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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: 318 → 315 (-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: 16 → 15 (-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
–
Top Buyers
Top Sellers
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$262M |
| 2 |
Jane Street
New York
|
-$99.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.5M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$9.77M |
| 5 |
GS
GTS Securities
New York
|
-$8.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
326
Two Sigma Securities
New York
| – | -$277K | -4,976 | Closed |
|
|
SWP
327
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$274K | -4,912 | Closed |
|
|
SWMG
328
Sanchez Wealth Management Group
Jacksonville,
Florida
| – | -$268K | -4,810 | Closed |
|
|
MFG
329
Magnus Financial Group
New York
| – | -$246K | -4,408 | Closed |
|
|
KWM
330
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$244K | -4,372 | Closed |
|
|
CGH
331
Crossmark Global Holdings
Houston,
Texas
| – | -$238K | -4,270 | Closed |
|
|
RSS
332
Rosenblum Silverman Sutton
San Francisco,
California
| – | -$222K | -3,980 | Closed |
|
|
BCPWM
333
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$179K | -3,205 | Closed |
|
|
IA
334
IFP Advisors
Tampa,
Florida
| – | -$62.5K | -1,121 | Closed |
|
|
LBC
335
Lowe Brockenbrough & Co
Richmond,
Virginia
| – | -$6.52K | -117 | Closed |
|
|
KFI
336
Key Financial Inc
West Chester,
Pennsylvania
| – | -$3.85K | -69 | Closed |
|
337
Simplex Trading
Chicago,
Illinois
| – | -$2K | -39 | Closed |
|