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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$21M +$1.62M +28,162 +8%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$21M -$551K -9,549 -3%
SPIA
28
Steward Partners Investment Advisory
New York
$20.4M -$147K -2,543 -0.7%
FFA
29
First Foundation Advisors
California
$20.3M -$609K -10,551 -3%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$20.3M +$291K +5,045 +1%
WWG
31
West Wealth Group
California
$18.9M +$3.35M +58,007 +21%
Cerity Partners
32
Cerity Partners
New York
$18.8M +$4.6M +79,792 +32%
RWP
33
RWA Wealth Partners
Massachusetts
$17.8M +$2.83K +49 +0%
SEI Investments
34
SEI Investments
Pennsylvania
$17.6M +$126K +2,189 +0.7%
ACA
35
Affinity Capital Advisors
California
$16.7M +$1.36M +23,642 +9%
OGF
36
Orin Green Financial
California
$16.3M -$1.15M -19,863 -6%
SC
37
Slow Capital
California
$15.8M -$182K -3,155 -1%
Creative Planning
38
Creative Planning
Kansas
$15.8M +$3.32M +57,611 +26%
M
39
MYeCFO
California
$14.9M +$654K +11,340 +5%
RI
40
Rinkey Investments
California
$14.7M +$3.77M +65,282 +34%
RIG
41
RiverFront Investment Group
Virginia
$13.9M +$4.94M +85,562 +54%
Ameriprise
42
Ameriprise
Minnesota
$13.8M -$900K -15,599 -6%
Betterment LLC
43
Betterment LLC
New York
$13.8M +$620K +10,751 +5%
AC
44
Apella Capital
Connecticut
$12.2M +$8.64M +149,807 +239%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$3.74M +64,802 +46%
NL
46
Navalign LLC
California
$11.4M +$795K +13,782 +7%
ALA
47
Atlas Legacy Advisors
California
$11.3M -$853K -14,785 -7%
BC
48
Brio Consultants
California
$11.3M -$60.6K -1,050 -0.5%
PFA
49
Pure Financial Advisors
California
$11.1M +$367K +6,366 +3%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.9M +$1.53M +26,512 +16%