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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
Jane Street
51
Jane Street
New York
$9.81M +$1.83M +31,641 +22%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$9.21M +$2.28M +39,481 +32%
FCG
53
Financial Connections Group
California
$8.75M -$202K -3,495 -2%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$8.57M -$117K -2,024 -1%
Raymond James Financial
55
Raymond James Financial
Florida
$8.23M -$495K -8,585 -6%
WPC
56
Wedmont Private Capital
Pennsylvania
$8.13M -$887K -15,382 -10%
SA
57
Sanctuary Advisors
Indiana
$7.36M +$476K +8,246 +7%
FFA
58
Farther Finance Advisors
California
$7.28M -$206K -3,572 -3%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$7.16M +$83.9K +1,454 +1%
OIA
60
OneDigital Investment Advisors
Kansas
$7.09M +$88.7K +1,537 +1%
GC
61
Garde Capital
Washington
$6.72M +$6.81M +118,101 New
HighTower Advisors
62
HighTower Advisors
Illinois
$6.46M +$2.81M +48,741 +75%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$6.42M -$928K -16,087 -12%
FAT
64
First American Trust
California
$6.31M -$192K -3,321 -3%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$5.85M +$316K +5,479 +6%
SFFS
66
Stonehage Fleming Financial Services
Jersey
$5.81M +$2.3M +39,842 +64%
AFG
67
Atomi Financial Group
New York
$5.68M +$832K +14,429 +17%
TWM
68
Thryve Wealth Management
Texas
$5.57M -$203K -3,523 -3%
Deutsche Bank
69
Deutsche Bank
Germany
$5.48M
FA
70
Fullerton Advisors
California
$5.4M +$435K +7,542 +9%
CFC
71
Client First Capital
California
$5.26M
NL
72
NDWM LLC
California
$5.15M +$567K +9,825 +12%
MML Investors Services
73
MML Investors Services
Massachusetts
$5.14M -$750K -13,007 -13%
DWM
74
Ducere Wealth Management
California
$5.13M -$415K -7,199 -7%
FCH
75
Freestone Capital Holdings
Washington
$4.94M +$525K +9,103 +12%