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iShares California Muni Bond ETF

336 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 44 funds opening new positions, 159 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 70

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.39B → $2.71B (+$321M)

7% more funds holding

Funds holding: 315336 (+21)

1.04% more ownership

Funds ownership: 70.6%71.65% (+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
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
44
Increased
159
Reduced
70
Closed
21
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
301
Essential Partners
California
$141K
IAIM
302
International Assets Investment Management
Florida
$137K +$136K +2,376 New
RFP
303
Root Financial Partners
California
$133K +$88.1K +1,535 +197%
CFD
304
Creative Financial Designs
Indiana
$121K +$57.4K +1,000 +91%
MM
305
Main Management
California
$112K -$1.32K -23 -1%
LFG
306
Larson Financial Group
Missouri
$96K
LWMI
307
Legacy Wealth Management (Idaho)
Idaho
$92.1K +$92K +1,602 New
AWM
308
Angeles Wealth Management
California
$86.2K
DJSG
309
D.J. St. Germain
Massachusetts
$83.3K +$14.3K +250 +21%
GWM
310
Geneos Wealth Management
Colorado
$81.3K +$81.2K +1,415 New
AF
311
Advisornet Financial
Minnesota
$71.8K
RMP
312
Richards, Merrill & Peterson
Washington
$70.4K +$70.3K +1,225 New
AFC
313
Ares Financial Consulting
California
$66.9K +$66.9K +1,165 New
AIP
314
Ameritas Investment Partners
Nebraska
$65.7K -$2.01K -35 -3%
CI
315
CX Institutional
Indiana
$65K +$1.03K +18 +2%
OC
316
Optima Capital
Oregon
$50.4K +$50.3K +877 New
CA
317
Crewe Advisors
Utah
$50.3K
RIL
318
Rothschild Investment LLC
Illinois
$43.1K
ACA
319
Aptus Capital Advisors
Alabama
$40.5K
API
320
Asset Planning Inc
California
$40.2K
MHR
321
Matthew Hamilton Rosenberg
$29.8K +$29.7K +518 New
AC
322
AlphaCore Capital
California
$28.8K +$4.88K +85 +20%
BA
323
Ballast Advisors
Minnesota
$23.6K
EWA
324
EverSource Wealth Advisors
Alabama
$20.7K +$230 +4 +1%
KFP
325
Kerr Financial Planning
California
$20.6K +$57 +1 +0.3%