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iShares California Muni Bond ETF

315 hedge funds and large institutions have $2.39B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
226
Fort Point Capital Partners
California
$378K -$28.1K -503 -7%
Jane Street
227
Jane Street
New York
$377K -$99.9M -1,786,024 -100%
SIM
228
Stratos Investment Management
Ohio
$376K +$369K +6,599 New
GSWM
229
Golden State Wealth Management
California
$363K +$58.4K +1,044 +20%
WIC
230
Whitegate Investment Counselors
New Hampshire
$362K
HWP
231
Highline Wealth Partners
California
$359K +$2.69K +48 +0.8%
CIC
232
Carnegie Investment Counsel
Ohio
$359K -$29.3K -524 -8%
SIAG
233
Safeguard Investment Advisory Group
California
$352K -$565K -10,101 -62%
LJAC
234
L.J. Altfest & Co
New York
$352K +$53.2K +951 +18%
TC
235
Trilogy Capital
California
$347K
Northern Trust
236
Northern Trust
Illinois
$344K +$337K +6,032 New
LNB
237
Ledyard National Bank
$342K
NCM
238
Neumann Capital Management
California
$342K +$336K +6,000 New
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$339K +$37.8K +675 +13%
WWP
240
Wise Wealth Partners
Arizona
$333K +$2.29K +41 +0.7%
TPWA
241
Twin Peaks Wealth Advisors
California
$324K
Fisher Asset Management
242
Fisher Asset Management
Washington
$324K +$3.58K +64 +1%
HIF
243
Hill Island Financial
Michigan
$321K +$314K +5,621 New
WRPWM
244
Werba Rubin Papier Wealth Management
California
$305K -$625K -11,163 -68%
SAG
245
SageView Advisory Group
California
$304K +$57.2K +1,023 +24%
FWP
246
Falcon Wealth Planning
California
$300K -$38.7K -692 -12%
VHAM
247
Van Hulzen Asset Management
California
$290K +$284K +5,082 New
CA
248
Clune & Associates
Illinois
$288K
I
249
IMPACTfolio
Colorado
$284K +$2.41K +43 +0.9%
GI
250
GAMMA Investing
California
$282K +$69.8K +1,248 +34%