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iShares California Muni Bond ETF

311 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
35
Increased
113
Reduced
113
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWAM
26
Manhattan West Asset Management
California
$18.8M +$79.7K +1,430 +0.4%
SEI Investments
27
SEI Investments
Pennsylvania
$15.3M +$1.65M +29,539 +12%
SC
28
Slow Capital
California
$14.8M -$3.51M -62,962 -19%
ACA
29
Affinity Capital Advisors
California
$13.7M +$5.46M +97,933 +66%
RI
30
Rinkey Investments
California
$13.6M +$8.7M +156,087 +177%
WWG
31
West Wealth Group
California
$13.4M +$1.89M +33,975 +16%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$13.3M +$1.93M +34,700 +17%
Ameriprise
33
Ameriprise
Minnesota
$13.1M +$2.67M +47,847 +26%
M
34
MYeCFO
California
$12.9M -$87.8K -1,550 -0.7%
BlackRock
35
BlackRock
New York
$12.7M -$1.45M -25,957 -10%
Cerity Partners
36
Cerity Partners
New York
$12.6M -$521K -9,340 -4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$12.2M -$736K -13,204 -6%
AllianceBernstein
38
AllianceBernstein
Tennessee
$12.2M +$1.29M +23,100 +12%
ALA
39
Atlas Legacy Advisors
California
$11.4M +$9.29M +166,711 +450%
Betterment LLC
40
Betterment LLC
New York
$11.2M +$330K +5,920 +3%
Creative Planning
41
Creative Planning
Kansas
$11.2M -$2.36M -42,373 -17%
BC
42
Brio Consultants
California
$11.1M -$7.79M -139,692 -41%
PFA
43
Pure Financial Advisors
California
$10.7M -$284K -5,091 -3%
NL
44
Navalign LLC
California
$9.75M -$1.27M -22,728 -12%
FCG
45
Financial Connections Group
California
$9.28M -$1.41M -25,266 -13%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$9.13M +$532K +9,538 +6%
GS
47
GTS Securities
New York
$8.95M +$8.95M +160,618 New
Renaissance Technologies
48
Renaissance Technologies
New York
$8.43M +$7.37M +132,200 +692%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$8.42M -$481K -8,624 -5%
CWM
50
Certus Wealth Management
California
$7.92M -$56 -1 -0%