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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
276
Abound Financial
California
$124K +$124K +2,203 New
MM
277
Main Management
California
$113K -$4.32K -77 -4%
SRCM
278
Signature Resources Capital Management
California
$104K -$6.47K -115 -6%
AWM
279
Angeles Wealth Management
California
$92.5K -$8.89K -158 -9%
LFG
280
Larson Financial Group
Missouri
$84.4K
AF
281
Advisornet Financial
Minnesota
$70.4K
DJSG
282
D.J. St. Germain
Massachusetts
$67.5K
AC
283
AlphaCore Capital
California
$66.2K +$66.2K +1,177 New
IA
284
IFP Advisors
Florida
$63.1K -$11.3K -200 -15%
CFD
285
Creative Financial Designs
Indiana
$61.9K
AIP
286
Ameritas Investment Partners
Nebraska
$60.2K -$2.08K -37 -3%
T
287
Tidemark
California
$59.1K -$253K -4,498 -81%
FNWM
288
Financial Network Wealth Management
Utah
$58K +$58K +1,040 New
FFA
289
Founders Financial Alliance
North Carolina
$56.6K +$281 +5 +0.5%
CA
290
Crewe Advisors
Utah
$49.2K
RIL
291
Rothschild Investment LLC
Illinois
$42.2K
ACA
292
Aptus Capital Advisors
Alabama
$39.6K
API
293
Asset Planning Inc
California
$39.4K
HHGA
294
Halbert Hargrove Global Advisors
California
$31K +$31K +551 New
BA
295
Ballast Advisors
Minnesota
$22.8K
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$19.8K +$19.8K +351 New
EWA
297
EverSource Wealth Advisors
Alabama
$19.7K +$19.7K +351 New
WCM
298
Winthrop Capital Management
Indiana
$14K
PWA
299
Physician Wealth Advisors
Utah
$8.78K
PS
300
Principal Securities
Iowa
$7.91K