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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
GSEP
276
Golden State Equity Partners
California
$202K +$199K +3,550 New
BCI
277
Brinker Capital Investments
Pennsylvania
$201K -$739K -13,215 -79%
Qube Research & Technologies (QRT)
278
Qube Research & Technologies (QRT)
United Kingdom
$188K -$223K -3,985 -55%
SWP
279
Strategic Wealth Partners
Ohio
$177K
CPA
280
Cardiff Park Advisors
California
$173K +$1.29K +23 +0.8%
PAM
281
Palisade Asset Management
Minnesota
$154K -$88.5K -1,581 -37%
IF
282
Integrity Financial
Wyoming
$152K
EP
283
Essential Partners
California
$140K
MM
284
Main Management
California
$113K
LFG
285
Larson Financial Group
Missouri
$95.3K
AWM
286
Angeles Wealth Management
California
$85.6K -$8.06K -144 -9%
PPA
287
Painted Porch Advisors
California
$84.8K +$83.2K +1,487 New
AF
288
Advisornet Financial
Minnesota
$71.3K
DJSG
289
D.J. St. Germain
Massachusetts
$68.4K
AIP
290
Ameritas Investment Partners
Nebraska
$67.2K +$280 +5 +0.4%
CI
291
CX Institutional
Indiana
$63K +$62K +1,108 New
CFD
292
Creative Financial Designs
Indiana
$62.7K
FFA
293
Founders Financial Alliance
North Carolina
$58.3K +$57.2K +1,022 New
CA
294
Crewe Advisors
Utah
$49.9K
RFP
295
Root Financial Partners
California
$44.4K +$43.6K +779 New
RIL
296
Rothschild Investment LLC
Illinois
$42.8K
ACA
297
Aptus Capital Advisors
Alabama
$40.2K
BTI
298
Blue Trust Inc
Georgia
$40K +$39.2K +701 New
API
299
Asset Planning Inc
California
$39.9K
AC
300
AlphaCore Capital
California
$23.7K -$24.3K -435 -51%