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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 %
LAMC
301
Longview Asset Management (California)
California
$4.73K +$1.01K +18 +27%
PWM
302
Parkworth Wealth Management
California
$3.74K -$57.7K -1,019 -94%
HI
303
Harbour Investments
Wisconsin
$3.42K
HI
304
Horizon Investments
North Carolina
$2.41K +$56 +1 +2%
APM
305
a16z Perennial Management
California
-$23.9M -226,366 Closed
LCM
306
Leisure Capital Management
California
-$1.39M -24,353 Closed
TDWM
307
Topel & Distasi Wealth Management
California
-$973K -16,993 Closed
EGM
308
Engineers Gate Manager
New York
-$959K -16,746 Closed
CAM
309
Cresset Asset Management
Illinois
-$757K -13,210 Closed
Pathstone Holdings
310
Pathstone Holdings
New Jersey
-$702K -12,367 Closed
Millennium Management
311
Millennium Management
New York
-$588K -10,264 Closed
IWM
312
Integris Wealth Management
California
-$528K -9,213 Closed
WAS
313
WESPAC Advisors SoCal
California
-$450K -7,857 Closed
CCG
314
Catalina Capital Group
California
-$422K -7,363 Closed
PF
315
Prosperitas Financial
California
-$359K -6,264 Closed
MF
316
Manuka Financial
Virginia
-$335K -5,845 Closed
FAN
317
Financial Advisors Network
California
-$238K -4,156 Closed
WGC
318
Watts Gwilliam & Co
Arizona
-$235K -4,125 Closed
NAS
319
NWF Advisory Services
California
-$218K -3,807 Closed
CW
320
CreativeOne Wealth
Kansas
-$207K -3,610 Closed
CFG
321
Citizens Financial Group
Rhode Island
-$206K -3,603 Closed
VST
322
Van Strum & Towne
California
-$200K -3,500 Closed
VHAM
323
Van Hulzen Asset Management
California
-$125K -2,187 Closed