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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
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$20.2K
WOSD
327
WFA of San Diego
California
$14.6K
BFO
328
Biltmore Family Office
North Carolina
$14K +$14K +244 New
WCM
329
Winthrop Capital Management
Indiana
$14K
PWA
330
Physician Wealth Advisors
Utah
$8.96K
SRCM
331
Signature Resources Capital Management
California
$3.45K
LAMC
332
Longview Asset Management (California)
California
$2.59K -$5.05K -88 -66%
HI
333
Horizon Investments
North Carolina
$2.47K
TFG
334
Team Financial Group
California
$1.9K
AWM
335
AE Wealth Management
Kansas
$804
MWPCG
336
Measured Wealth Private Client Group
New Hampshire
$345 +$344 +6 New
GC
337
Garde Capital
Washington
-$6.79M -119,008 Closed
SAM
338
Strive Asset Management
Ohio
-$5.74M -100,564 Closed
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
-$3.46M -60,613 Closed
OMC
340
Old Mission Capital
Illinois
-$1.41M -24,804 Closed
LA
341
LM Advisors
California
-$913K -16,003 Closed
SFA
342
Sequoia Financial Advisors
Ohio
-$540K -9,460 Closed
KCM
343
KM Capital Management
Texas
-$513K -8,988 Closed
BJL
344
Brighton Jones LLC
Washington
-$503K -8,812 Closed
C
345
Certuity
Florida
-$499K -8,755 Closed
SA
346
Sovran Advisors
California
-$392K -6,808 Closed
SVWG
347
Shared Vision Wealth Group
United States
-$254K -4,410 Closed
CCM
348
Coldstream Capital Management
Washington
-$240K -4,213 Closed
GWP
349
Gateway Wealth Partners
Wisconsin
-$220K -3,851 Closed
GS
350
GWN Securities
Florida
-$218K -3,817 Closed