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iShares California Muni Bond ETF

332 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 43 funds opening new positions, 158 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.01% more ownership

Funds ownership: 70.57%71.59% (+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
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
276
Elyxium Wealth
California
$249K
SEP
277
Southland Equity Partners
Missouri
$248K
MW
278
Members Wealth
Pennsylvania
$247K
FLPIM
279
F.L. Putnam Investment Management
Massachusetts
$241K
SCG
280
Sonata Capital Group
Washington
$240K
PA
281
PFG Advisors
Arizona
$236K
T
282
Tidemark
California
$234K
RPGK
283
Retirement Planning Group (Kansas)
Kansas
$234K
SG
284
Sharper & Granite
California
$231K
SIC
285
SFE Investment Counsel
California
$230K
IDA
286
Intelligence Driven Advisers
California
$225K
PWM
287
Perigon Wealth Management
California
$224K
Northern Trust
288
Northern Trust
Illinois
$220K
BCI
289
Brinker Capital Investments
Pennsylvania
$216K
SAM
290
Sherman Asset Management
California
$215K
MCM
291
Morton Capital Management
California
$212K
LAMNM
292
Longview Asset Management (New Mexico)
New Mexico
$207K
TF
293
TLWM Financial
Texas
$204K
GSEP
294
Golden State Equity Partners
California
$204K
Qube Research & Technologies (QRT)
295
Qube Research & Technologies (QRT)
United Kingdom
$194K
CPA
296
Cardiff Park Advisors
California
$176K
IF
297
Integrity Financial
Wyoming
$153K
IAIM
298
International Assets Investment Management
Florida
$137K
RFP
299
Root Financial Partners
California
$133K
CFD
300
Creative Financial Designs
Indiana
$121K