
FWP
243
Falcon Wealth Planning
California
$331K
FPAS
244
Focus Partners Advisor Solutions
Missouri
$325K
WWP
245
Wise Wealth Partners
Arizona
$323K
TPWA
246
Twin Peaks Wealth Advisors
California
$317K
Fisher Asset Management
247
Fisher Asset Management
Washington
$313K
GSWM
248
Golden State Wealth Management
California
$296K
Cambridge Investment Research Advisors
249
Cambridge Investment Research Advisors
Iowa
$294K
LJAC
250
L.J. Altfest & Co
New York
$291K