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iShares California Muni Bond ETF

332 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 43 funds opening new positions, 158 increasing their positions, 70 reducing their positions, and 21 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:

1.01% more ownership

Funds ownership: 70.57%71.59% (+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
332
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
MWM
226
Meridian Wealth Management
Kentucky
$449K
Baird Financial Group
227
Baird Financial Group
Wisconsin
$448K
IWA
228
Invera Wealth Advisors
Oregon
$447K
EA
229
Eclectic Associates
California
$437K
CTA
230
Chesley Taft & Associates
Illinois
$424K
Millennium Management
231
Millennium Management
New York
$416K
LJAC
232
L.J. Altfest & Co
New York
$411K
Fisher Asset Management
233
Fisher Asset Management
Washington
$410K
SFS
234
Sowell Financial Services
Arkansas
$409K
SIM
235
Stratos Investment Management
Ohio
$403K
NBWM
236
North Berkeley Wealth Management
California
$400K
AF
237
ASL Financial
California
$400K
SWG
238
Summit Wealth Group
Vermont
$394K
RF
239
RHS Financial
California
$389K
HIF
240
Hill Island Financial
Michigan
$388K
VWM
241
Verus Wealth Management
Wisconsin
$385K
PTC
242
Private Trust Company
Ohio
$379K
OC
243
Oppenheimer & Co
New York
$371K
GSWM
244
Golden State Wealth Management
California
$366K
WIC
245
Whitegate Investment Counselors
New Hampshire
$365K
TC
246
Trilogy Capital
California
$363K
HWP
247
Highline Wealth Partners
California
$362K
FF
248
Fortitude Financial
Washington
$360K
DWM
249
DeLarme Wealth Management
California
$349K
TBWA
250
Three Bridge Wealth Advisors
California
$347K