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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
ACA
51
Affinity Capital Advisors
California
$8.11M
CWM
52
Certus Wealth Management
California
$7.9M
NA
53
NewEdge Advisors
Louisiana
$7.02M
GC
54
Garde Capital
Washington
$6.89M
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$6.84M
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$6.75M
MMA
57
Miracle Mile Advisors
California
$6.74M
Deutsche Bank
58
Deutsche Bank
Germany
$6.54M
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$5.98M
BPA
60
Beacon Pointe Advisors
California
$5.93M
UCFA
61
United Capital Financial Advisors
Texas
$5.7M
SAM
62
Strive Asset Management
Ohio
$5.66M
CL
63
Choreo LLC
Illinois
$5.61M
MWM
64
Mission Wealth Management
California
$5.58M
CFC
65
Client First Capital
California
$5.21M
FAT
66
First American Trust
California
$4.99M
RI
67
Rinkey Investments
California
$4.96M
EFG
68
Ehrlich Financial Group
California
$4.95M
PA
69
Parallel Advisors
California
$4.88M
PCIA
70
Prime Capital Investment Advisors
Kansas
$4.73M
AF
71
Amara Financial
California
$4.46M
TW
72
Traveka Wealth
California
$4.4M
BOS
73
Bank of Stockton
California
$4.32M
OFG
74
Omega Financial Group
California
$4.22M
BIA
75
Bell Investment Advisors
California
$4.17M