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iShares California Muni Bond ETF

329 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 42 funds opening new positions, 156 increasing their positions, 70 reducing their positions, and 20 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:

0.9% more ownership

Funds ownership: 70.57%71.47% (+0.9%)

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
329
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
AWM
301
Angeles Wealth Management
California
$86.2K
DJSG
302
D.J. St. Germain
Massachusetts
$83.3K
GWM
303
Geneos Wealth Management
Colorado
$81.3K
AF
304
Advisornet Financial
Minnesota
$71.8K
RMP
305
Richards, Merrill & Peterson
Washington
$70.4K
AFC
306
Ares Financial Consulting
California
$66.9K
AIP
307
Ameritas Investment Partners
Nebraska
$65.7K
CI
308
CX Institutional
Indiana
$65K
OC
309
Optima Capital
Oregon
$50.4K
CA
310
Crewe Advisors
Utah
$50.3K
RIL
311
Rothschild Investment LLC
Illinois
$43.1K
ACA
312
Aptus Capital Advisors
Alabama
$40.5K
API
313
Asset Planning Inc
California
$40.2K
MHR
314
Matthew Hamilton Rosenberg
$29.8K
AC
315
AlphaCore Capital
California
$28.8K
BA
316
Ballast Advisors
Minnesota
$23.6K
EWA
317
EverSource Wealth Advisors
Alabama
$20.7K
KFP
318
Kerr Financial Planning
California
$20.6K
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$20.2K
WOSD
320
WFA of San Diego
California
$14.6K
BFO
321
Biltmore Family Office
North Carolina
$14K
WCM
322
Winthrop Capital Management
Indiana
$14K
PWA
323
Physician Wealth Advisors
Utah
$8.96K
SRCM
324
Signature Resources Capital Management
California
$3.45K
LAMC
325
Longview Asset Management (California)
California
$2.59K