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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
EWA
251
Exencial Wealth Advisors
Oklahoma
$270K +$8.34K +149 +3%
EWA
252
Emergent Wealth Advisors
New York
$270K
NRI
253
NFP Retirement Inc
California
$269K -$8.95K -160 -3%
CTWM
254
Cherry Tree Wealth Management
Minnesota
$266K -$92.5K -1,653 -26%
HWM
255
HB Wealth Management
Georgia
$256K
FLPIM
256
F.L. Putnam Investment Management
Massachusetts
$254K
SVWG
257
Shared Vision Wealth Group
United States
$254K -$5.43K -97 -2%
EW
258
Elyxium Wealth
California
$247K
SEP
259
Southland Equity Partners
Missouri
$246K
Citigroup
260
Citigroup
New York
$245K
PA
261
PFG Advisors
Arizona
$244K +$239K +4,280 New
CCM
262
Coldstream Capital Management
Washington
$240K
SFS
263
Sowell Financial Services
Arkansas
$237K +$17K +304 +8%
T
264
Tidemark
California
$232K +$169K +3,026 +288%
RPGK
265
Retirement Planning Group (Kansas)
Kansas
$230K +$1.73K +31 +0.8%
SIC
266
SFE Investment Counsel
California
$228K -$118K -2,101 -34%
SCM
267
Stordahl Capital Management
Colorado
$227K +$1.12K +20 +0.5%
QPWM
268
Quadrant Private Wealth Management
Pennsylvania
$223K +$1.68K +30 +0.8%
EH
269
Equitable Holdings
New York
$221K -$2.57K -46 -1%
GWP
270
Gateway Wealth Partners
Wisconsin
$220K +$215K +3,851 New
GS
271
GWN Securities
Florida
$218K +$5.09K +91 +2%
SAM
272
Sherman Asset Management
California
$214K
MCM
273
Morton Capital Management
California
$208K +$1.57K +28 +0.8%
FC
274
FCA Corp
Texas
$207K
TF
275
TLWM Financial
Texas
$203K +$199K +3,556 New