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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWAM
26
Manhattan West Asset Management
California
$18.9M +$421K +7,480 +2%
SC
27
Slow Capital
California
$18.5M +$2.54M +45,175 +16%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$17.4M -$1.6M -28,425 -8%
BlackRock
29
BlackRock
New York
$14.3M -$6.66M -118,414 -32%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$13.8M +$13.8M +245,782 New
SEI Investments
31
SEI Investments
Pennsylvania
$13.8M +$528K +9,380 +4%
Creative Planning
32
Creative Planning
Kansas
$13.7M +$3.52M +62,456 +35%
Cerity Partners
33
Cerity Partners
New York
$13.3M +$700K +12,432 +6%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$13.1M +$707K +12,554 +6%
M
35
MYeCFO
California
$12.9M +$237K +4,219 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$12.6M -$2.83M -50,242 -18%
WWG
37
West Wealth Group
California
$11.6M +$810K +14,395 +8%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$11.6M +$3.07M +54,619 +36%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$11.5M +$1.26M +22,438 +12%
Osaic Holdings
40
Osaic Holdings
Arizona
$11.5M +$4.41M +78,414 +63%
NL
41
Navalign LLC
California
$11.1M +$2.61M +46,457 +31%
PFA
42
Pure Financial Advisors
California
$11.1M -$78.2K -1,390 -0.7%
AllianceBernstein
43
AllianceBernstein
Tennessee
$11.1M -$4.78M -84,950 -30%
Betterment LLC
44
Betterment LLC
New York
$11M -$899K -15,983 -8%
FCG
45
Financial Connections Group
California
$10.8M -$2.14M -38,052 -17%
Ameriprise
46
Ameriprise
Minnesota
$10.5M -$438K -7,770 -4%
Raymond James Financial
47
Raymond James Financial
Florida
$10.2M -$1.04M -18,423 -9%
OIA
48
OneDigital Investment Advisors
Kansas
$9.35M -$487K -8,647 -5%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$8.99M -$378K -6,723 -4%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$8.68M +$126K +2,243 +1%