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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
DWM
251
DeLarme Wealth Management
California
$349K +$348K +6,070 New
TBWA
252
Three Bridge Wealth Advisors
California
$347K -$358K -6,229 -51%
QPWM
253
Quadrant Private Wealth Management
Pennsylvania
$346K +$122K +2,125 +54%
CIC
254
Carnegie Investment Counsel
Ohio
$346K -$15.7K -273 -4%
LNB
255
Ledyard National Bank
$345K
NCM
256
Neumann Capital Management
California
$345K
WWP
257
Wise Wealth Partners
Arizona
$339K +$3.1K +54 +0.9%
FPAS
258
Focus Partners Advisor Solutions
Missouri
$336K -$335K -5,839 -50%
FPCP
259
Fort Point Capital Partners
California
$332K -$50.6K -881 -13%
SAG
260
SageView Advisory Group
California
$322K +$15.1K +263 +5%
SIAG
261
Safeguard Investment Advisory Group
California
$316K -$38.9K -678 -11%
EH
262
Equitable Holdings
New York
$315K +$92.5K +1,611 +42%
WRPWM
263
Werba Rubin Papier Wealth Management
California
$310K +$2.75K +48 +0.9%
AR
264
Apeiron RIA
Texas
$301K +$300K +5,220 New
GI
265
GAMMA Investing
California
$296K +$12.1K +211 +4%
FWP
266
Falcon Wealth Planning
California
$294K -$7.98K -139 -3%
VHAM
267
Van Hulzen Asset Management
California
$291K -$1.26K -22 -0.4%
I
268
IMPACTfolio
Colorado
$288K +$2.3K +40 +0.8%
GS
269
GTS Securities
New York
$285K +$285K +4,968 New
EWA
270
Exencial Wealth Advisors
Oklahoma
$272K
EWA
271
Emergent Wealth Advisors
New York
$272K
NRI
272
NFP Retirement Inc
California
$272K +$689 +12 +0.3%
CTWM
273
Cherry Tree Wealth Management
Minnesota
$268K
HWM
274
HB Wealth Management
Georgia
$258K
FCA
275
FLC Capital Advisors
California
$254K +$254K +4,426 New