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iShares California Muni Bond ETF

348 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336348 (+12)

1.72% less ownership

Funds ownership: 71.65%69.92% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
39
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
251
Sonata Capital Group
Washington
$366K +$130K +2,250 +54%
EH
252
Equitable Holdings
New York
$362K +$46.7K +809 +15%
WIC
253
Whitegate Investment Counselors
New Hampshire
$361K
PRP
254
Peak Retirement Planning
Ohio
$361K +$366K +6,342 New
HWP
255
Highline Wealth Partners
California
$360K +$1.73K +30 +0.5%
TC
256
Trilogy Capital
California
$359K
KCP
257
Kera Capital Partners
California
$353K +$358K +6,203 New
RSWM
258
Robertson Stephens Wealth Management
California
$350K +$355K +6,154 New
FWP
259
Falcon Wealth Planning
California
$347K +$57.1K +990 +19%
Fisher Asset Management
260
Fisher Asset Management
Washington
$345K -$61.2K -1,061 -15%
LNB
261
Ledyard National Bank
$341K
WWP
262
Wise Wealth Partners
Arizona
$336K +$1.56K +27 +0.5%
FF
263
Fortitude Financial
Washington
$335K -$21.6K -375 -6%
FPCP
264
Fort Point Capital Partners
California
$327K
I
265
IMPACTfolio
Colorado
$322K +$37.7K +653 +13%
VA
266
VestGen Advisors
Illinois
$318K +$321K +5,570 New
SIAG
267
Safeguard Investment Advisory Group
California
$305K -$7.67K -133 -2%
USB
268
Union Savings Bank
Connecticut
$300K -$154K -2,668 -34%
MW
269
Members Wealth
Pennsylvania
$298K +$52.5K +910 +21%
AR
270
Apeiron RIA
Texas
$297K
BIG
271
Brooklyn Investment Group
New York
$288K +$292K +5,062 New
VHAM
272
Van Hulzen Asset Management
California
$288K
MAWA
273
Moss Adams Wealth Advisors
Washington
$277K -$346K -6,003 -55%
EWA
274
Exencial Wealth Advisors
Oklahoma
$275K +$5.25K +91 +2%
NRI
275
NFP Retirement Inc
California
$269K