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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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$20.2M +$2.75M +47,939 +16%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$19.8M +$4.16M +72,417 +27%
AllianceBernstein
28
AllianceBernstein
Tennessee
$19.4M +$3.57M +62,228 +23%
RWP
29
RWA Wealth Partners
Massachusetts
$18M -$166K -2,898 -0.9%
OGF
30
Orin Green Financial
California
$17.6M -$1.03M -17,894 -6%
SEI Investments
31
SEI Investments
Pennsylvania
$17.6M +$723K +12,589 +4%
GC
32
Guggenheim Capital
Illinois
$16.8M +$5.92M +103,048 +54%
SC
33
Slow Capital
California
$16.2M +$2.83M +49,357 +21%
WWG
34
West Wealth Group
California
$15.7M +$2.63M +45,821 +20%
ACA
35
Affinity Capital Advisors
California
$15.5M +$816K +14,208 +6%
Ameriprise
36
Ameriprise
Minnesota
$14.9M +$562K +9,791 +4%
M
37
MYeCFO
California
$14.4M +$1.05M +18,210 +8%
Cerity Partners
38
Cerity Partners
New York
$14.4M +$1,000K +17,414 +7%
BlackRock
39
BlackRock
New York
$13.7M +$166K +2,884 +1%
Betterment LLC
40
Betterment LLC
New York
$13.3M +$799K +13,911 +6%
Creative Planning
41
Creative Planning
Kansas
$12.6M +$372K +6,482 +3%
ALA
42
Atlas Legacy Advisors
California
$12.2M +$709K +12,345 +6%
BC
43
Brio Consultants
California
$11.4M +$648K +11,286 +6%
AWM
44
Axxcess Wealth Management
California
$11.3M +$11.2M +195,887 New
RI
45
Rinkey Investments
California
$11.1M -$3.23M -56,199 -22%
PFA
46
Pure Financial Advisors
California
$10.9M -$35.3K -615 -0.3%
NL
47
Navalign LLC
California
$10.8M +$77.5K +1,350 +0.7%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.51M +$1.05M +18,285 +12%
RIG
49
RiverFront Investment Group
Virginia
$9.14M +$3.91M +68,054 +75%
WPC
50
Wedmont Private Capital
Pennsylvania
$9.09M +$815K +14,202 +10%