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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
BA
301
Ballast Advisors
Minnesota
$23.4K
KFP
302
Kerr Financial Planning
California
$20.3K +$19.8K +354 New
EWA
303
EverSource Wealth Advisors
Alabama
$20.3K +$112 +2 +0.6%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$20K
WOSD
305
WFA of San Diego
California
$14.5K -$11.8K -211 -45%
WCM
306
Winthrop Capital Management
Indiana
$14K
BNP Paribas Financial Markets
307
BNP Paribas Financial Markets
France
$13.9K +$13.6K +243 New
AAS
308
Ameritas Advisory Services
Nebraska
$12.9K -$10.1K -180 -44%
PWA
309
Physician Wealth Advisors
Utah
$8.9K
LAMC
310
Longview Asset Management (California)
California
$7.59K -$951 -17 -11%
SRCM
311
Signature Resources Capital Management
California
$3.42K -$100K -1,793 -97%
HI
312
Horizon Investments
North Carolina
$2.44K
TFG
313
Team Financial Group
California
$1.88K
TRCT
314
Tower Research Capital (TRC)
New York
$1.08K +$727 +13 +217%
AWM
315
AE Wealth Management
Kansas
$799 +$783 +14 New
GS
316
GTS Securities
New York
-$8.95M -160,618 Closed
FTUS
317
Flow Traders U.S.
New York
-$1.17M -20,956 Closed
ODA
318
One Degree Advisors
California
-$871K -15,632 Closed
PCMC
319
Paragon Capital Management (Colorado)
Colorado
-$728K -13,065 Closed
ASG
320
Ariston Services Group
California
-$717K -12,868 Closed
TF
321
Tenon Financial
New Jersey
-$713K -12,798 Closed
SCM
322
SOL Capital Management
Maryland
-$470K -8,425 Closed
FAIM
323
Financial Advocates Investment Management
Washington
-$395K -7,080 Closed
SWA
324
ShankerValleau Wealth Advisors
Illinois
-$345K -6,185 Closed
EC
325
Elequin Capital
New York
-$339K -6,090 Closed