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iShares California Muni Bond ETF

312 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 27 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
Exencial Wealth Advisors
Oklahoma
$270K
EWA
252
Emergent Wealth Advisors
New York
$270K
CTWM
253
Cherry Tree Wealth Management
Minnesota
$266K
HWM
254
HB Wealth Management
Georgia
$256K
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$254K
SVWG
256
Shared Vision Wealth Group
United States
$254K
EW
257
Elyxium Wealth
California
$247K
SEP
258
Southland Equity Partners
Missouri
$246K
Citigroup
259
Citigroup
New York
$245K
PA
260
PFG Advisors
Arizona
$244K
CCM
261
Coldstream Capital Management
Washington
$240K
SFS
262
Sowell Financial Services
Arkansas
$237K
T
263
Tidemark
California
$232K
RPGK
264
Retirement Planning Group (Kansas)
Kansas
$230K
SIC
265
SFE Investment Counsel
California
$228K
SCM
266
Stordahl Capital Management
Colorado
$227K
QPWM
267
Quadrant Private Wealth Management
Pennsylvania
$223K
EH
268
Equitable Holdings
New York
$221K
GWP
269
Gateway Wealth Partners
Wisconsin
$220K
GS
270
GWN Securities
Florida
$218K
SAM
271
Sherman Asset Management
California
$214K
MCM
272
Morton Capital Management
California
$208K
FC
273
FCA Corp
Texas
$207K
TF
274
TLWM Financial
Texas
$203K
GSEP
275
Golden State Equity Partners
California
$202K