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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
APM
276
a16z Perennial Management
California
$268K +$272K +4,710 New
CTWM
277
Cherry Tree Wealth Management
Minnesota
$265K
AWP
278
Abacus Wealth Partners
California
$256K +$260K +4,500 New
HWM
279
HB Wealth Management
Georgia
$255K
HW
280
Hamilton Wealth
California
$255K -$241K -4,185 -48%
Truist Financial
281
Truist Financial
North Carolina
$254K +$257K +4,459 New
Citigroup
282
Citigroup
New York
$250K
VAM
283
Virtue Asset Management
Illinois
$250K
EW
284
Elyxium Wealth
California
$246K
SEP
285
Southland Equity Partners
Missouri
$246K
WCG
286
Weaver Consulting Group
California
$241K +$245K +4,246 New
FLPIM
287
F.L. Putnam Investment Management
Massachusetts
$238K
CFD
288
Creative Financial Designs
Indiana
$234K +$116K +2,010 +96%
RPGK
289
Retirement Planning Group (Kansas)
Kansas
$233K +$1.15K +20 +0.5%
T
290
Tidemark
California
$232K
DJSG
291
D.J. St. Germain
Massachusetts
$230K +$149K +2,588 +178%
TF
292
TLWM Financial
Texas
$227K +$24.8K +430 +12%
APFP
293
Action Point Financial Planning
Michigan
$224K +$228K +3,944 New
PWM
294
Perigon Wealth Management
California
$221K
TBWA
295
Three Bridge Wealth Advisors
California
$221K -$124K -2,156 -36%
Northern Trust
296
Northern Trust
Illinois
$217K
GBFG
297
Gerald Baker Financial Group
Texas
$216K +$219K +3,793 New
TCM
298
Triumph Capital Management
Colorado
$214K +$217K +3,764 New
SAM
299
Sherman Asset Management
California
$213K
DADC
300
D.A. Davidson & Co
Montana
$213K +$216K +3,741 New