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iShares California Muni Bond ETF

329 hedge funds and large institutions have $2.71B invested in iShares California Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 156 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 70.57%71.47% (+0.9%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
226
Eclectic Associates
California
$437K
CTA
227
Chesley Taft & Associates
Illinois
$424K
Millennium Management
228
Millennium Management
New York
$416K
LJAC
229
L.J. Altfest & Co
New York
$411K
Fisher Asset Management
230
Fisher Asset Management
Washington
$410K
SFS
231
Sowell Financial Services
Arkansas
$409K
SIM
232
Stratos Investment Management
Ohio
$403K
NBWM
233
North Berkeley Wealth Management
California
$400K
AF
234
ASL Financial
California
$400K
SWG
235
Summit Wealth Group
Vermont
$394K
RF
236
RHS Financial
California
$389K
HIF
237
Hill Island Financial
Michigan
$388K
VWM
238
Verus Wealth Management
Wisconsin
$385K
PTC
239
Private Trust Company
Ohio
$379K
OC
240
Oppenheimer & Co
New York
$371K
GSWM
241
Golden State Wealth Management
California
$366K
WIC
242
Whitegate Investment Counselors
New Hampshire
$365K
TC
243
Trilogy Capital
California
$363K
HWP
244
Highline Wealth Partners
California
$362K
FF
245
Fortitude Financial
Washington
$360K
DWM
246
DeLarme Wealth Management
California
$349K
TBWA
247
Three Bridge Wealth Advisors
California
$347K
QPWM
248
Quadrant Private Wealth Management
Pennsylvania
$346K
CIC
249
Carnegie Investment Counsel
Ohio
$346K
LNB
250
Ledyard National Bank
$345K