iShares California Muni Bond ETF
308 hedge funds and large institutions have $2.38B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 95 reducing their positions, and 21 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:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
12% less capital invested
Capital invested by funds: $2.7B → $2.38B (-$324M)
Holders
308
Holding in Top 10
15
Calls
–
Puts
–
Top Buyers
| 1 | +$26.7M | |
| 2 | +$19.7M | |
| 3 | +$8.93M | |
| 4 |
WPC
Wedmont Private Capital
West Chester,
Pennsylvania
|
+$8.17M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.54M |
Top Sellers
| 1 | -$268M | |
| 2 | -$102M | |
| 3 | -$21.9M | |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$9.96M |
| 5 |
GS
GTS Securities
New York
|
-$8.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCPWM
326
Bradley & Co Private Wealth Management
Miami,
Florida
| – |
|
|||
|
LBC
327
Lowe Brockenbrough & Co
Richmond,
Virginia
| – |
|
|||
|
KFI
328
Key Financial Inc
West Chester,
Pennsylvania
| – |
|
|||
329
Simplex Trading
Chicago,
Illinois
| – |
|