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iShares California Muni Bond ETF

348 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336348 (+12)

1.72% less ownership

Funds ownership: 71.65%69.92% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
39
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
326
Rothschild Investment LLC
Illinois
$42.6K
ACA
327
Aptus Capital Advisors
Alabama
$40K
API
328
Asset Planning Inc
California
$39.8K
CA
329
Crewe Advisors
Utah
$33K -$17K -295 -34%
Qube Research & Technologies (QRT)
330
Qube Research & Technologies (QRT)
United Kingdom
$31.7K -$163K -2,823 -83%
MHR
331
Matthew Hamilton Rosenberg
$29.5K
BA
332
Ballast Advisors
Minnesota
$23.3K
EWA
333
EverSource Wealth Advisors
Alabama
$20.6K +$115 +2 +0.6%
KFP
334
Kerr Financial Planning
California
$20.6K +$231 +4 +1%
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$20K +$58 +1 +0.3%
LA
336
LM Advisors
California
$16.9K +$55.3K +959 New
WCM
337
Winthrop Capital Management
Indiana
$14K
BFO
338
Biltmore Family Office
North Carolina
$13.9K +$58 +1 +0.4%
PWA
339
Physician Wealth Advisors
Utah
$8.87K
AF
340
Align Financial
Minnesota
$6.25K -$358K -6,211 -98%
HI
341
Horizon Investments
North Carolina
$4.98K +$2.6K +45 +105%
CSC
342
Caldwell Sutter Capital
California
$4.15K +$4.21K +73 New
SRCM
343
Signature Resources Capital Management
California
$3.41K
LAMC
344
Longview Asset Management (California)
California
$2.56K
BNP Paribas Financial Markets
345
BNP Paribas Financial Markets
France
$2.16K -$3.74M -64,817 -100%
TFG
346
Team Financial Group
California
$1.88K
VAI
347
Vanguard Advisers Inc
Pennsylvania
$1.68K +$1.73K +30 New
AWM
348
AE Wealth Management
Kansas
$796
TRCT
349
Tower Research Capital (TRC)
New York
$57 +$58 +1 New
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
-$20.7M -359,418 Closed