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iShares California Muni Bond ETF

313 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 36 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$7.3M
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$6.96M
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$6.87M
GC
54
Guggenheim Capital
Illinois
$6.76M
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$6.75M
GC
56
Garde Capital
Washington
$6.63M
NA
57
NewEdge Advisors
Louisiana
$6.49M
MMA
58
Miracle Mile Advisors
California
$6.49M
OIA
59
OneDigital Investment Advisors
Kansas
$6.22M
BPA
60
Beacon Pointe Advisors
California
$6.2M
Goldman Sachs
61
Goldman Sachs
New York
$5.62M
SAM
62
Strive Asset Management
Ohio
$5.61M
NL
63
NDWM LLC
California
$5.38M
FAT
64
First American Trust
California
$5.33M
CFC
65
Client First Capital
California
$5.16M
SHGA
66
Sand Hill Global Advisors
California
$4.98M
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$4.9M
EFG
68
Ehrlich Financial Group
California
$4.83M
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.77M
MML Investors Services
70
MML Investors Services
Massachusetts
$4.74M
AAS
71
Avantax Advisory Services
Texas
$4.48M
MWM
72
Mission Wealth Management
California
$4.48M
Deutsche Bank
73
Deutsche Bank
Germany
$4.48M
SOWAS
74
Silver Oak Wealth Advisors Services
California
$4.43M
TW
75
Traveka Wealth
California
$4.2M