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iShares California Muni Bond ETF

336 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 44 funds opening new positions, 159 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 70

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.39B → $2.71B (+$321M)

7% more funds holding

Funds holding: 315336 (+21)

1.04% more ownership

Funds ownership: 70.6%71.65% (+1%)

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
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
44
Increased
159
Reduced
70
Closed
21
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
USB
226
Union Savings Bank
Connecticut
$457K +$456K +7,947 New
NA
227
Nautilus Advisors
California
$451K
MWM
228
Meridian Wealth Management
Kentucky
$449K
Baird Financial Group
229
Baird Financial Group
Wisconsin
$448K +$447K +7,792 New
IWA
230
Invera Wealth Advisors
Oregon
$447K -$269K -4,680 -38%
EA
231
Eclectic Associates
California
$437K +$48.1K +838 +12%
CTA
232
Chesley Taft & Associates
Illinois
$424K
Millennium Management
233
Millennium Management
New York
$416K -$129K -2,239 -24%
LJAC
234
L.J. Altfest & Co
New York
$411K +$56K +976 +16%
Fisher Asset Management
235
Fisher Asset Management
Washington
$410K +$83.1K +1,447 +25%
SFS
236
Sowell Financial Services
Arkansas
$409K +$170K +2,963 +71%
SIM
237
Stratos Investment Management
Ohio
$403K +$23.8K +414 +6%
NBWM
238
North Berkeley Wealth Management
California
$400K +$4.48K +78 +1%
AF
239
ASL Financial
California
$400K +$400K +6,970 New
SWG
240
Summit Wealth Group
Vermont
$394K
RF
241
RHS Financial
California
$389K -$192K -3,342 -33%
HIF
242
Hill Island Financial
Michigan
$388K +$65.4K +1,139 +20%
VWM
243
Verus Wealth Management
Wisconsin
$385K -$6.89K -120 -2%
PTC
244
Private Trust Company
Ohio
$379K -$23.8K -415 -6%
OC
245
Oppenheimer & Co
New York
$371K +$370K +6,454 New
GSWM
246
Golden State Wealth Management
California
$366K
WIC
247
Whitegate Investment Counselors
New Hampshire
$365K
TC
248
Trilogy Capital
California
$363K +$13.6K +237 +4%
HWP
249
Highline Wealth Partners
California
$362K +$1.03K +18 +0.3%
FF
250
Fortitude Financial
Washington
$360K -$383K -6,679 -52%